Meeting Logistics to plan for:

⏰ Meeting duration = 40 minutes

📧 Please send your content 48 hrs before the meeting to [email protected]

Please note: If we’ve got a meeting on the books and we haven’t received your content within 48 hrs, we’ll reach out to reschedule our meeting for another day/time. Unfortunately, anything less than 48 hrs doesn’t give us enough time to digest your information and show up prepared to help - which is how we’d like to join.

👇 We want to make this as effortless as possible, below is a template to edit as you see fit.

Goals

Please share your high-level company goals (stack ranked) in whatever format you use internally (e.g. OKRs).

1. Get to 300K ARR by EOY
2. Process $1M with our payments tool

KPIs

Annoying VC Financial KPIs

• Cash on hand
  • $846,628
• Monthly burn rate
  • 52,647
• Runway
  • 16 months
• Burn Multiple (link)
  • 2.8
  • Suspect but lowering

Revenue KPIs

• MRR ($ + growth %)
  • 12k + 18%
• Churn ($ + logo)
  • 3/4%?
• ARPA
  • ~$200

Engagement KPIs

• Users (# + growth %)
  • 71 + ~155
• D/W/M active users
  • 150/500/1000
• NPS / customer feedback
  • Our users that get fully onboarded LOVE us. Have a bunch of quotes I can happily share.

Team Information

• of full-time employees

  • 5

• of full-time hires in the next 12 months

  • 1-5 (depending on funding)

• of contractors

  • 2

Note: Under each category, please share 2-3 KPIs relevant to your business. Bonus points if you can share these in a dashboard 📊

3 P’s

Progress

• We broke 150k ARR
• We processed our first customer funds and locked in our first factoring deal
• We still ship like crazy → log

Plans

• Our payments tool is now fully functional, presenting a significant opportunity for invoice factoring.
• We have countless brands reaching out to us and have a unique opportunity to build a SaaS driven marketplace powered by our payments rails
• As we round out and standardize this subjective process, there is a very real possibility for us to build an AI manager… long term vision could be to acquire our customers and compete with the big dogs for a fraction of the cost, while offering the software to independent creators globally.

Problems

• I’m struggling to replace a team member
• Our sales cycle is still 100% reliant on me
• Our runway is shorter than what feels comfortable and has stopped us from pursing some larger deals

Note: The 3P’s is a way to give us a quick qualitative update on your progress, plans, and problems. We recommend keeping it to 3-5 bullet points per category.

Strategic Discussion topics

List 1-3 discussion topics:

• Below are a few prompts that could help you select the most valuable topics to discuss: