1. CALL FIRST: Procore Technologies
- Who
- VP of Finance
- Why now
- Closed the DroneDeploy acquisition(source: procore.com)
- Why it matters
- New business means new cards, expenses and approval rules to merge
- Ask about
- two sets of spend rules that don't match / no clear view of what the new team spends
Say
“Hey their first name, this is your name from Perk. I noticed you just closed the DroneDeploy acquisition, and I had a quick question. Do you have 20 seconds?”
When they say yes
“Perfect. I've been speaking to a lot of finance leads when they've just bought another company, and most of them tell me they've been dealing with one of two things: either two sets of spend rules that don't match or no clear view of what the new team spends. Is either of those relevant to you, or am I way off the mark?”