Discovery — Charter Impact
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Reference Files
2.4 MB · 2w ago
Full P&L, balance sheet, and cash flow for FY2025. Revenue $8.2M, EBITDA $1.1M (13.4% margin).
540 KB · 2w ago
23 active clients. Average tenure 4.2 years. 3 clients at risk (budget cuts at schools).
210 KB · 2w ago
47 employees across 6 departments. 8 open headcount requests on hold pending tech strategy.
1.8 MB · 2w ago
Original Red Iron investment memo. Thesis: services-to-SaaS, 3x revenue in 5yr hold.
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Call Transcripts
CEO Discovery Call — Maria Rodriguez
2026-04-1052 minfireflies
POSITIVE
Maria shared her vision for Charter Impact's next 3 years. Key themes: growth bottleneck is client onboarding speed and reporting bandwidth; open to technology but worried about client relationship disruption; sees AI as a major opportunity for financial analysis.
Maria Rodriguez Ben Marshall
COO Working Session — James Park
2026-04-1468 minfireflies
NEUTRAL
Deep dive into operations workflows. Documented the onboarding process (currently 3–4 weeks, 14 manual steps). Identified compliance calendar as a major pain point — currently tracked in one spreadsheet owned by Rachel Kim with no backup.
James Park Lisa Chen Ben Marshall
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