Simplify financial analysis and automate accounting tasks

Key Financial KPIs:

Summary of Q1 Earnings & Filings

📌 ⠀ Key Financial Highlights

• Revenue: $128.7M (+12% YoY) – driven by strong enterprise demand and product upsells.

• Net Income: $18.3M (+24% YoY), margins improved due to lower operating expenses.

• EPS: $0.28 vs. $0.22 expected – beat analyst consensus.
  

🧠 ⠀ Operational Insights

• Churn Rate decreased to 3.1%, lowest in the last 6 quarters.

• R&D Spend increased 17% YoY, reflecting strategic investment in AI features.

• Internal Memo: Teams achieved 95% of OKRs, with emphasis on faster cross-functional shipping.
  

⚠️ ⠀ Risks & Notes from 10-Q Filing

• Litigation Risk: Ongoing investigation noted in footnote 14, tied to 2023 patent dispute.

• Cash Reserves: $52M, sufficient runway for 24+ months at current burn.

• Deferred Revenue: Up 10%, indicating healthy forward bookings.

📈 ⠀ Forward Guidance (Q2)

• Projected Revenue: $135M–$140M

• Gross Margin: Expected to hold between 68–70%

• Headcount: Planned growth of 5–7% to support customer success initiatives.

Found your pitch deck

File: Project_Base_PitchDeck_v3.key
Location: Google Drive

Last Modified: April 17, 2025

Pitch Deck Summary – Project Base

Slide 1–2: Introduction & Vision

Project Orion is positioned as a next-gen productivity platform for hybrid teams, with a mission to eliminate workflow silos through AI-assisted coordination.

Slide 3–4: Problem & Opportunity


• Teams waste 15+ hours/week on context switching


• No central system for async collaboration


• $12B+ market opportunity in SaaS + workflow automation

Slide 5–6: Solution Overview


Orion integrates task management, meeting notes, and cross-team updates into a single AI-curated feed.


• Personalized prioritization


• Smart recaps + action item detection

Slide 7: Product Demo
 Screenshots and UI walkthrough


• “AI Brief” feature highlighted


• Slack + Notion integrations live