Founder / CEO Expert

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].