← Agicap
Agicap role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Software that tracks a company's cash and forecasts future cash flow so finance teams can plan ahead.
Who you'd be calling
CFOs, finance managers, controllers and owners at small and mid-sized companies
Your opener
“Hi, this is Sam from Agicap. I know I'm calling out of the blue. We help finance teams replace cash flow spreadsheets with a live forecast. Do you have a quick minute?”
Problems you solve for them
- Cash tracking lives in messy spreadsheets
- Hard to predict if cash will run short
- Finance teams spend hours on manual reports
Discovery questions to ask
- How do you forecast cash today, spreadsheets or a tool?
- How often do you update it, and how long does it take?
- Have you ever been surprised by a cash shortfall?
Objections they'll throw at you
“I'm busy right now.”
→ Of course, I'll be brief. Would a call later this week be better?
“We're not interested.”
→ Understood. Are you comfortable with how you see your cash six months ahead today?
“We already use Excel and it works.”
→ Excel is great, and many of our customers started there. How much time does it take to keep updated, and would you like to see what could be automated?
“Send me an email.”
→ Happy to. What's your biggest cash headache so I can send something relevant?
Competitors worth knowing
Pulse, Float, Fathom
Interview tips for this company
- Know the basics of cash flow versus profit: a company can be profitable and still run out of cash.
- Agicap is French and growing in the US, so practice a short, clear intro and mention its scale only as the profile states.
Written from public information about Agicap to help you practice. Ask an insider what their role play looked like; it's the best prep there is.