Every proposal, every recommendation, every slide must answer these. If it doesn't pass all five, it doesn't make the pitch.
Customer Impact
Does this ship features customers want, faster? Does the end user — the salon owner, the vet clinic — see a difference?
Cycle Time
Is the improvement measurable? Jason tracks to the day. 35 days to 16-17. If you can't put a number on it, don't say it.
Scale
Does it work across ALL 10 products and 6+ tech stacks? A solution for one language is a hobby. A solution for all is a platform.
Platform
Does it help unify the portfolio? Does it make the next acquisition easier, not harder? Jason thinks in platform terms.
Pragmatic
No studies. No heavy frameworks. No 3-year roadmaps. He wants results fast. Prove it on one team, then roll it out.
Key Intel — Keep This Handy
CTOJason Kirk — USMC Vet, ex-REPAY (IPO 2019)
CEOPatrick Shanahan — ex-CardConnect ($750M exit)
PE BackersLLR Partners + Parthenon Capital
Project Nova2 teams, CRM integration, must use AI — no manual coding
Nova LeadMatt — needs to be on Friday's call
Current ToolsGitHub Copilot + Claude Code — rapid experimentation
StandardizedJira, Confluence, GitHub, AWS, Zuora, Salesforce
ThreatFresha AI agent "Nova" — 80% automated, 4.6/5 CSAT
Why They Lost Us"You didn't have enough there" — came with staffing, not strategy
Phase 1$15K / 2 weeks — AI Discovery and Readiness
Full Opportunity$1-2M+ over 18 months