MindWalk CFO Playbook: Finance Deals Ahead
New CFO at MindWalk Holdings means finance systems and IR gaps. Pitch transformation advisory and capital markets services. Fill your pipeline and close big deals fast.
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🚀 Battle Card: MindWalk Holdings Corp.
Quick trigger:
Sales trigger alert: this MindWalk Holdings Corp. sales trigger unlocks finance deals.
👤 Decision Maker in the News
- R. Scott Areglado, Chief Financial Officer · 🔗 LinkedIn
💡 Why It Matters
- Adding a CFO with 25+ years leading finance strategy sets the stage for disciplined capital management and scalable growth. → Source
🎯 Core Pain Point
- Lack of mature financial systems to support rapid AI platform expansion
- Need for robust capital markets and investor relations strategy
💰 What to Pitch
- Primary: Finance transformation advisory → Improved financial transparency and control
- Expansion: Investor relations and capital markets services → Enhanced market engagement and valuation
🗺️ Quick Context
- HQ: Austin, TX
- Employees: ≈ 150
- Rev: ≈ $30 M
- Website: mindwalkai.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win this MindWalk Holdings Corp. sales trigger.
- Workday — FP&A / Financial Management
- Unique edge: Unified HCM and financial suite
- Evaluated by CFO for reporting consistency
- Anaplan — FP&A Modeling
- Unique edge: Connected planning across lines of business
- Evaluated by VP Finance for scenario modeling
- BlackLine — Account Close Automation
- Unique edge: Continuous accounting and reconciliation
- Evaluated by Dir. Accounting for close-cycle speed
- Q4 — Investor Relations Platform
- Unique edge: Real-time IR analytics and targeting
- Evaluated by IR team for shareholder engagement
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10) – tag with 'MindWalk Holdings Corp. sales trigger'
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Finance transformation advisory❑
PROOF_METRIC = ❑8 consecutive quarters of revenue growth❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Scott
COMPANY = MindWalk Holdings Corp.
DEPT = Finance
SIZE = ≈ 10
BOTTLENECK = immature financial systems
EVENT = CFO appointment
DETAIL = MindWalk Appoints R. Scott Areglado as CFO
PAIN = Lack of mature financial operations to support rapid AI-driven growth
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251021178200&div=41152219
SIM_CO = BrainsWay Ltd.
WIN_METRIC = 8 consecutive quarters of revenue growth
NEXT_SIZE = ≈ 20
EMP_EST = ≈ 150
REV_EST = ≈ $30M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 10-person Finance
Scott—noticed your Finance team is ≈ 10.
That’s when immature financial systems slows growth.
We helped BrainsWay Ltd. fix this with Finance transformation advisory.
Result: 8 consecutive quarters of revenue growth.
Quick call?
PS—next bottleneck hits ≈ 20.
DM ≤45 words, TONE:
Saw your post about MindWalk Appoints R. Scott Areglado as CFO — Lack of mature financial operations to support rapid AI-driven growth. Finance transformation advisory. 8 consecutive quarters of revenue growth. Quick chat?