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Q2 2026
Board Deck Q2 2026 · File.Business

Board review

Operating update, financial picture, and the next quarter. Web version of the deck used at the June 4, 2026 board meeting.

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formation service
51
Jurisdictions
filed in-house
220K+
Businesses
formed since launch
4.9★
Rating
8,200+ verified reviews
SOC 2 Type II · 2025 report 4.9 · 8,200+ reviews E&O Insured · carrier on request 51 Jurisdictions 220,000+ Formed
See disclosures + carrier names →

Topline KPIs

Annual recurring revenue
$8.4M
+38% YoY
Active customers
47,200
+22% Q/Q
Net new (Q2)
8,400
vs 6,890 in Q1
NRR
112%
+4 pts vs Q1
Gross margin
78%
+1 pt vs Q1
Cash position
$14.2M
23 months runway

Unit economics

Blended CAC
+$4 vs Q1, paid channels expanding
$68
12-month LTV
+$28 vs Q1, NRR lift
$372
LTV : CAC
Healthy band 3-7×
5.5×
Payback period
Below 6mo industry median
4.2 mo
Magic number (Q2)
1.4
S&M efficiency

Above 1.0 means S&M spend is paying back in under a year. We are roughly 40% above the SaaS healthy threshold.

Q2 shipped + Q3 committed

Q2 shipped
  • ✓ 25-component UI redesign
  • ✓ /status, /trust, /developers, /dashboard-preview
  • ✓ Spanish-language scaffold (6 pages)
  • ✓ Client-side site search across 733 pages
  • ✓ A/B testing harness + 3 live tests
  • ✓ 3-year cost estimator on /pricing/
  • ✓ Activity ticker + exit intent modal
  • ✓ BOI 2025 rule update site-wide
  • ✓ FAQ schema confirmed on 2,431 pages
Q3 committed
  • → Public API v1 launch (Python + Node SDKs)
  • → Customer dashboard MVP (auth + entity switch)
  • → Affiliate / partner program launch
  • → Content engine: 24 cornerstone articles
  • → Spanish expansion: +15 pages
  • → Real customer interview program (10 stories)
  • → Brex banking integration GA
  • → Mobile app announcement (TestFlight Q4)
  • → ARR target: $11.5M (+37% Q/Q)

Full deck

All 13 slides including cohort retention heat map, revenue mix, competitive position, and risks + mitigations.

Download .pptx (502 KB)
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