The quarter Northwind crossed $2.4M ARR — and proved the enterprise motion works.
ARR up 38% QoQ to $2.4M, driven by two enterprise logos and expansion in the base. NRR held at 121%.
Shipped the Snowflake bi-directional integration — now live with 40% of accounts and unblocking three enterprise deals.
Our VP Engineering hire slipped a quarter. Roadmap absorbed it; hiring is now our #1 ask this update.
1) Warm intros to CFO / finance buyers. 2) A senior data-engineering candidate for our founding platform role.
Fourth consecutive quarter of accelerating net-new ARR. Enterprise now 44% of book.
Signed a Fortune-500 logistics firm and a national insurer — combined $520k ACV, both multi-year.
+$520K ACVBi-directional sync went GA on schedule. Live with 40% of accounts inside three weeks; top-requested feature of the year.
Shipped on timeSeat + module expansion outpaced churn. Gross retention steady at 94%.
Best-in-classOur final candidate for the founding VP Engineering role took a competing offer late-stage. Search reopened; we prioritized fit over speed. Roadmap velocity held because the platform team absorbed critical-path work — but this remains our biggest single risk to H2 scale.
Sales hiring ahead of pipeline pulled burn to $210k/mo. Deliberate and covered by runway — we're watching CAC payback closely (currently 14 months).
Every dollar into sales returns $1.30 of net-new ARR within a year. The enterprise shift is lifting deal size and margin simultaneously.
Our new finance package needs design partners. We're looking for warm intros to CFOs or VP Finance at 500–5,000-person companies. Two intros this quarter would meaningfully de-risk Q3 pipeline.
Founding platform role — someone who's built high-throughput data pipelines at scale (Snowflake / Spark / Kafka). Know someone great? A single referral could close our biggest gap.
A clean quarter of compounding growth, honest about the hire we missed. Thank you for the support — the asks above are how you can help us make Q3 our best yet.