Meridian Capital Partners · Portfolio Company Reporting
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Section 02

Financial Performance

Quarterly trend since entry, assembled directly from the company's finance data room.

Quarterly financials ($m unless noted)
MetricQ3 25Q4 25Q1 26Q2 26
ARR26293438
Gross margin58%59%61%62%
Net dollar retention114%116%119%121%
Cash burn / month1.31.21.11.0
Headcount142148156161
Key findingMedium impact

Covenant headroom is narrowing on the minimum liquidity test

Cash runway has compressed from 28 to 22 months as headcount growth has outpaced the plan; still comfortably within the covenant but worth flagging to the board.