Meridian Capital Partners · Project Meridian: Northwind Robotics — IC Memo
Series C growth equity · Illustrative demo
Section 04

Financial Summary

Northwind's ARR has grown 68% year-on-year to $32m, with margin expansion and retention trending in the right direction.

Key financials (illustrative, $m unless noted)
MetricFY25FY26 (run-rate)
ARR1932
Gross margin56%61%
Net dollar retention109%118%
Cash burn / month1.41.1
Runway at close-26 months
Key findingLow impact

Runway comfortably covers the next fundraise cycle

At the current burn rate, the round extends runway to roughly 26 months, past the point where we expect Series D metrics to be in place.