FY26 Growth Review
Capacity decision for the Q4 board meeting
Strategy team · July 2026
FOR INTERNAL DISCUSSION ONLY
Three questions decide this investment
01
Context
What changed since January
02
Options
Three entry paths, one recommendation
03
Economics
Unit economics and payback at scale
04
Risks
What could break the plan
Illustrative data — sample deck outline.
2
SECTION 02
Where to play
Market selection and entry sequence
DRAFT — ILLUSTRATIVE
01 Context
02 Where to play
03 How to win
04 Roadmap
Capacity, not demand, is now the binding
constraint on Q4 growth
Board takeaways for the Q4 decision
FOR INTERNAL DISCUSSION ONLY
Growth engine is
enterprise-led
ARR grew $10M to $15M;
enterprise added $3.0M of
the $5.5M gross gain.
Protect enterprise momentum
before raising targets.
Adoption has crossed
majority
AI workflow adoption rose
from 18% to 64% of accounts
in four quarters.
The operating model scales;
replication risk is low.
Capacity is the
constraint
Onboarding capacity covers
60% of signed enterprise
commitments.
Approve capacity investment
this quarter.
Source: user-provided Q1-Q4 operating metrics.
2
Enterprise acquisition and expansion added $5.5M
ARR, more than offsetting $0.5M churn
ARR bridge, Q1 to Q4
0
$10M
Q1 ARR
Q1 ARR
+$3M
Enterprise new customers
Enterprise new
Enterprise new customers
customers
+$2.5M
Existing customer expansion
Existing customer
Existing customer expansion
expansion
−$0.5M
Churn
Churn
$15M
Q4 ARR
Q4 ARR
Net +$5.0M ARR; the growth engine is enterprise-led.
Net +$5.0M ARR; the growth engine is enterprise-led.
Source: user-provided internal ARR metrics.
Adoption rises in every segment, but healthcare
lags the pack
AI workflow adoption by segment, Q1-Q4 (%, shared scale)
Financial services
Financial services
68%
22%
Technology
Technology
71%
30%
Manufacturing
Manufacturing
55%
15%
Retail
Retail
57%
18%
Healthcare
Healthcare
28%
8%
Public sector
Public sector
44%
10%
Healthcare needs a compliance-first playbook before the pattern generalizes.
Healthcare needs a compliance-first playbook before the pattern generalizes.
Source: user-provided segment telemetry.
Two features deliver high impact at low effort;
ship them before the platform rewrite
Feature candidates by implementation effort and customer impact
QUICK WINS
BIG BETS
LOW PRIORITY
MONEY PITS
Implementation effort
Low
High
High
Low
Customer impact
SSO integration
Bulk export
Mobile app
Custom dashboards
Dark mode
Legacy migration
SSO and bulk export unblock enterprise deals this quarter; mobile app moves to the H2 big-bet review.
SSO and bulk export unblock enterprise deals this quarter; mobile app moves to
SSO and bulk export unblock enterprise deals this quarter; mobile app moves to the H2 big-bet review.
the H2 big-bet review.
Source: user-provided effort estimates and customer interview tallies.
Decide the pilot now, scale in Q3
KEY TAKEAWAYS
1
Unit economics clear the bar
2
Risk is concentrated in supply
3
Capacity is the binding
constraint, not demand
NEXT STEPS
Approve pilot budget
CFO · This week
Confirm Vendor A capacity commitment
Ops lead · Next two weeks
Review pilot results at the Q3 board
meeting
Strategy team · Q3
Decision requested today: approve the Q2 pilot
Decision requested today: approve the Q2 pilot
Illustrative data — hypothetical Q2 pilot decision.
12
Thank you
Questions and discussion
Strategy Office
strategy@example.com
Jane Doe · March 2026
CONFIDENTIAL — ILLUSTRATIVE