Ann: Renter Resume Exceeds 75,000 users, page-29

Yep that is certainly a risk. Based on their current cash burn and growth rates they I estimate that they have enough cash to get through to FY2018 Q3. The fact that they have reaffirmed their B/E timing estimate is a good sign. This QTR's CFS is going to be important for their B/E claims, my assumption is that is going to continue to show good revenue progress on the back of strong RR uptake numbers, which is what was implied by the statement release 2 weeks ago.

Next QTR's CFS is the make or break event. If no Agent Plan revenue then no B/E by 2107 EOY.