Persient Presents

Ashish: Earlier on we had these weekly calls and, we learned about your business, through those one or two calls a week. And we put together a CIM that explained your business in a lot more detail. There were facts and proof points and graphs and analysis that backed up all the analysis and the investment highlights we laid out.

Client #1: I remember being very surprised almost by how thorough it was in both a storytelling narrative and then also the facts to, to support that narrative.

Client #2: And So when we went to build the CIM, I didn’t realize the amount of work that was involved to, to build that. This is another reason why I was so grateful that I went with you, because I didn’t know, what all went into telling my story. And so, I felt like there was no part of the process that, you didn’t walk me through, to help me understand what you needed and why you needed it.

Client #3: I think what you guys did was perfect. You, you helped me write the book and you did most of the work. I provided you with material, you asked the right questions. It was a little more work, you know, it’s not like without work. I had to work a little harder during that process ’cause I‘m doing my job to grow the business and doing my job to help you guys sell the business.

Client #2: I‘m not gonna lie, it was a daunting process. I mean, you guys were so detail oriented, you know, dotting all the i‘s and crossing all the t’s, and, and while it was like, oh my God, another thing I have to send over, it was all for the greater good.

Client #1: I think to have time always on the calendar to get the update was very important. So it was a great use of time to understand the asks and where we were and the process and then to continuously give you and team feedback as well.

Client #2: Just going through that whole process of putting the book together and evaluating the numbers and really working with us on our numbers, was key.