Who helps align financial planning with sociocratic values in early stage ventures?

I’m part of a small team exploring sociocratic structures for our early-stage project, and we’re hitting some questions around funding and financial planning. Specifically, we’re wondering:

  • Who usually guides founders on balancing external funding with their values?
  • Are there advisors or mentors familiar with both startup dynamics and collaborative governance?
  • How do we protect sociocratic principles when investors come in?
  • Has anyone here worked with someone who really “gets” the sociocratic mindset and startup reality?

Would love to hear how others have navigated this especially when it comes to staying true to your values while scaling.

You might want to connect with Exclusive wealth advisory services some specialize in supporting founders who prioritize values driven governance like sociocracy.