Annual Investor Report · 2025

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■ Confidential ■

Annual Report · 2025

A Note from
the Founder

Lorem ipsum — replace with your founder letter. Keep it to 3–4 paragraphs. Set the tone: where you've been, where you're going, and what this year meant.

Be candid. Acknowledge what was hard. Investors respect honesty over polish.

This year was defined by two things: discipline and momentum. We made hard decisions early — pulling back on initiatives that weren't working, doubling down on what was — and the results speak for themselves.

Our suppliers are more engaged than ever. Our practices are stickier. And the platform is finally at a point where growth feels like a natural consequence of quality, not a battle we have to fight every day.

As we head into 2026, I've never been more confident in the team, the product, and the opportunity ahead. Thank you for your continued trust and partnership.

— Your Name, CEO & Co-Founder

Business Model

Master Plan

We're building the best way to buy or sell anything in healthcare — starting with orthodontics. Success in one area directly leads to success in the next.

Better Ordering Experience More Practices Engaged Suppliers

How each node reinforces the next

  • Better A seamless ordering experience drives repeat usage — practices order more, order faster, and consolidate vendors onto our platform.
  • More More active practices means more volume, which attracts more suppliers and gives us leverage to negotiate better pricing and catalog depth.
  • Engaged Engaged suppliers invest in the platform — richer catalog data, faster fulfillment, exclusive deals — making the experience better for every practice.

Traction

Growth & Retention

28% YoY Growth
216 Customers
91%
Retention
Customer count +28% YoY
2022
50
2023
99
2024
169
2025
216

Add 2–3 sentences of narrative context here. Numbers tell what happened; your words tell why it matters.

Quarterly Breakdown

  • Q1 Revenue of $X, ahead of plan. Closed 3 new enterprise accounts and expanded into 2 new markets.
  • Q2 Strongest quarter to date. YoY growth accelerated to X%. Net revenue retention hit X%.
  • Q3 Softness in new logo acquisition, offset by strong expansion in existing accounts. Gross margin improved X pts.
  • Q4 Recovered strongly. Full-year ARR hit $X — 30% ahead of our internal target entering the year.

Platform

Customer Engagement

Order volume and GMV are our north-star engagement metrics — each one rising signals that practices are not just joining Details, but relying on it.

  • Orders 19,522 orders in 2024 grew to 28,846 in 2025 — a 48% increase. Order volume is an all-encompassing indication of growth: if it's rising, we're adding new customers, retaining existing ones, and deepening usage across the board.
  • GMV $9M in supply orders placed through our platform in 2024 grew to $14.4M in 2025 — a 60% increase. Gross Merchandising Volume is the clearest indicator of traction. The higher our GMV, the stronger our purchasing power with suppliers and the clearer the signal: Details is becoming the default.

Product

What We've Built

2022
Minimum Viable Product
2023
MVP Refinements Custom Purchase Order System
2024
Details Platform Vendor Portal Platform Launch
2025
Details Shop POP Shop Inventory Management Bracket Cards Bill Check (Pilot) +60 smaller features & improvements

2025 Highlights

  • Shop Details Shop launched as the core practice-facing ordering experience — faster, cleaner, and built for repeat use.
  • POP Shop A curated product catalog for high-velocity consumables, making routine restocking effortless for practices.
  • Inventory Details Dots — our inventory management system — gives practices real-time visibility into their supply levels and automates reorder triggers.
  • Billing Bill Check (Pilot) launched to help practices audit and reconcile supplier invoices, catching errors and recovering overcharges automatically.

People

The Team

Brief intro — how many people, what the team looks like, what you're proud of building culturally or organizationally.

  • New Key hire or role — why this person or function matters now.
  • New Key hire or role — why this person or function matters now.
  • New Key hire or role — why this person or function matters now.

Team & Culture

  • Advisor Added [Name] as Strategic Advisor — former CPO at [Company], brings deep two-sided marketplace expertise.
  • Culture 95% employee satisfaction in our annual survey. Promoted X people from within. Average tenure now X years.
  • Open Actively hiring: Sales Lead, Senior Full-Stack Engineer, Customer Success Manager. Referrals welcome.

2026

What's Next

  • Priority Describe the focus area or goal — be specific enough to be credible.
  • Priority Describe the focus area or goal — be specific enough to be credible.
  • Priority Describe the focus area or goal — be specific enough to be credible.

Optional: one sentence on the bigger picture — where this is all heading.

2026 Roadmap

  • Q1 Launch the supplier self-serve portal — the biggest supplier-side product release in our history.
  • Q2 Expand to dental practices (adjacent market) with a targeted pilot in 3 cities.
  • Q3 Launch financing product — enabling practices to buy now, pay later on large supply orders.
  • H2 Series B raise — targeting $X at $Y valuation based on continued growth trajectory.

Get Involved

How You Can Help

  • Intros to [target customer type]

    One sentence on who specifically you're looking to meet and why now.

  • Candidates for [role]

    One sentence on the role and what you're looking for.

  • Amplify [specific thing]

    A launch, press piece, or content worth sharing.

Questions or ideas? [email protected]

  • Feedback on our Series B narrative

    We're refining our pitch and would value your perspective as an early investor who knows our story best.

  • Intros to dental group operators

    As we expand beyond ortho, we're looking for DSO contacts and large multi-practice group operators.

  • PR and press connections

    We're planning a major announcement in Q2 and would love warm intros to relevant health-tech journalists.