Investor Portal — 3Bids Screen Review

1 Investor Dashboard

2 Growth Metrics

3 Revenue Deep Dive

4 Unit Economics

5 Market Expansion

6 Engagement Metrics

7 Financial Statements

8 Investor Updates

1 KPIs & Growth

2 Revenue & Economics

3 Markets & Engagement

4 Financials & Updates

1 Investor Dashboard

2 Financial Deep Dive

Section 1 -- Investor Dashboard

Investor Dashboard

9:41

Investor Portal

MTD

QTD

YTD

All

Gross Merchandise Value

$1.24M

23.4% MoM

Revenue

$105K

Take Rate

8.5%

Escrow Held

$128K

2,847

Total Users

18.2%

$105K

Revenue (MTD)

15.2%

112.4%

Net Revenue Retention

3.1pp

342

Jobs Completed

27.8%

Quick Links

Growth

Revenue

Unit Econ

P&L

Dashboard

Growth

Revenue

Markets

Reports

InvestorDashboard -- getDashboardKpisInternal, period selector (MTD/QTD/YTD), sparkline trends, hero GMV card

Section 2 -- Growth Metrics

Growth Metrics

9:41

Growth Metrics

User Acquisition

Monthly

Posters

Contractors

Activation Rates

Poster Activation

Posted first job within 7 days

68%

Contractor Activation

Submitted first bid within 7 days

54%

Retention Cohorts (Poster)

M0

M1

M2

M3

M4

M5

Sep 25

100%

72%

58%

51%

44%

40%

Oct 25

100%

75%

61%

53%

47%

--

Nov 25

100%

78%

64%

55%

--

Dec 25

100%

80%

66%

--

Jan 26

100%

82%

--

Churn Rate

4.2%

Monthly Churn

-0.8pp

38.6%

Annual Churn

-2.1pp

Dashboard

Growth

Revenue

Markets

Reports

GrowthMetrics -- getUserGrowthInternal(monthly), getCohortAnalysisInternal(poster), stacked acquisition bars, retention heatmap

Section 3 -- Revenue Deep Dive

Revenue Deep Dive

9:41

Revenue

Revenue Waterfall (Feb)

GMV

$1.24M

Platform Fee

$105K

Payouts

$1.13M

Net Revenue

$87K

ARPU Breakdown

$82

Poster ARPU

12.3%

$147

Contractor ARPU

8.7%

Revenue by Category

Roofing (30%)

Plumbing (20%)

Electrical (20%)

HVAC (15%)

Other (15%)

Take Rate Analysis

Effective Take Rate

8.5%

Blended ARPU

$108

Revenue per Transaction

$307

Avg Job Value

$3,612

Dashboard

Growth

Revenue

Markets

Reports

RevenueDeepDive -- getFinancialTrendsInternal(monthly), waterfall chart, ARPU segmentation, category pie chart

Section 4 -- Unit Economics

Unit Economics

9:41

Unit Economics

Blended

By Segment

$42

Customer Acquisition Cost

-$8 MoM

$487

Lifetime Value

+$34 MoM

11.6x

LTV / CAC Ratio

+1.4x

3.2

Payback Period (mo)

-0.5 mo

Contribution Margin by Segment

Margin Analysis

Poster Segment

CAC: $38 -- LTV: $412

72%

Contractor Segment

CAC: $56 -- LTV: $680

64%

Detailed Metrics

Jobs per Poster

2.4

Repeat Poster Rate

38.2%

Revenue per Job

$307

Avg Time to First Job

2.4 days

Verification Rate

76.3%

Avg Contractor Earnings

$12,480

Dashboard

Growth

Revenue

Markets

Reports

UnitEconomics -- getUnitEconomicsInternal, blended vs segmented toggle, CAC/LTV/payback KPI tiles, contribution margin bars

Section 5 -- Market Expansion

Market Expansion

9:41

Market Expansion

Ohio County Penetration

Live Markets

28%

18%

42%

36%

24%

12%

8%

Low penetration

High penetration

County Penetration Rates

County	Users	Jobs	Rate
Summit	842	1,247	42%
Cuyahoga	726	1,034	36%
Stark	418	521	28%
Medina	312	387	24%
Portage	186	214	18%
Lake	124	148	12%

Expansion Pipeline

Columbus, OH

Q2 2026 -- Contractor recruitment started

Active

Cincinnati, OH

Q3 2026 -- Market research phase

Planning

Pittsburgh, PA

Q4 2026 -- Adjacent market opportunity

Target

Detroit, MI

2027 -- Midwest expansion candidate

Backlog

Dashboard

Growth

Revenue

Markets

Reports

MarketExpansion -- getGeographicInsightsInternal, county heatmap (posterProperties), city-by-city table, expansion pipeline

Section 6 -- Engagement Metrics

Engagement Metrics

9:41

Engagement

34%

DAU / MAU Ratio

+2.1pp

4:32

Avg Session (min)

+0:18

1.8

Jobs / User / Mo

+0.3

2.4h

Time to First Bid

-0.8h

Net Promoter Score

72

Excellent

78% Promoters 16% Passive 6% Detractors

Feature Adoption Matrix

Feature

Adoption

Job Posting

94%

In-App Chat

82%

Escrow Payments

76%

Reviews

61%

AI Design Studio

38%

Digital Contracts

34%

Dashboard

Growth

Revenue

Markets

Reports

EngagementMetrics -- getPlatformHealthInternal, DAU/MAU ratio, session analytics, NPS score card, feature adoption matrix

Section 7 -- Financial Statements

Financial Statements

9:41

Financial Statements

Feb 2026

Q1 2026

YTD

P&L Summary

Revenue

$105,400

Platform Fees (8.5%)

$105,400

Cost of Revenue

($31,620)

Stripe Processing

($18,200)

Convex / Infra

($8,400)

Support Staff

($5,020)

Gross Margin

$73,780 (70%)

Operating Expenses

($142,500)

Engineering (4 FTEs)

($68,000)

Sales & Marketing

($45,000)

G&A

($29,500)

EBITDA

($68,720)

Cash Position

$1.8M

Cash on Hand

$69K

Monthly Burn

26

Months of Runway

Break-even target

Q4 2027

Dashboard

Growth

Revenue

Markets

Reports

FinancialStatements -- getFinancialTrendsInternal, P&L line items, cash position, burn rate, runway calculation

Section 8 -- Investor Updates

Investor Updates

9:41

Investor Updates

February 2026

Published Feb 24, 2026

Latest

Highlights

GMV reached $1.24M, up 23.4% MoM -- strongest month yet

Launched Columbus market expansion with 42 contractor sign-ups

NPS improved to 72, driven by faster bid response times

Key Metrics

$1.24M

GMV

$105K

Revenue

2,847

Users

Upcoming Milestones

Cincinnati market launch planned for Q3 2026

AI Design Studio V2 with before/after visualization

Series A preparation -- targeting Q4 2026

Download PDF Report

January 2026

Published Jan 31, 2026

Highlights

Crossed $1M GMV milestone for the first time

Contractor verification rate reached 76%, up from 64%

Launched Blueprint Automations engine -- 18 step types

Key Metrics

$1.01M

GMV

$91K

Revenue

2,412

Users

Download PDF Report

December 2025

Published Jan 5, 2026

Highlights

React Native rewrite completed and shipped to production

Stripe Connect integration live -- full escrow flow

First paid jobs completed through the platform

Download PDF Report

Dashboard

Growth

Revenue

Markets

Reports

InvestorUpdates -- investorUpdates table, date cards with highlights/metrics/milestones, PDF download action

Data Architecture

Portal Endpoints (/v1/investor/*)

GET /v1/investor/dashboard

Main KPIs: GMV, revenue, users, NRR with period filter

GET /v1/investor/growth

User acquisition, cohorts, activation, churn rates

GET /v1/investor/revenue

Waterfall, ARPU, category breakdown, take rate

GET /v1/investor/unit-economics

CAC, LTV, payback period, contribution margin

GET /v1/investor/geography

County penetration, city-by-city, expansion pipeline

GET /v1/investor/engagement

DAU/MAU, session length, NPS, feature adoption

GET /v1/investor/financials

P&L summary, cash position, burn rate, runway

GET /v1/investor/updates

Monthly investor update log with PDF download links

Aggregation Queries (convex/portals/investor.ts)

getDashboardKpisInternal

Users, jobs, financial aggregates across posterUsers, contractorUsers, jobs, jobBids, escrow

getUserGrowthInternal

Time-series user growth with daily/weekly/monthly grouping and cumulative totals

getFinancialTrendsInternal

GMV, revenue, payouts over time from escrow records with cumulative tracking

getCohortAnalysisInternal

Poster/contractor retention by monthly signup cohort with activity tracking

getUnitEconomicsInternal

CAC (from investorCacValues), LTV, repeat rates, verification rates, payback period

getPlatformHealthInternal

Liquidity (jobs without bids), dispute rate, support ticket backlog

getGeographicInsightsInternal

Jobs/GMV by state and city from posterProperties geographic data

Caching Strategy

15-min TTL Cache

Dashboard KPIs and growth metrics cached at HTTP layer to reduce Convex query load

Hourly Snapshots

Financial aggregates snapshotted hourly for historical trend accuracy

DoS Protection

All queries use .take(500) limits to prevent unbounded database scans

CORS Origin Lock

investor.3bids.io only -- getCorsOrigin() validates request origin

Auth (Investor Tokens)

verifyPortalAuth

Requires valid Clerk session token in Authorization header. clerk_id extracted from cryptographically verified token.

investorAccess table

Maps clerk_id to portal access with role (viewer/admin), granted by platform admins

investorCacValues

Manual CAC entry by admins -- posterCac, contractorCac with audit trail

investorSavedViews

Custom dashboard views per investor with filters, columns, public/private sharing

KPIs & Growth

9:41

KPIs & Growth

Overview

247

Total

+18%

Growth

Performance

84%

Rate

+12%

Trend

3.2x

ROI

Overview

247

Total

+18%

Growth

Performance

84%

Rate

+12%

Trend

3.2x

ROI

Revenue & Economics

9:41

Revenue & Economics

Performance

84%

Rate

+12%

Trend

3.2x

ROI

Content

Unit economics: CAC, LTV, payback period, contribution margin

Markets & Engagement

9:41

Markets & Engagement

Tools

Share your profile or scan to preview

Content

Engagement: DAU/MAU, session duration, feature adoption, NPS score

Financials & Updates

9:41

Financials & Updates

Overview

247

Total

+18%

Growth

Performance

84%

Rate

+12%

Trend

3.2x

ROI

Items

Item Alpha

Updated 2h ago

Active

Item Beta

Updated 5h ago

Pending

Item Gamma

Updated 1d ago

Review

Tools

Share your profile or scan to preview

Investor Dashboard

https://app.3bids.io/admin/investor

Investor Dashboard

1,247

Total

+23%

Growth

89%

Rate

$42K

Revenue

Recent Activity

Item updated

2 minutes ago

Task completed

15 minutes ago

New notification

1 hour ago

Performance

Financial Deep Dive

https://app.3bids.io/admin/investor

Financial Deep Dive

1,247

Total

+23%

Growth

89%

Rate

$42K

Revenue

Recent Activity

Item updated

2 minutes ago

Task completed

15 minutes ago

New notification

1 hour ago

Performance