Strategic Portfolio

Series A Data Room Build-Out

On TrackI-01 · Status On Track · Target Q3 2026

Business Outcome

Investor-grade due diligence pack ready for term-sheet stage.

Description

Series A Data Room Build-Out is a multi-quarter programme owned by Jennifer Kelly and sponsored by Tim Crowe. Progress is reviewed weekly in Management & Performance, with a deep-dive at the monthly Extended Leadership and re-baselining at the quarterly Strategy & Scale Review.

Progress

65% complete

DiscoveryDesignBuildLand

KPI Impact

  • ARR

    Sage · target €12.0m

    €10.8mAt Risk
  • Net Revenue Retention

    Sage · target 115%

    108%At Risk

Risks

  • Key person dependency — Engineering

    R-014 · High impact · Ken Sheehan

  • Customer concentration — top 3 = 38% ARR

    R-021 · High impact · Ryan O'Reilly

Actions

Open items keeping this initiative on track

  • AC-901Confirm cross-functional dependencies with EngineeringProgramme Manager · 14 Jun
  • AC-902Finalise success criteria and KPI targetsJennifer Kelly · 21 Jun
  • AC-903Sponsor review and resource sign-offTim Crowe · 28 Jun

Ownership

Executive Sponsor
Tim Crowe
Initiative Owner
Jennifer Kelly
Target Date
Q3 2026

Dependencies

  • · Series A timing (R-038)
  • · SOC 2 Type II close-out
  • · Sage Intacct migration (D-112)

Documents

  • 📄 Programme charter v2
  • 📄 Investment case
  • 📄 Latest steering pack