Who should join from our side?
One person is enough. If you want your operating partner, or whoever would run the case with you, bring them — the second half of the call is the part they will have questions about.
Do I need a live deal to get value from the call?
No. A recent deal works just as well, and so does a hypothetical one. What helps is having a company in mind, so the walkthrough is about your pipeline rather than ours.
Will you show real customer data?
No. The Readout Package we open is Project Cephei, an illustrative example built for demonstration and labelled as such. Every figure in it is sample data.
Can our diligence provider join?
Yes, and it is a good idea. Zoe measures operational behaviour and signs an opinion on that; it does not give an accounting, legal or market opinion. Most funds will use both, and the call is more useful when the firm you already work with is in it.
What happens after the call?
If it fits, you can open your first case the same day. If you would rather circulate something internally first, ask for the sample Readout Package and we will send it.