TalkGraphPre-seed pitch: leading with retention
Two co-founders prepping Thursday's investor meeting.
TOPICOpen with retention, not the market
It's our strongest evidence, and investors ask about it first anyway.
DECISIONAmira62% of teams still active after eight weeks
Out of 19 paying teams.
FACTTomWeekly active teams
Since the paid launch.
CHARTTom19 teams is a small sample
Expect the 'too early to tell' pushback.
RISKAmiraShow the cohort, not just the number
Name the three use cases that stuck.
IDEATomWhy will this still matter in five years?
The question we stumbled on last time.
QUESTIONAmiraEvery meeting adds to the record
The value compounds with use, which is hard to copy late.
IDEATomTeams that map 10+ meetings rarely churn
Two of 11 cancelled, against 5 of 8 below that.
FACTTomMake this the 'why now, why us' slide
One slide, one chart, no jargon.
DECISIONAmiraHow big can this get?
Last time our market slide felt hand-wavy.
QUESTIONTomBottom-up, not a top-down TAM
Teams like ours, times price, times reachable channels.
DECISIONAmira£9.99 per seat, average team of six
About £720 a year per team.
FACTTomTom builds the bottom-up model
One tab, assumptions visible, by Wednesday.
ACTION☐ Tom @TomBig players could add this
The 'what if Microsoft builds it' question.
RISKAmiraAnswer with focus and speed
We ship weekly on one job; they bolt features on.
IDEATomDo we name competitors?
Or keep it to categories?
QUESTIONAmiraName two, credit what they do well
It reads as confident, not defensive.
DECISIONAmiraAmira rehearses the opening twice
Out loud, timed, by Wednesday night.
ACTION☐ Amira @AmiraTom's churn analysis changed the story
We'd have led with the market otherwise.
PRAISEAmiraWhat's the ask, exactly?
Amount, runway and the first three hires.
QUESTIONTomTom drafts the use-of-funds slide
Three lines, each tied to a milestone.
ACTION☐ Tom @Tom