Investor Access
Use your dashboard credentials to continue. Session lasts 48 hours.
Confidential - For Investor Use Only
Click bars for monthly detail
Click any data point to drill into account lines for that month.
Click a customer name to open monthly breakdown by revenue type in the side drawer.
Click any bar segment to open customer and line-item details in the side drawer.
Click a product bar to open source customers and line items in the side drawer.
* Client Advisory
Client Advisory advisory that we provide to clients who are primarily buying our software product.
** Assessment Advisory
Assessment Advisory that we are providing to clients who are primarily purchasing assessment advisory and not using our software products.
Rev-rec additions applied: -
Click a slice to see line items
Click any segment for category detail
Double-click any sub-item name to set a display name (saved in this browser).
Download source files used for investor reporting.
QuickBooks monthly Profit & Loss workbook covering 2023 onward.
Snapshot balance sheet from the March 1 finance package.
public/downloads and redeploy.