Finance & risk
Investor Update One-Pager
Send investors the quarter on one sheet. Founders use it for monthly and quarterly updates.
Make one freeFree, no account needed
What’s on It
- Headline numbersThe Quarter in Four Numbers
- Line chart over timeARR Trajectory
- Key pointsWhat Changed
- The one thing to act onWhat We Need From You
- Progress barsAgainst the FY25 Plan
Sample One-Pager. Company and figures are made up.
Investor Update, Q4
Vellmoor Software · January 2026
The Quarter in Four Numbers
ARR
$9.6M
+61%
vs $6.0M FY24
Customers
1,840
+520
vs 1,320 FY24
Net retention
127%
+9 pts
vs 118% FY24
CAC payback
14 mo
-5 mo
vs 19 mo FY24
ARR Trajectory
FY25FY24
What Changed
Self-serve now opens 41% of new accounts.
Enterprise tier launched in October, 22 signed.
Support headcount flat while tickets fell 12%.
What We Need From You
Two introductions to heads of data platform at Series C companies. That channel closed at 3x the rate of outbound this quarter and we have capacity for six more pilots.
Against the FY25 Plan
ARR target107%
Enterprise logos73%
Gross margin goal94%
Make One from Your File
Drop in a PDF, Word or PowerPoint file. Get your One-Pager in a minute or two.
Make one free