As of August 7, 2026 · source: Wave actuals + signed contract schedules + Folk pipeline · invoiced basis
Left of the divider: actual invoiced. Aug-Oct: forecast, same basis.
| Opportunity | Stage | Deal value | Win prob | Weighted |
|---|---|---|---|---|
| Paramount - 6-wk product diagnostic | Proposal out | $45,000 | 30% | $13,500 |
| ButterflyMX - CPO engagement (meeting booked Aug 18) | Engaged | - | 10% | no est. value |
| Zephyr Resilience - president / co-founder (awaiting reply) | Active | - | 40% | no est. value |
| PSG - portfolio-company referrals (channel) | Active | - | 40% | no est. value |
| DirectBooker - founder / CEO (intro pending) | Engaged | - | 10% | no est. value |
| Net-new, pipeline-weighted (valued deals only) | $13,500 | |||
Only deals with a value in Folk are weighted. The four "no est. value" rows are Active/Engaged with no deal value entered - add one to fold them in.
| Month | Signed floor | Expected | Exp + net-new | Key drivers |
|---|---|---|---|---|
| 2026-08 | $67,200 | $67,200 | $67,200 | Hometap $15K (final), EverQuote $17.5K, Athos Day-30 $33K, USAFacts $1.7K |
| 2026-09 | $42,660 | $58,410 | $65,160 | Athos Day-60 $33K, Capsule $8K, USAFacts $1.66K; EverQuote $15.75K if renewed; net-new $6.75K |
| 2026-10 | $1,660 | $17,410 | $24,160 | USAFacts $1.66K; EverQuote $15.75K if renewed; net-new $6.75K |
| Quarter | $111,520 | $143,020 | $156,520 | prior quarter $241,500; same quarter prior year $46,400 |
| Segment | TTM revenue | Share |
|---|---|---|
| Fractional | $432,850 | 89.7% |
| Project | $30,000 | 6.2% |
| Coaching | $19,700 | 4.1% |
Top-4 clients: 80.6% of trailing revenue. Of the top four, AMC ended Jun 30, HouseAccount ended Feb, Hometap not renewed (ends Aug 23); EverQuote continues.
Basis: invoiced by date, actuals and forecast alike.
Renewal weights (clients.md): EverQuote 0.9, Hometap 0.0, Athos Phase II excluded.
Net-new: Folk deal value x stage win-probability (Active 40%, Engaged 10%, proposal-out 30%), booked Sep-Oct.
Caveats: invoiced basis is lumpy (Athos milestones Aug-Sep, Capsule every 6 mo ~Sep); dates approximate to the month; Wave history starts Jun 2025; pipeline probabilities are assumptions.