Prep for an investor meeting
Twenty four hours out, Revo pulls investor notes, last interaction, and current company metrics into a one-page brief.
Walking into an investor meeting cold is how founders accidentally re-pitch the wrong narrative. Revo gives you the prep so the meeting builds on what they already know.
What's in the brief
Who they are (fund focus, recent investments, partner background), what they last asked, your current numbers vs the last time you talked, and the angle they're likely interested in.
When and where
24 hours before by default. Email or Slack, your morning routine. regenerated if the meeting moves.
- 1
Read investor history
CRM, prior emails, past meeting notes.
- 2
Surface last interaction
What they asked, what you committed to, what's changed since.
- 3
Draft talking points
Updated numbers, narrative arc, anticipated questions, asks.
Related actions
More tasks Revo can take off your plate.
File a client attachment into the right matter folder, automatically
When a client sends a signed doc, an exhibit, or a tax return, Revo recognises the matter, files it in the PMS, and sends back a one-line acknowledgement.
Prep for the discovery call with a prospect
Twenty four hours out, Revo pulls company research, prior outreach, and ICP context into a discovery brief.
Prep for a customer executive meeting
Twenty four hours out, Revo pulls CRM, usage data, and past correspondence into a customer-exec-ready brief.
Calendar a subpoena or deposition notice the moment it lands
Revo reads the notice, calendars the deposition or response date, alerts the team, and drafts the witness or custodian outreach.
Log a court order, calendar the deadline, notify the client
When the court emails an order, Revo logs it in the matter file, calendars every deadline it triggers, and drafts the client notice. all in one move.
Prep and customise the product demo
Twenty four hours out, Revo pulls discovery notes and customer use case into a customised demo plan and tailored deck.
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