**OllaSuper — Investor Update, May 2026**

*From Vikas — sent monthly on the 1st.*

**Highlights**
  - ARR up 22% MoM to ₹4.6 Cr annualised. Net new logos: 84.
  - Shipped two-way calendar sync. Adoption hit 38% of paid customers in the first 2 weeks — way ahead of our 20% target.
  - Hired Anjali as VP Product. She joins us 1 July from Razorpay. She's the most senior hire we've made and the entire product team is excited.

**KPIs**
  - ARR: ₹4.6 Cr (+22% MoM, +280% YoY)
  - Net new customers: 84 (target was 70)
  - Logo churn: 1.4% (target ≤2.5%) — green, but see below
  - NRR: 118% (target 110%) — strong
  - Cash runway: 19 months at current burn — unchanged

**Lowlights — being honest**
  - We lost two enterprise renewals this month worth ₹84L combined ARR. Both went to a US competitor that bundles AI with a tool they already use. We knew this risk; we lost on integrations, not product. Our integrations team is the next thing we're scaling.
  - Sales cycles for the Unlimited tier (₹40L+) stretched from 47 days to 71 days. We need either more enterprise-level case studies or a different motion. Hiring an enterprise AE next month.

**Asks**
  - **Intros:** if anyone is on a board with a CRO at a 500–2000 person SaaS, we're hiring our first VP Sales and the right person there is a former CRO who's tired of running ops and wants to build a team. Any name you have is gold.
  - **References:** we have two strategic deals where the customer's CTO would love to talk to another founder who's used AI at scale internally. Anyone in the portfolio?

**What's next month**
  - Closing two ₹1.2 Cr+ enterprise deals (both verbal, paperwork phase).
  - Beta launch of the AEO Expert (this is the one that'll get us press, we think).
  - Anjali starts; first 2 weeks she'll be reframing the product roadmap before we publish it externally.

As always, happy to chat anytime. Reply to me directly or grab time at [calendar link].

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