Investor Updates
Monthly progress updates from the Keeyu team. Building the operating system for everything after the buy button.
April 2026
TalentPop channel partner signed. US$20M of obtainable revenue across 800+ US brands.
Signed TalentPop, the largest e-commerce customer service BPO in the US, as our wedge into the US market. Account executive Louise closed three of four new brands end-to-end. Step One signing brings us to three publicly listed customers across ASX, NZX, and NASDAQ. Twelve straight months averaging 18% MoM, with the last three months compounding at 46%. Sustained growth that has accelerated since launching proactive AI for preventing helpdesk tickets. Tracking A$1M ARR between June and July.
A$705K
AARR + CARR
46%
3M Compound MoM
625%
12M YoY Growth
A$21K
ACV
33
Customers
March 2026
ARR surged 59% to A$606K. Five deals closed including Puma and Boardriders.
Signed Puma, Boardriders (Billabong, Quiksilver, Roxy), The Oodie, Elliatt, and Okanui. 29 customers, zero churn in 18 months. NRR hit 108%. Workflow Builder shipped.
A$606K
AARR + CARR
59%
MoM Growth
A$21K
ACV
29
Customers
February 2026
CARR grew 68% in a single month to A$382K
Signed David Beckham's IM8 Health as our first US customer. Shipped nine new features under V4. Tracking to A$1M ARR by June.
A$382K
AARR + CARR
68%
MoM Growth
A$16K
ACV
24
Customers
December 2025
Year review: from dashboard to agent
Year-end review. AARR + CARR grew 216% to A$228K. Customer base expanded from 8 to 19. Closed our A$2.3M seed round led by Rampersand. AI Agent launched into production. Marquee signings included Decjuba, Rebel Sport NZ, and EHP Labs. V3 platform live with 45+ integrations. 65% gross margin.
A$228K
AARR + CARR
216%
YoY Growth
A$12K
ACV
19
Customers
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Keeyu Overview
November 2025
Revenue up, retention holds strong
ARR up 9% MoM to A$209K. 19 customers, 27 brands. Gross margin reached 65%. First inbound customer converted in 10 days.
A$209K
AARR + CARR
9%
MoM Growth
A$12K
ACV
18
Customers
October 2025
Strongest month, customers expand quickly
Four new mid-market customers signed. AI Agent V2 live. 45 integrations. First inbound via website converting in 10 days.
A$191K
AARR + CARR
16%
MoM Growth
A$11K
ACV
17
Customers
September 2025
Quarterly growth, product milestones shipped
Strongest quarter yet. 50% customer growth. V3 Platform launched. AI Agent Beta with Budgy Smuggler & EHP Labs.
A$164K
AARR + CARR
5%
MoM Growth
A$11K
ACV
15
Customers
August 2025
Execution motion, pipeline gains strength
Contracted ARR A$157K across 14 customers / 22 brands. 46 active deals. AI Agent MVP on track for October.
A$157K
AARR + CARR
29%
MoM Growth
A$11K
ACV
14
Customers
July 2025
Post-raise staffing, foundations laid
One month post-raise. 4 new customers signed. Fully staffed in critical roles. A$2.0M cash on hand.
A$121K
AARR + CARR
0%
MoM Growth
A$12K
ACV
10
Customers
June 2025
Funding closed, revenue accelerates rapidly
A$2.3M pre-seed closed. ARR now A$121K. Decjuba signed at A$24K ACV. 18 brands across 10 customers.
A$121K
AARR + CARR
25%
MoM Growth
A$12K
ACV
10
Customers
January 2025
Momentum accelerates, AI underway
Contracted ARR A$99.5K (+41%). Billing ARR up 132%. AI Agent development begun with EHP Labs. Shopify app launching.
A$99.5K
AARR + CARR
41%
MoM Growth