Portfolio
12 companies, the ones wanting attention first.
Runway fell to 5.3 months from 6.4 at Q1 as European freight softness held volumes flat for a third consecutive quarter.
The Q2 pack has been chased twice with no response, so nothing this quarter has been verified against a document.
A competing therapy received fast-track designation, and the Phase II timeline slipped a quarter on recruitment.
Two deployments slipped a quarter on customer-side site readiness, pushing recognised revenue into Q3.
ARR growth slowed to 9% QoQ as two enterprise renewals slipped into Q3, and gross margin softened on higher hosting costs.
First full quarter post-launch landed on plan, with pipeline building ahead of the Q3 hiring step-up.
A European tier-one banking client signed in July, taking the quarter comfortably past plan on new ARR.
Contract renewals completed on schedule and utilisation is holding above plan across all six sites.
Infrastructure optimisation added five points of gross margin, and the quarter closed slightly ahead on ARR.
Trading in line with plan through the quarter, with gross margin holding despite freight cost pressure.
Volumes ahead of plan for a second quarter, with the account-to-account rail now a fifth of processed value.
Growing to plan, with the first two enterprise logos live and referenceable.
Status, sector, lead partner and next board meeting are placeholders: the extraction API records the first three as questions for the client and has no meeting date at all. Company names and slugs are the only real fields on this screen.