Business Plan

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  {\Huge\bfseries\color{accent}Meridian Analytics}\\[10pt]
  {\large\color{inkgray}Clarity from data.}

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  {\huge\bfseries Business Plan}\\[12pt]
  {\Large 2027 to 2029}

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    {\color{inkgray}Prepared by the executive team}\\[4pt]
    {\color{inkgray}400 Harbor Street, Suite 210, Portland, OR 97209}\\[4pt]
    {\color{inkgray}July 2026 \quad\textbullet\quad Confidential}\\
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% ---------- Executive summary ----------
{\LARGE\bfseries\color{accent}1\quad Executive Summary}\\[-4pt]
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Meridian Analytics builds forecasting and decision-support software for
mid-market retailers and distributors. Since our founding in 2022 we have
grown to 84 recurring clients and \$6.2M in annual recurring revenue, with
net revenue retention of 118\%. This plan describes how we reach \$20M ARR
by the end of 2029 while keeping gross margin above 78\%.

Our core insight is unchanged: mid-market operators are underserved. They
have outgrown spreadsheets but cannot justify enterprise data teams. Our
platform delivers demand forecasts, inventory alerts, and margin analytics
within two weeks of onboarding, at roughly one tenth the cost of a custom
build.

Over the plan period we will (1) launch the self-serve tier to capture the
long tail below our current contract minimum, (2) open an EU region to
unlock the 140 qualified European leads currently blocked on data
residency, and (3) grow the partner channel from 9\% to 25\% of new
bookings.

{\LARGE\bfseries\color{accent}2\quad Market Opportunity}\\[-4pt]
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We segment the addressable market by operator size and data maturity. The
serviceable market below is limited to North America and the EU, retail
and distribution verticals only.

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  {\bfseries Segment} & {\bfseries Firms} & {\bfseries ACV} &
  {\bfseries SAM} & {\bfseries Share 2029}\\
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  Mid-market retail (50 to 500 stores) & 6,400 & \$68K & \$435M & 1.8\%\\
  Distribution and wholesale & 9,100 & \$52K & \$473M & 1.2\%\\
  Long tail, self-serve tier & 31,000 & \$7K & \$217M & 0.9\%\\
  EU expansion (both verticals) & 7,800 & \$58K & \$452M & 0.6\%\\
  \bottomrule
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{\color{inkgray}\small ACV is the expected annual contract value at list
price. Share targets are conservative against 2025 win rates.}

Competition splits into enterprise suites priced above \$250K, vertical
point tools without forecasting depth, and internal builds. Our wedge
remains speed to value: median time from contract to first accepted
forecast is 11 days, against an industry norm of one to two quarters.

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