The start of a trend

December 4, 2023

Another month and another one for the record books. We're coming in for November at $[ ]M in AUM, a $[ ]M increase from October. This makes for the best month ever for AUM growth, pushing last month into second place. Even more importantly, this is $[ ]M above the forecast we had just made and shared with the board, translating to a revenue beat of $[ ]K above forecast as well. 

One month could be a fluke, two months is the beginning of a trend and that's certainly what we're in right now. The focus and determination we've showed to push deals to the finish line and pair it up with investors both retail and institutional alike is paying off. We also have line of sight into a pipeline that's going well beyond just January 2024 at this point, ensuring that we have as good a chance as ever to continue to meet and exceed our targets.

It's been a long time since we've been able to have this level of conviction into hitting our numbers and we couldn't be peaking at a better time.