FICTIONAL WORKSHOP SOURCE
Investor kickoff
MT04 | internal | 2026-10-13 | S02

Reese: We need a decisive CEO who can reset the operating cadence in the first hundred days. We cannot wait another quarter for a plan.

Chair: A reset is reasonable, but the customer relationships are why we bought the business. I do not want a candidate who hears that everything must be replaced.

Mira: What decisions can the new CEO make without investor approval? The answer changes the profile and the proposition we can make.

Reese: Capital spending above an agreed threshold comes back to us. We have not set that threshold yet.

Chair: Nor have we agreed who appoints the commercial director. The outgoing management team expects to have a voice.

Mira: Then complete autonomy would be an inaccurate description. I will write the open decision rights explicitly in the brief.

Reese: Please do not make the role sound powerless. There is room to lead.

Mira: We can describe the intended room to lead while naming what remains to be agreed. A candidate may ask the same questions we are asking now.

Chair: Prior portfolio-company experience would help, but I care more about keeping customers through change. Is that still a possible tradeoff?

Reese: Yes. Bring two contrasting profiles rather than making prior investor ownership an automatic exclusion.

Mira: I will draft the mandate by October 16. Reese and the chair will review decision rights at the next governance meeting; no approval date is guaranteed.
