D
Dukaan mydukaan.io · Bengaluru
Investor Update
Q2 FY2026 · Apr–Jun 2026
Confidential — for investors only
Working draft. Every [figure] is a placeholder for you to replace with the real number from your dashboard or data team. Grey-cited items in the appendix are the last publicly reported figures (with source + date) — confirm or overwrite them before sending; they are not current internal numbers.
01

At a glance

Quarterly GMV
[$ GMV]
▲ [xx]% vs. Q1
Net Revenue
[$ rev]
▲ [xx]% QoQ
ARR
[$ ARR]
▲ [xx]% QoQ
Paying Merchants
[#]
▲ [xx]% net adds
Net Revenue Retention
[xx]%
— target [xx]%
Cash Runway
[xx] mo
▼ burn [$]/mo
02

Founder's note

The one-line version

[Write the thesis of the quarter in one sentence] — e.g. "We grew net revenue [xx]% QoQ while cutting burn [xx]%, driven by [the AI-support product / plan mix / new category], and we now have [xx] months of runway to reach [milestone]."

Team, this quarter was about [theme]. The headline is [headline]. What worked: [1–2 things]. What didn't: [1 honest miss]. Where we're pointed next quarter: [focus].

— Suumit Shah & Subhash Choudhary, Co-founders

03

Highlights & lowlights

Wins

  • Growth: [metric + number]
  • Product: shipped [feature / AI launch]
  • Efficiency: [burn / margin improvement]
  • Notable logo / partnership: [name]

Challenges

  • Miss: [what we missed vs. plan]
  • Churn / headwind: [detail]
  • Risk we're watching: [detail]
  • Where we need help: [the ask]
04

Growth

Quarterly GMV ($M) — replace bar values
Q3'25
Q4'25
Q1'26
Q2'26
Q3'26e

Bars are illustrative placeholders — set each height to your real GMV and label the axis. Dashed bar = next-quarter forecast.

Acquisition

  • New stores created: [#]
  • New paying merchants: [#]
  • CAC: [$] · Payback: [mo]
  • Top channel: [channel]

Retention & monetization

  • Gross / net churn: [%] / [%]
  • ARPU: [$] · LTV: [$]
  • Take rate: [%]
  • Paid-plan mix shift: [detail]
05

Product & AI

Dukaan's AI layer (the Bot9 support suite and in-store AI tooling) remains a core efficiency and differentiation story. Quantify its impact this quarter:

06

Financials

MetricQ1 FY26Q2 FY26QoQ
Net revenue[$][$]▲[%]
Gross margin[%][%]▲[pp]
Operating expense[$][$]▼[%]
Net burn / month[$][$]▼[%]
Cash on hand[$][$][xx] mo runway

Runway assumes current burn and no new revenue. State assumptions explicitly so investors can pressure-test them.

07

Team

Headcount

  • Total: [#] (▲[#] this quarter)
  • Key hires: [role — name]
  • Open critical roles: [roles]
  • Regretted attrition: [#]

Where investors can help

  • Intros to [profile of hire / customer]
  • Advice on [topic]
  • Follow-on / bridge interest: [detail]
08

The ask

This month I'd love help with: [1–3 specific, actionable asks — intros, hires, feedback, capital]. If you can move any of these, reply and I'll send a one-line brief.

A

Appendix — last-reported public figures

These are the most recent publicly reported numbers found in press and databases. They are dated and may be stale — verify or overwrite with internal data before this goes out. Do not present them as current.

Founded
Jun 2020 · Suumit Shah & Subhash Choudhary
Total funding (reported)
~$17M over 4 rounds · Inc42/Tracxn
Last known valuation
~$68.1M · Sep 2021
Merchants on platform
3.5M+ · reported 2021
Annualized GMV
~$115M · reported Jun 2021
Revenue (FY23)
₹10 Cr+ · +91.5% YoY
AI support impact
~85% cost cut; resolution 2h → ~3min · 2023
[fill] = your internal number, replace before sending grey/cited = last public figure, verify & date