Meeting with Chris - a SaaS Analysis for an investment bank. We chatted and did some light introductions back and forth. I grabbed a few notes from talking with him. Just trying to learn the ropes. Interesting meeting.

- Bootstrappers - he likes that we are a bootstrapping company, no major capital input, just building things out on our own. That shows promise to some people. Minimal debt, loans, or payables.

- We are a multi-industry ERP system. That means that we do a lot of different things. ERP stands for enterprise resource planning software.

- Great customer satisfaction and retention (number of invoices or how many years each company stays with our company). We have tons of clients that have used us for over 10 years.

- Company seems to have good momentum, it has a great story.

- There seems to be a magic number where investors start to get interested. It is around the $2M/year revenue mark.

- Chris asked, why no marketing and no salesperson? I answered that we tend to get pulled into custom land (doing custom code).

- He also wanted to know what are our financial goals were for both now and in the future (long term)?