Company Sync

Friday, July 10, 2026

BrokerBot · Ribera AI

Agenda02

Agenda

Company sync topics for the afternoon.

01▥

KPIsHeadlines, pacing, and platform usage.

02✦

Product WinsJune–July shipping highlights.

03♜

Innovator AwardJT and NAR recognition.

04▣

Mid-Year DropJuly 9 webinar results.

05♟

CelebrateWelcome notes and July milestones.

Section 0103

01

KPIs

Tracking core metrics, pacing, and platform usage against the 2026 plan.

Business KPIs04

Business KPIs

KPI Headline

▥

$840K

Active ARR (cash-basis, reconciled, June 30 close)

↗

+10.2%

ARR growth MoM (May→June, reconciled)

♟

92

Paying customers

▥

+$78K

Active ARR added in June

Business KPIs05

Business KPIs

Budget vs. Actuals

↗Revenue (MTD)

Actual $86.6KBudget $78.8KVariance +10%

↘New ARR (MTD)

Actual $160.6KBudget $170.4KVariance -6%

↘ARR

Actual $840.4KBudget $910.7KVariance -8%

↘Customers

Actual 92Budget 103Variance -11%

Source: June actuals from cash-basis HubSpot–Stripe reconciliation (June 30 close); budget from Ribera Financial Model 2026.06.22, June forecast column. Budget ARR uses the Revenue tab's Total ARR line (row 164), June column. Finance's model close for June isn't published yet, so definitions differ slightly from model actuals.
Revenue = cash collected in month; ARR added (KPI headline) = net change in annualized run-rate (new + expansion − churn) May 31 → Jun 30.

Engagement06

Engagement

Platform Engagement

A snapshot of product usage and time saved, BrokerBot platform data

Messages +17.4%

May vs June

SMS +0.7%

May vs June

Integrations +14.8%

May vs June

Month-over-month comparison uses equal 24-day windows (May 1–24 vs June 1–24); platform event tracking runs through June 24. BrokerBot platform data.

♟~30K

user accounts

▤376K+

messages exchanged

▢115K+

conversations

☾69%

after-hours activity

◷50K+

hours saved / ~$2M value

Section 0207

02

Product Wins

Recent product and engineering wins shipped in June and July.

Engineering08

Engineering

Recent Wins (June–July)

Key product and platform improvements shipped recently.

◉Voice agentServerless voice turns + full-duplex barge-in; Telnyx media bridge & Deepgram Flux STT hardening; per-call latency tracing.

▤Knowledge BaseKB→web corrective fallback; higher-relevance answers; clickable folder breadcrumbs; KB image resolution + compositing.

✦V2 agentJamonculus V2 harness; graceful mid-stream interrupt.

⌘IntegrationsGoogle Calendar toolkit; Rechat contacts/tasks live.

✓ReliabilityFriendlier YouTube handling, billing-gate fixes; Neon WS driver fixes; CI deploy hygiene.

Section 0309

03

Innovator Award

JT and BrokerBot recognized by NAR for building the industry's first AI teammate.

Recognition10

Recognition

Jerimiah Taylor, 2026 NAR Innovator of the Year

Recognized for building the first AI teammate purpose-built for brokerages.

♜

Recognized as a 2026 NAR Innovator of the Year for building the first AI teammate purpose-built for brokerages, capturing institutional knowledge and putting it to work across teams and workflows.

“It's about building what the industry actually needs and doing it with intention.”

Dan Weisman, Director of Innovation Strategy, NAR

tech.realtor · Recognizing Opportunities Powered by Innovation

2026 NAR Innovator of the Year award announcement graphic

Section 0411

04

Mid-Year Drop

July 9 webinar results and the mid-year product drop recap.

Drop12

Drop

Mid-Year Drop, Highlights

Highlights from the July 9 product drop and webinar.

Headline feature

PLACEHOLDER: add the headline feature announced during the drop.

What shipped

PLACEHOLDER: add the launches, fixes, or workflow improvements that shipped.

Customer impact

PLACEHOLDER: add the customer-facing impact, adoption, or usage change.

Watch the recording

PLACEHOLDER: add the webinar or recording link plus any follow-up call to action.

Webinar13

Webinar

Mid-Drop Webinar, Results

Held July 9, 2026

Registrations

PLACEHOLDER: add the registration total and any channel or conversion detail.

Attendees

PLACEHOLDER: add the live attendance count, show rate, or peak concurrency.

Pipeline generated

PLACEHOLDER: add the attributed pipeline or deals influenced by the session.

Key takeaways

PLACEHOLDER: add the 2–3 takeaways you want the team to remember.

Section 0514

05

Celebrate

Welcoming new teammates and July birthdays.

People15

People

Welcome to the team

A warm note for new teammates.

Nathan Losch

Customer Success

Welcome aboard, we’re glad you’re here and excited to see the impact you’ll make with the team.

Justin Terrell

Sales Representative

Excited to have you on the team and looking forward to the momentum ahead.

Celebrate16

Celebrate

Birthdays

A birthday spotlight for July.

✦✧

Happy Birthday!

Tarek Ahmed

Jul 1 · Fullstack Engineer

Wishing you a fantastic year ahead, appreciate everything you bring to the team.

♧

Thank you

Questions & discussion