AI summary
Good morning. The company is tracking Amber on three of five objectives, none Red. New ARR is £3.9M of the £6.5M target, five commercial-FM logos of twelve. The signal worth your attention first: Manchester SDR pipeline and Professional Services capacity are showing the same constraint in two functions' data at once, scoped this week. SOC 2 has one outstanding evidence item. Retention is the bright spot at 110% and improving.
New ARR (year)
Net revenue retention
Commercial-FM logos
SOC 2 Type II
Cross-functional signal, surfaced early
Manchester SDR pipeline is converting to Proposal roughly 30% below the established AE rate, and Professional Services capacity is tight on the same accounts. These two facts appeared in Sales and Customer data independently the same week. Not yet diagnosed as one cause; Marcus and Tom are scoping it with Ben Larsson this week per the Monday decision, revisit next Monday.
New ARR £3.9M of £6.5M; NRR 110% toward 115%; gross margin 83%, green
5 of 12 logos closed; Manchester hub ramping, pipeline building but below target
Churn 5.2%, green; onboarding 34 days vs 30-day target; CSAT 4.4 vs 4.5
Assets 2.0 on track for GA this quarter; uptime 99.94%; AI beta cohort recruiting
Runway 22 months, green; CSM hire open; SOC 2 audit under way
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