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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Shannon Scoffield
Created Date/Time: 3/5/2024 4:04 pm
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
Time Id: 10888
Template/Type: Brandon Time
Title/Caption: Meeting with Shannon
Start Date/Time: 3/28/2024 12:00 pm
End Date/Time: 3/28/2024 2:00 pm
Main Status: Active

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Uploaded Media/Content & Other Files (2)
Media Name   File Type Date Description
PitchDeckOutline.docx   Doc/Text 3/28/2024 Moved the pitch deck outline organization and categorizing over to its own doc.
PitchDeckWorkandNotes.docx   Doc/Text 3/28/2024 Reviewed notes from some of our other days. Moved the pitch deck outline over to a new doc. We ended doing a super quick brainstorming session on buying a house and then took some time to relate and expand that to what our investors might be looking for with buying a SaaS company share. We captured that here on our notes doc. Hopefully this can help guide us to what we think investors will be interested in seeing and understanding.


Working with Shannon. Talking about sorting and grouping cart, invoice, and quote line items. That's a new and upcoming need. We talked about cutting corners and building on top of that - under pressure. Sometimes it just has to happen but you don't want to make that the norm. At some point, there will be some future clean-up that is needed. As we look forward, the question comes up... who is going to get to it and when? All part of the game. See attached for some of Shannon's notes.

We also spent some time talking about buying a house and what a person would like to know... and how that translates into buying shares of a technology and SaaS (software as a service) company. Good discussion. See attached notes.