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Q3 Business Review
Revenue, retention and the path to Q4 · 14 October 2026 · Priya Raman, COO
ANALYSIS
Expansion revenue overtook new business for the first time
EXHIBIT 5
New business · Expansion
036912Q4 25Q1 26Q2 26Q3 26New businessExpansion
+144%
Expansion, Q4 25 → Q3 26
KEY TAKEAWAY
Expansion now drives 54% of revenue. The land-and-expand motion introduced in Q1 is compounding.
5
KEY FIGURES
Q3 beat plan on revenue and retention
$18.4M
Quarterly revenue
112%
Of plan
94%
Net revenue retention
41
New enterprise logos
KEY TAKEAWAY
Growth came from expansion, not discounting: average contract value rose 9% quarter over quarter.
4
APPROACH
How a deal moves through the new motion
01
Qualify
Fit scored against the ICP before a demo is booked.
02
Prove
A two-week pilot on the customer's own data.
03
Expand
A second team onboards inside 30 days.
04
Renew
Renewal conversation opens 90 days out.
12
ArcdeckThe house palette: navy, pacific and purple, consulting-grade.ProfessionalConsulting17 layouts
Q3 Business Review
Revenue, retention and the path to Q4
DATE
14 October 2026
PRESENTED BY
Priya Raman, COO
OVERVIEW
The quarter at a glance
Expansion closed the quarter at $10.0M against $8.4M of new business — the first crossover since we started tracking it.
Expansion revenue overtook new business
11-day time to value
Down from 34.
41 new enterprise logos
12 competitive wins.
EMEA missed plan
68% of target.
1,900 agent hours freed
Redeployed to outreach.
06 / 17
KEY NUMBERS
Q3 beat plan on revenue and retention
Growth came from expansion, not discounting: average contract value rose 9% quarter over quarter.
01
Quarterly revenue
02
Of plan
03
Net revenue retention
04
New enterprise logos
$18.4M
112%
94%
41
04 / 17
ANALYSIS
Expansion revenue overtook new business for the first time
Q4 25Q1 26Q2 26Q3 267.27.88.18.44.15.67.410New businessExpansion
INSIGHT
+144%
Expansion, Q4 25 → Q3 26
Expansion now drives 54% of revenue. The land-and-expand motion introduced in Q1 is compounding.
05 / 17
ProfessionalPremiumCrisp white cards and a four-colour accent set.ProfessionalPitch17 layouts
Q3 Business Review
Revenue, retention and the path to Q4 · 14 October 2026 · Priya Raman, COO
Q3 beat plan on revenue and retention
$18.4M
Quarterly revenue
112%
Of plan
94%
Net revenue retention
41
New enterprise logos
Growth came from expansion, not discounting: average contract value rose 9% quarter over quarter.
BY THE NUMBERS
04 / 17
Customers are telling us the same thing
“
We were live in under two weeks. The last tool we bought took a quarter and a consultant.
Director of Operations, Northwind Logistics
IN THEIR WORDS
16 / 17
Expansion revenue overtook new business for the first time
036912Q4 25Q1 26Q2 26Q3 26New businessExpansion
THE TAKEAWAY
Expansion now drives 54% of revenue. The land-and-expand motion introduced in Q1 is compounding.
ANALYSIS
05 / 17
EditorialPremiumOversized serif headlines, annual-report polish.ProfessionalMinimalCreative17 layouts
Q3 Business Review
Revenue, retention and the path to Q4 · 14 October 2026 · Priya Raman, COO
01 / 17
Q3 beat plan on revenue and retention
Growth came from expansion, not discounting: average contract value rose 9% quarter over quarter.
Quarterly revenue
$18.4M
Of plan
112%
Net revenue retention
94%
New enterprise logos
41
04
Customers are telling us the same thing
We were live in under two weeks. The last tool we bought took a quarter and a consultant.
Director of Operations, Northwind Logistics
16
Expansion revenue overtook new business for the first time
036912Q4 25Q1 26Q2 26Q3 26New businessExpansion
Expansion now drives 54% of revenue. The land-and-expand motion introduced in Q1 is compounding.
05
NoirPremiumNear-black and champagne, investor-grade.DarkPitch17 layouts
Q3 Business Review
Revenue, retention and the path to Q4
DATE
14 October 2026
PRESENTED BY
Priya Raman, COO
SLIDES
17
The quarter at a glance
AT A GLANCE
06 / 17
HIGHLIGHT
Expansion revenue overtook new business
Expansion closed the quarter at $10.0M against $8.4M of new business — the first crossover since we started tracking it.
11-day time to value
Down from 34.
41 new enterprise logos
12 competitive wins.
EMEA missed plan
68% of target.
1,900 agent hours freed
Redeployed to outreach.
Q3 beat plan on revenue and retention
KEY NUMBERS
04 / 17
Quarterly revenue
$18.4M
Of plan
112%
Net revenue retention
94%
New enterprise logos
41
Growth came from expansion, not discounting: average contract value rose 9% quarter over quarter.
Who is accountable in Q4
TEAM
15 / 17
PR
01
Priya Raman
Chief Operating Officer
Owns the Q4 plan end to end.
DO
02
Daniel Okafor
VP Sales, EMEA
Pipeline rebuild.
ML
03
Mei Lin
Head of Growth
Self-serve conversion.
TA
04
Tom Alvarez
VP Engineering
SOC 2 Type II.
BentoPremiumModular tiles with oversized numbers.PitchCreative17 layouts
Q3 Business Review
Revenue, retention and the path to Q4 · 14 October 2026 · Priya Raman, COO
Nº 01
PRESENTATION
17 SLIDES
01 / 17
Where we stand
Three quarters in, the plan is working — with one exception.
03
SECTION
03 / 17
Q3 beat plan on revenue and retention
$18.4M
Quarterly revenue
112%
Of plan
94%
Net revenue retention
41
New enterprise logos
Growth came from expansion, not discounting: average contract value rose 9% quarter over quarter.
NOTE
KEY FIGURES
04 / 17
The Q4 plan in four moves
01
October
Rebuild the EMEA pipeline with a focused outbound push.
02
November
Ship self-serve pricing experiments and the onboarding email sequence.
03
December
Close the enterprise security-review gap with SOC 2 Type II.
04
January
Review, then set the 2027 expansion targets.
TIMELINE
11 / 17
SwissPremiumA visible grid, huge type, one Swiss red.MinimalCreative17 layouts

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17

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8

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12

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22

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Client proposals and recommendation decks with SCQA structure.

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