Short summary notes: -info on what they want to do with raise starts at 32:00 -vague on what cash will be used for. Basically, puts them in a position for "growth". CEO offered two examples (which he demanded not to be read into): 1) acquisition, 2) need a strong balance sheet to secure huge contracts with government (provides evidence that they can ramp up production, etc.) -institutional investors were interested in owning VTSI for a long time, but wouldn't buy on open market, hence the structure of the raise -CEO dodged all questions about % of their revenue that is recurring -for PRs about wins, they don't PR anything less than around ~100 or 200K and also need approval from client (maybe police departments, etc. are less interested in sharing investments given what is going on)
Rest was mostly fluffy.
The interviewer pressed him on lack of PRs, so that was interesting. Makes me wonder if they will PR something soon. For me, ideal exit would be on a PR.
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