Meeting Prep
Walk into any client, management or interview meeting knowing the company, the people and the agenda cold.
Seat
General · IB · PE · ER/HF
Level
All levels
Runtime
~30 min
Output
Meeting brief: company, people, agenda, questions
What this helps you accomplish
The 30-minute briefing routine: company snapshot, recent events, the counterparty’s likely agenda, who’s in the room and what they care about, plus the questions you should ask and the ones you’ll be asked.
Delegate · Verify · Decide
The core L3VLUP principle: AI output is never automatically correct. Know what to hand off, what to check, and what only you can own.
Delegate
AI is good enough to do this.
- • Compiling recent news, results and stock context
- • Gathering public backgrounds on attendees
- • Drafting the one-page brief in standard format
Verify
AI accelerates you here, but a professional checks the work.
- • News items are current and real — a fabricated "recent event" is fatal
- • People data matches the right person (name collisions are common)
Decide
Judgment the human owns. This is the skill.
- • Your objective for the meeting and the one thing you must leave with
- • Which questions to actually ask given the room
- • What NOT to bring up
Inputs required
- Company / counterparty and meeting purpose
- Attendee names if known
- Your role in the meeting (running it, supporting, interviewing)
The workflow
- 1
Refresh the company
Latest results, stock move, news flow, anything announced this week — the thing you’ll be embarrassed not to know.
- 2
Profile the people
Backgrounds, tenure, past statements, what each attendee is likely to want from the meeting.
- 3
Predict the agenda
What do THEY want to cover? Prepare for their meeting, not just yours.
- 4
Prepare your questions
3-5 questions that show preparation and move your objective forward.
- 5
Anticipate theirs
What will they ask you? Draft crisp answers to the hard ones.
Run this skill
Any listed company, anywhere. Ticker or name.
Quality checklist
The output isn’t done until every box ticks.
- Brief fits one page
- Every attendee has a line
- Your top-3 questions written verbatim