Meeting Preparation
Prep for Meeting with Greg Finkelstein
Capital Advisory Inquiry — G-CIM Inc. | Growth Capital Raise
Monday, July 13, 2026 · 10:00 AM – 10:30 AM CT 30 minutes 3 attendees
Meeting Attendees
Greg Finkelstein
Organizer — Tyton Partners
Rich Flynn
Attendee — Tyton Partners
Dr. Kaluba Kapapula
Founder & CEO — G-CIM Inc.
Preparation Checklist
0 / 20 doneMaterials
Know Your Numbers
Your Ask & Story
Logistics
Materials to Have Ready
Anticipated Questions & Prepared Responses
Questions to Ask Greg
1What is your typical engagement structure — retainer, success fee, or a combination?
2What deal size range and stage do you typically advise on?
3What's your track record specifically in EdTech or education-sector transactions?
4What is your typical timeline from engagement to close?
5Do you have existing relationships with education-focused investors or strategic buyers?
6What materials or data would you need from us to begin evaluating the engagement?
7How do you see G-CIM positioning in the current EdTech M&A and fundraising landscape?
Key Strategic Reminders
- This is a discovery call — Greg is evaluating whether to take G-CIM on as a client. Your job is to show you're a credible, prepared founder with a real business.
- Lead with traction — 5,700+ sessions, 35+ countries, zero paid marketing. This is your strongest proof point.
- Frame everything as commercialization-stage, not pre-development. The product is built — capital is for revenue conversion.
- Listen more than you talk in the first 10 minutes. Understand what Greg is looking for before pitching.
- You have only 30 minutes — prioritize your top 3 talking points. Don't try to cover everything.
- Ask about fee structure flexibility — this was a key discussion point with other advisors (Post Oak / deferred fee).