Quarterly Board Pack
| Metric | Current | Target | Prior Year | YoY | RAG |
|---|
1 Figures are management accounts, unaudited, and reconciled to the general ledger. RAG status assesses current vs plan with a ±2% tolerance band. Old-style figures used throughout.
2 Bullet charts show actual against the plan target marker; shaded band is the prior-year range. Commentary auto-drafted by the pack's Auto-Narrative engine and reviewed by the CFO. Tone: Balanced.
Asks & Decisions
AI-drafted from variances-
Board voteApprove Series-B raise timing for Q1 2027$6M target; runway supports patience, but market window favors an early-Q1 process.
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Board voteSign off on the 20-hire R&D planPhased over H2; modeled into the 23-month runway with no breakeven impact.
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RatifyRatify the updated FX hedge policyLift target hedge ratio to 85% on EUR/GBP exposure; treasury to execute.
3 Runway assumes current net burn held flat and the approved hiring plan; breakeven marker reflects the base operating forecast. Cash balance reconciled to bank statements as of Jun 24, 2026.
NRR — net revenue retention; expansion less contraction and churn within the installed base, indexed to 100%.
EBITDA margin — earnings before interest, tax, depreciation and amortization, over revenue.
Net burn — operating cash outflow less inflow, monthly.
Runway — months of cash at current net burn before breakeven.
Every metric on the scorecard responds to “Explain this metric” — click any row for its definition, formula, eight-quarter trend, and a plain-language read drafted by the pack's AI.
4 This pack is a staas.fund showcase rendered with illustrative, non-client figures. No live data is connected.
We closed the second quarter ahead of plan on the lines that matter most. Revenue of $14.2M beat the $13.6M target and grew 45% year over year, carried by new-logo momentum and a 118% net revenue retention base that continues to expand inside the installed footprint.
Profitability improved alongside growth: EBITDA margin advanced from a planned 16% to 18% as gross margin held at 82% and operating leverage emerged in go-to-market spend. Net burn fell to $1.4M per month, down 26% from the prior period, extending runway to 23 months without compromising the hiring plan.
The single watch-item is revenue concentration: the top-ten logos represent a larger share of NRR than we would like long-term. We are actively broadening expansion across the mid-market cohort, and early signal from the new onboarding flow is encouraging.
3 Right · 1 Watch AI summary