Here's your full meeting prep brief for tomorrow:

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📋 Meeting Prep: Discovery Call — Orion Technologies

March 13 · 10:00–10:45 AM PDT

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🏢 About Orion Technologies

Orion Technologies is an AI-powered Data Loss Prevention (DLP) SaaS company that replaces traditional policy-based DLP tools with autonomous AI agents that monitor data in real-time, detect user intent, and prevent leaks proactively. They serve enterprise customers in finance, healthcare, and technology.

• 💰 Funding: Closed a $32M Series A in early 2026, led by Norwest Venture Partners with participation from IBM — bringing total funding to ~$38M
• 📈 Growth signals: Round closed less than a year after seed, signaling rapid traction
• 🏷️ Key differentiator: No reliance on manual policies — reduces false positives and maintenance costs vs. legacy DLP

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👤 Marcus Hale — VP of Sales Operations

• Oversees the sales ops infrastructure at Orion — likely owns the CRM, forecasting tools, and sales tech stack
• Talk track: He'll be evaluating how your platform integrates into their existing sales motion and whether it reduces operational overhead for a scaling team post-Series A
• Likely pain points: Scaling a sales org quickly after a large funding round, data hygiene, pipeline visibility

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👤 Priya Nambiar — Head of Revenue Operations

• Owns the revenue operations function — she'll be thinking about systems, enablement, and cross-functional alignment between sales, marketing, and CS
• Talk track: Focus on reporting, attribution, and workflow automation for a fast-growing RevOps team
• Likely pain points: Consolidating tools, reducing manual work, improving rep productivity

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💡 Suggested Talking Points

1. Post-funding growth: With $32M just raised, Orion is likely hiring aggressively — ask about their headcount growth plans and how their current stack is keeping up.
2. IBM partnership: IBM is an investor — worth asking if they're leveraging any enterprise IBM tooling and where gaps exist.
3. Stack consolidation: RevOps + Sales Ops being in the same call suggests they're looking for a unified solution, not a point tool.
4. Security posture: Their core product is about data security — they'll likely have strict requirements around data handling and compliance. Be ready to speak to SOC 2, data residency, etc.

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Want me to also search your recent email thread with them, check Slack for any internal context, or draft a pre-meeting agenda to send over?

You're all set! ✅ The Meeting Prep trigger is live. Here's what will happen automatically:

15 minutes before every calendar meeting, this agent will:

1. 🔍 Enrich each external attendee via Apollo — titles, seniority, employment history
2. 🌐 Search the web for recent company news — funding, launches, hiring signals
3. 📧 Scan your Gmail for any prior threads with the attendees or their company
4. 💬 Check Slack for internal account context or notes
5. 📋 Send a meeting prep brief directly to you in Slack with everything you need to walk in confident

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Note: The brief will only fire for meetings with external attendees, so you won't get pinged for internal standups.

Want to customize anything — like which Slack channel it posts to, or what to include in the brief?