Pitch practice

Date: 2026-01-14 · Duration: 74.29000091552734 min Organizer: Nader Attendees: Mike, Nader

Summary

• Investor Call Preparation: Focus on high-level vision and user-centric storytelling, not deep product demos.
• Vision Evolution: Shift towards AI-driven payment CRM for ISOs, aiming to enhance agent productivity by 10x.
• Niche Targeting: Emphasizing high-risk merchant portfolios differentiates from low-risk competitors like Stripe, ensuring strategic growth.
• Financial Growth: Company doubled processing volume to over $5 million since March, showcasing strong demand for new model.
• Lean Operations: Plans to hire minimally with new funds, focusing on enhancing sales and digital marketing efficiency.
• Human Element: Commitment to amplifying human relationships in payments, using AI for support rather than replacement.

Action Items

• Michael Wright Follow up on potential opportunities with podcast partner and explore converting high-risk account leads (09:01) Prepare and share Google Notebook draft summarizing vision for pre-call review (01:12:55) Participate in final prep meeting before investor call (01:12:38)

Nader Atrchin Rest and manage health issues ahead of investor meeting (06:05) Prepare a concise demo of platform capabilities including user hierarchies and pivot story as backup for investor call (12:50) Refine and articulate user-centric pivot story with focus on partner and merchant feedback and traction (18:00) Update traction slide and financial metrics reflecting doubling volume since March (56:43) Develop a clear funding utilization plan emphasizing marketing and sales hires, lean engineering leveraging AI, and brand awareness campaigns (01:02:30) Coordinate and confirm time for evening or next-day prep session with Michael Wright before investor call (01:12:56)