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Team checking W13

People invest for xyz strengths, and the weakness abc are less important cuz you can hire people later.

We are looking for the spikes, you need to emphasize the spikes way more.

What do you think is our spikes? - Execution people: Show that even within this three months, you've done so much. Show you know your pipeline very well. Show you know the traction well

- Show you know the space, and the background. As domain expertise you need to show much more than just general facts. It doesn't sound like you are real experts. You know different types of customers, pure numbers, some stories. Not too vague not too specifically.

What to do to mitigate this?

Main three takeways:

Pricing: 3k/user/year

Defensibility: Pyramid principle.

So our Defensibility lays on the fact we are building a network of supply chain, and our solution is getting better

The more clients you onboard, the more data we have, and the more insights you can discover and better are algorithms. Then a concrete example.

Network + benefits of the network + the example

Solution: You need to link it with the network. All the others don't have network effect we have.

Why now:

Better data - real time:

Standard data: with the rise of supplier portals these days, data is standard and more data available. Don't say starting the market, it gives you access.

SaaS:

⇒ answer is too much details for now.

Comments:

Why invest? If i can see evidence you can build the network. Maybe you will have 10 customers and you will stop. I want to see evidence of scale, and not just steady growth. At this point, i want to see you are very strategic.

I want to see more humility, don't say you know everything.

I would invest if i see the skills to create network.

Maybe your expertise knowledge and thoughtfulness.

I would not invest: Lack of strategy. We don't see how you gonna smartly build the network.

You are in a fairly good place.