The first money came from a trade everyone dismissed
Matt arrived still smelling like wet subway air.
He dropped a bag of cheap sandwiches on the table. “Talk. What am I betting on?”
Darren spread the Everpoint materials across the table: the prospectus, supplier invoice screenshots, anonymous ex-employee notes, customer churn curves, delayed settlement records. It looked like shattered glass under the light.
Matt studied it for ten minutes, then looked up. “You’re saying the revenue is real, but the cash is not.”
“More or less. The growth is being packaged as if collections are keeping up. They need continuous financing to maintain the picture. If the IPO is priced too high, the public market will teach them a lesson.”
“Sounds like every tech company in America.”
