Operating thesis Latest published board lens
Efficient growth is holding. Enterprise conversion and customer health need attention.
Material signals
Revenue / YoY
+11.2%Expansion and pricing offset a softer new-logo mix.Enterprise conversion
0.65xSecurity review and unclear proof add 19 days.Customer health
6842% of new accounts miss week-two activation.Accepted claims 3
Efficient growth is holding. Enterprise conversion and customer health need attention.finding · overview · high confidence
Revenue / YoY is +11.2%. Expansion and pricing offset a softer new-logo mix.finding · financials · high confidence
Install the enterprise proof gate and fund the 30-day activation intervention.recommendation · risks_decisions · high confidence
Decisions 1
Install the enterprise proof gate and fund the 30-day activation intervention.Accepted recommendation at publication
Action snapshot 2
Frozen as of 2026-07-31. These are not live status fields.
Ship guided activation recoveryCustomer Success · due 2026-08-31
in progressInstall enterprise proof gateRevenue Operations · due 2026-08-15
in progress