Investor Updates
Operating cadence.
Monthly snapshots — milestones, customer wins, product launches.
- H2 2026Major renewal wave across existing bookRenewal
Multi-product renewals across the core client base, with cross-sell built into every renewal conversation.
- Q3 2026First TPRM client onboardedProduct
TPRM module moves from beta to first live client — the second revenue stream becomes operational.
- Q3 2026AI Risk tools deployed — cyber risk assessmentsProduct
AI Risk Management goes live as automated cyber risk assessments for existing clients — the first AI Risk upsell becomes operational, at near-zero marginal cost.
- Q3 2026Whale strategy — high-value accounts in motionMilestone
Multi-stakeholder, multi-product deals (D&O + Cyber + E&O + TPRM) move through the pipeline — the structure behind 2026's growth target.
- Q4 2026Cross-sell into renewal baseProduct
E&O and Cyber cross-sell bundled into year-end renewal conversations across the existing book.
- Dec 2026Year-end target: 3× growth vs. 2025Milestone
$2.2M GWP under management · ~$360K commission · renewal rate trending toward 90%.