Know the broad numbers.
Approximate revenue, your current cash balance, and who handles the books and bill pay today.
STEP 03 / BEFORE WE MEET
Make the conversation
count.
Watch the Scale Ready Controller System presentation, then bring your questions to the call.
THE SCALE READY CONTROLLER SYSTEMYOUR PRE-CALL PRESENTATION
A LITTLE PREPARATION GOES A LONG WAY
Bring the questions
that matter to you.
You don't need a polished set of financials. A clear sense of where you are is enough to begin.
Think about the swings.
When cash gets tight, which payments cause it, and how far ahead you can see today.
Write down what's unclear.
Bring the decisions you're weighing, like a hire, a distribution, or an acquisition, and what you'd need to see before making them.
Check your booking confirmation.
Use it to confirm your meeting time and joining details. If you haven't booked yet, choose a time first.