Recombo

Change from 2004 – 2005.

  • More professional demeanour (and appropriate attire).  
  • Spoke more clearly and more concisely.
  • Clearer definition of value proposition to customers and Recombo (less tech talk).
  • Less animated, less passionate.
  • No summaries, graphs, numbers which may make it easier to convey message (though should define technical terms such as SCORM prior to its use in presentation materials). 
  • Overall, change in feel from company in startup mode to company in growth mode.

I am curious (as with the M. Lamberson interview – see comments under OLT – Interesting, but not a pitch? by Mary Burgess) whether Mr. MacPhee was able to prepare responses in advance.  If pre-prepared, he did come across naturally, not scripted.

Concerns watching 2004 pitch

  • What is Recombo’s competitive advantage over the traditional publishers (Pearson, Thompson…)
  • If have all these clients (80% Fortune 1000), why this pitch?  
  • Markets and revenues ~doubling year over year, too good to be true?

Concerns watching 2005 pitch

  • Great shape but… transition…  is past relevant to future?  
  • Company appears to change strategy annually.
  • Nearly double size of staff, what will the company be, what is the strength of its management?

 

Strength in both presentations:

Clear definition of the problems that Recombo intents to resolve for customers.

Company seems to understand its own business model.

Company has a vision (though in state of flux).

Company has a financial plan – positive cash flow goal, revenues growth projection, source of financing (IPO / acquisition).

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