It might even be worse if it wasn't as such - a security-oriented business that, motivated by Bitcoin's shortcomings, does due diligence on anonymous crypto and genuinely concludes that Zcash, in its current state no less, is the answer? Come on.
I do appreciate you're pointing out this alternative take. I guess what clouded our discussion is that we mixed questioning their motivations (the investors thing) and their judgement (ie is zcash a good choice?). I missed the latter, focusing on the former only.