Morning brief · Saturday, May 30, 2026

Morning brief, Alex

Two decisions on your plate today: a renewal slipping at Helios and a clean expansion opening at Acme. Everything else is on plan.

Net cash in · 24h

+$74,920

+8.4% vs prior 24h

Runway

18.4 mo

+0.3 mo this week

Decisions today

2

1 critical · 1 opportunity

Decisions for today

2 items need your call

Compiled 06:00 UTC
Decision required$64,800 ARR-41% usage01

Helios Energy renewal is slipping

What changed
Usage dropped 41% over the last 14 days. Procurement has not opened the renewal quote sent 9 days ago.
Why it matters
$64,800 ARR is at risk and the renewal window closes in 21 days. Churn here would offset this month's net new MRR.
What to do

Call David Kim (Helios). Propose a 3-month extension while their usage stabilizes. Owner: Maya. Today.

Opportunity+$28,800 ARR+18% seats02

Acme Corp is ready to expand

What changed
Three consecutive months of seat overage with usage still climbing. Procurement replied to your check-in yesterday.
Why it matters
Moving them to Enterprise unlocks +$2,400 MRR (≈$28.8K ARR) with high conversion probability based on the last 6 expansions.
What to do

Send Enterprise proposal. Phased rollout, lock the existing seat price for 12 months. Owner: Alex. Before EOD.

For your awareness

For your awareness

Payment retries are recovering more revenue

What changed
Card retries succeeded on 94% of failed first attempts this week, up from 81% in April.
Why it matters
Recovered $3,100 with no work from the team. The retry experiment is ready to graduate to default.
What to do

Roll retries out to 100%. Flip the flag in Stripe billing settings.

For your awareness

Q2 close is on track

What changed
Booked $1.08M of $1.14M forecast. Accuracy 96.4% — within historical norm.
Why it matters
No action required. Flagging so you don't have to ask.