From plan to proof.
The AI go-to-market is in motion.
Where we said we'd be in February. Where we are today. And the three decisions we need from the board to capture the consolidation window.
Agenda at a glance
All times ET · NYC · 9:00–13:00Q1 Commitments → Where we are today
Every commitment from the February board deck, mapped to Q1 actuals with the variance story.
| Commitment | Said in Feb | Today | Status | Story |
|---|---|---|---|---|
| FY26 Revenue | $405.0M | $91.2M Q1 | -2.5% vs plan | Consumer drag offset by FS, M&T strength. Path to $405M intact with H2 AI ramp. |
| FY26 EBITDA | $81.0M (20%) | On plan | Tracking | G&A redirected to AI as planned. FX tailwind +1.5% holding. |
| NRR | ≥99% | 101% | Beat | Top-20 expansion working, especially Verizon and Morgan Stanley. |
| New logo wins | Targets set | 10+ AI logos | Beat | McKesson, Circana, ICON, Inmar, Best Western — all material, AI-led. |
| Cartesian integration | EBITDA accretive | Closed & integrated | Done | Synergy capture in line with model; cross-sell pipeline opened. |
| M&A tuck-ins | 2–3 by EOY | 2 in DD | In flight | Data & Cloud focus. $15–20M EBITDA target. H1 close on Asset 1. |
| AI-led growth | 3–4% | ~3.1% run-rate | On track | Saleloft GCC takeout + Verizon scale-up the two anchors. |
| Anthropic partnership | Targeted Q2 | Final terms | Closing | Press release expected ahead of board. Plan B narrative ready if slip. |
| Bounteous Arc | Framework | Named & live | Productized | Universal Enablement rolling out internally; Client 0 in flight. |
AI deal velocity outpaced the Feb plan. ACVs are smaller than legacy programs but stack quickly into 7-figure annuities.
Consumer remains the structural drag (-10% YoY). RFP losses and insourcing continue. Strategy is repositioning, not defense.
(1) Endorse pricing pivot to outcomes/tokens. (2) Approve Asset 1 acquisition path. (3) Sign-off on AI productivity-adjusted headcount model.
Business Outlook
Q1 close, BU heatmap, and a head-on look at the Consumer drag.
Q1 close · BU breakdown
Click any BU for the deep diveThe Consumer drag — and how we exit it
- • -10% YoY structural decline
- • Insourcing + RFP losses (3 named)
- • Annuity revenue erosion in Convenience
- • Engineering + GCC takeover plays
- • AI offering for Top-20 accounts
- • Travel & Hospitality + Convenience focus
- • Best Western · Wawa · Suncor in motion
- • Champion-account AI cross-sell live
- • 5% growth target intact for 2026
Pipeline bridge · Q1 → Q2
Financial Update
Live scenario model. Toggle to see the path from base plan to $500M / $100M.
AI productivity model · headcount adjustment
Historical relationship: revenue ≈ headcount × billable rate. AI breaks that line.
AI Wins, Pipeline & Selling Patterns
Making the pivot real. What's working, what's repeatable, where to invest.
Big plays in motion
Path to $20M+Step-function ACV expansions in flight
Bigger plays needed
$10M+ potentialConfident in growth, GTM motion needs sharpening
Big leads
Multiple 7-figNew, high-quality opportunities
What's working · selling patterns we can repeat
Pipeline · ACV by archetype
Strategic Positioning
Where Bounteous plays in the AI landscape. New brand, new narrative, where we win.
AI landscape · where we play
Four solution pillars, all underpinned by data & cloud.
Anthropic partnership · status
- →ROI testing · 90-day rollout plan in place
- →Joint GTM in PE Portfolio + Agentic Engineering
- →AWS Play · Claude on Bedrock for client environments
- →Vibe Analytics (Databricks + Genie) co-launch
New brand identity · Capes
Bounteous Arc
The agentic platform powering the pivot. Live agents, not slides.
Engineering Transformation
AI agents at every step of the SDLC. This is where we have the longest production runtime.
M&A · Tuck-ins for 2026
CEO-led priority. Cartesian closed. Two tuck-ins in DD totaling $20M EBITDA.
Trade-off matrix · what we'll accept, what's non-negotiable
Board Q&A · the seven we expect
Pre-empted answers. Each card links to the supporting section.
What's working in AI sales — what have we learned?
Three repeatable archetypes (BP/OKRs, IPE Disrupter, AI Labs). 10+ new logos since December. ACVs smaller, but stack to 7-figure annuities. Mid-market sales motion needs sharpening.
Why are growth rates lagging — and how are we adjusting?
Consumer is the structural drag (-10%). Other 60% of book is growing. Strategy: pivot Consumer to engineering + GCC, not defend annuity. AI accelerates the pivot.
Do we need consultants to accelerate GTM?
Selectively yes — for client demand mapping in Tech and Healthcare. Not for AI playbook design (we're ahead). Recommend: 60-day Bain or LEK engagement, narrow scope.
Closing the NMC vs. Bounteous board knowledge gap on AI
This portal is the first step. Monthly 30-minute Arc walk-throughs for NMC partners. Joint client visits in Q2 (Verizon, McKesson).
AI productivity contribution — adjusting the headcount model
Pre-AI: $185k/FTE. 2026 plan: $215k. 2027 target: $250k. Decoupling revenue from linear headcount expansion is the EBITDA lever.
M&A strategy for the rest of 2026
Data engineering focus. Two tuck-ins, $20M EBITDA add. Asset 1 in DD — board endorsement requested today. Asset 2 H2.
Since we're not growing on the organic side — how do we leverage with limited disruption?
Three moves: (1) Top-20 account AI cross-sell — no new sales motion required. (2) Tier-1 SI take-out plays inside accounts we already serve. (3) Reposition Consumer accounts as engineering + GCC, not project-based.