Institutional
education licensing,
built for procurement.
Master service agreements that bring AI literacy, financial wellness, and investor education curriculum into employers, credit unions, HBCUs, K‑12 districts, and government workforce programs — under one vendor, one MSA, one quarterly impact report.
- —AI for HBCU Students program
- —Cohort + self-paced delivery
- —AI for HBCU Students program
- —Cohort + self-paced delivery
- —Boss Money AI for Teams
- —+42pt avg credit lift in 12 months
- —Boss IQ engine (institutional)
- —Long-horizon investor education
- —8 modules · 40 lessons
- —~12.5 hours · standards-aligned
One curriculum library.
Five buyer segments.
Each segment has its own decision-maker, sales cycle, and procurement vehicle. We have a contracting playbook for each.
Workforce financial wellness, done right.
Financial stress costs U.S. employers an estimated $664 per employee per year — but most financial wellness benefits go unused, and the rest feel like marketing for products you didn't sign up to recommend.
Boss Finances for Teams gives your workforce a real coach — Boss Money AI in their pocket, the three-pillar curriculum on their phone, no lender referrals, no conflicted advice. We layer in Deep Learn Institute's AI literacy track for teams getting AI-augmented and Boss Investors' retirement-readiness modules for benefits open enrollment.
Volume-tiered per-employee pricing. SSO with your HRIS. 30 days from signed MSA to launch comms.
What you license.
A unified library across financial wellness, AI literacy, and investor education — sourced from four sister ventures under master institutional license agreements.
AI literacy, prompt engineering, and AI career-transition curriculum. The portfolio's designated app development partner — and the bench behind every DEG implementation.
- →AI Literacy Foundations
- →Prompt Engineering Masterclass
- →AI for HBCU Students
- →AI Career Transition Bootcamp
Subscription-grade personal financial OS, packaged for institutional contexts. Three product pillars plus the Claude-powered Boss Money AI coaching layer.
- →Cash Flow Command pillar
- →Debt Liberation pillar
- →Credit Confidence pillar
- →Boss Money AI for Teams
Long-horizon investor education for first-generation earners. Designed to deepen retirement engagement, not to sell products you haven't approved.
- →Market fundamentals & asset allocation
- →Boss IQ engine for institutions
- →Retirement-readiness modules
- →Boss Investors for Teams
The flagship Personal Finance & Investments course, plus the Complete Financial Aid Guide and HBCU-focused student success modules. Licensed at fair-market value.
- →Personal Finance & Investments (8 modules · 40 lessons)
- →Complete Financial Aid Guide
- →Student success & career-readiness
- →Donor / employer / alumni libraries
AI-augmented active trading education for the next generation of self-directed market participants. Curriculum spans market structure, risk management, and AI-assisted decision support — packaged for institutional learners.
- →Market structure & order flow
- →Risk management & position sizing
- →AI-assisted trade analysis
- →Boss Traders AI for Teams
Global food-security and nutrition education programming. Curriculum bridges community health, sustainable nourishment, and workforce development — licensed at fair-market value to institutional partners.
- →Community nutrition foundations
- →Sustainable food systems
- →Workforce & culinary readiness
- →Donor / NGO / employer libraries
“Three educational tracks under one master service agreement. No competitor offers this stack.”— DEG Strategic Position, May 2026
Five compounding advantages.
Each is defensible on its own. The combination is the moat.
Portfolio depth — one MSA, three tracks.
Financial wellness, AI literacy, and investor education under a single master service agreement. Generic enterprise training vendors offer one. Specialty financial wellness vendors offer one. We are the only vendor consolidating all three.
The AI coaching layer.
Boss Money AI is a Claude-powered conversational coach refined through tens of thousands of consumer interactions. Sub-licensed to DEG for institutional contexts. No general-purpose enterprise training vendor has built this kind of compounding coaching IP.
Cultural fluency for first-generation earners.
The content was designed for first-generation earners — disproportionately Black, Latino, and women — by a Black-owned firm with HBCU roots. For institutional buyers serving these populations, this authenticity is mission-critical and impossible for incumbents to retrofit.
Supplier-diversity certifications.
NMSDC MBE certification in process; SBA 8(a) Business Development application targeted for Q4 2026. The 8(a) program permits federal sole-source awards up to $4.5M without competitive bidding — a structural advantage that reshapes federal pipeline economics.
Sister-venture distribution.
Warm channels through Boss Finances, Boss Investors, Deep Learn Institute, and HBCU Endowment Fund Inc. customer bases. Lower customer acquisition cost than any standalone competitor. Strategic relationships that took the portfolio years to build.
What learners actually accomplish.
Benchmarks drawn from sister-brand cohort data. We model conservatively when reporting to institutional buyers — and over-deliver in production.
Discovery to launch in 30–60 days.
A buyer-friendly engagement model designed to fit your procurement calendar — not ours.
Discovery call
30-minute scoping call to confirm headcount or population, goals, integration needs (SSO, HRIS, LMS), and procurement requirements.
Scope & contract
Master Services Agreement plus Sub-License Agreement covering the pillars and segments you select. Standard insurance and security disclosures attached.
Implementation
Branded enrollment portal, SSO with your IDP, content configuration, manager toolkit, and an internal launch comms plan in your voice.
Launch
Population-wide rollout. Adoption playbook for the first 90 days. Customer Success Manager assigned to your account.
Impact reports
Quarterly board-ready report on enrollment, completion, financial confidence lift, and ROI — formatted for the audience that approved the budget.
A 30-minute conversation is enough to know if there's a fit.
Tell us about your population, your procurement calendar, and the outcomes your stakeholders care about. We'll come back inside one business day with a scoped recommendation, indicative pricing, and a path to launch.