For invoicing I use https://www.waveapps.com/ . It is free and very good. Some great automation features for monthly billing and so on.
Director of first impressions - Receptionist <<<< I kind of went off topic here but it was just too good!
This is for sure the coolest way to finish a pitch!
Look at how Justin Hammer (Tony's arch rival) takes on a sales opportunity...
Two very different tactics here!
I am currently not in the Bay area however I have a work colleague who knows the area well. I have shared your question to him.
Normally I would suggest a round of drinks at a nice bar or something that encourages the group to bond.
Hope this helps!
Customer support service by UserEcho