Series A Readiness Workspace

Evidence

• • Operating Model v2 live
• • Cadence calendar published
• • Decision Rights matrix ratified
• • RAID registers active in EOS

Open gaps

• • Board sub-committee charters (Audit, Remco) pending
• • Independent NED appointment

Linked actions

• A-204Finalise Series A narrative deck v3Jennifer Kelly · due 12 Jun

Evidence

• • 3-statement model maintained monthly
• • Cohort retention analysis
• • Sage Intacct rollout approved

Open gaps

• • 5-day close not yet achieved (current 9 days)
• • Audited FY26 accounts in progress
• • Long-form FP&A model needs scenario layer

Linked actions

• A-189Board pack — May trading updateCFO · due 03 Jun · overdue
• A-208Sage Intacct implementation kickoffCFO · due 30 Jun
• A-209Bridge facility — finalise term sheetCFO · due 21 Jun

Evidence

• • Quarterly roadmap published
• • Architecture Principles v2
• • Multi-region rollout 58% complete

Open gaps

• • Public product changelog
• • Customer-facing roadmap portal

Linked actions

No open actions.

Evidence

• • NPS programme live
• • QBR cadence operating across top 20

Open gaps

• • Value Realisation framework not deployed across portfolio
• • Reference programme below target (17 / 25)

Linked actions

• A-201Customer reference programme — 5 logosHead of CS · due 20 Jun

Evidence

• • ISO 27001 certified
• • Pen test completed Q1 2026
• • Risk register live

Open gaps

• • SOC 2 Type II evidence gaps — access control
• • Data residency story for APAC

Linked actions

• A-198Close SOC 2 evidence gaps — access controlHead of Security · due 07 Jun · overdue

Evidence

• • Standard MSA / DPA in market
• • Cap table clean and current
• • IP assignments confirmed

Open gaps

• • EU AI Act readiness deferred to Q4
• • Side-letter inventory needs consolidation

Linked actions

No open actions.

Evidence

• • eNPS 44 (target 40)
• • Performance framework live
• • Org structure published

Open gaps

• • Succession plans for top 10 roles
• • Diversity targets — Leadership Team

Linked actions

• A-210Quarterly engagement survey — close windowHead of People · due 14 Jun