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Project Atlas — Financial Summary.pdf 3 / 24
Confidential

Revenue & Margin Overview

FY24 · Prepared for diligence

Recurring revenue4.82
Gross margin71.4%
Net retention118%
Cash runway19 mo
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Board Governance

Board Governance

Instantly assemble and distribute all board packets, agendas, and minutes in one click—no more scrambling for updates.

Investor Communications

Investor Communications

Deliver encrypted, trackable updates and reports to your investors, keeping them informed and engaged.

Client Document Hubs

Client Document Hubs

Spin up a private, fully branded portal where clients can securely access the files you choose—no more emailing attachments.

M&A Deal Rooms

M&A Deal Rooms

Centralize your transaction paperwork in a permissioned workspace, so you stay in control of every redline and revision.

Streamlined Due Diligence

Streamlined Due Diligence

Speed up diligence cycles with a virtual data room that makes document sharing, versioning, and Q&A seamless.

Live Fundraising Decks

Live Fundraising Decks

Share your pitch deck once and keep it evergreen—each view automatically pulls in the latest slide updates.

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