Top line

<aside> 💡

Highlights:

• Thales signed for PoC and deployed on 17th July! 1 month between demo and starting date of the PoC, a new record! 🏆
• Upsold video-to-SOP & decision engine to another department at XFAB: +15k ARR per year! Deployed videos-to-SOP only for now, on the 28th July. </aside>

💸 Cash 💸

• Burn rate: 59’810$

  Including 34k$ in exceptional spending with Deel - part of it is deposit and will be refunded.

🚀 Deployments 🚀

Deployment at Thales

• Date: 17th July
• Type of contract: Pilot
• Product shipped: Videos-to-SOP
• 6 engineers onboarded
• 5 people out of 6 creating procedures during the first 2 weeks! 11 procedures generated in 10 days → 350 hours of documentation saved.

Visual representation of product adoption within XFAB on the decision engine in July, through questions asked per day.

Third deployment at XFAB

• Date: 28th July
• Type of contract: Annual license
• Product shipped: Videos-to-SOP
• 8 engineers and technicians onboarded

From the deployment last month:

• 317 operational decisions assisted with consistent usage

🤖 Product 🤖

Major milestone:

• Deployment of our first specific vocabulary feature: Allude can now learn the specific vocabulary per factory!
• Infrastructure of the product rebuilt in a more robust way - 90% of the job done → targeted implementation: September

⭐️ Talents ⭐️

• Headcount (EoM): 5
• New employee: 0
• On-going hiring:
  • Founder Associate: We found our new founder associate Jeanne (ex-founder ⭐️), starting on the 10th August!
  • Moving forward with several profiles for applied AI, full-stack and front-end
  • New position open: Founding GTM!

🤝 Sales 🤝

Pipeline kept advancing despite the team's heavy focus on deployments. We started looking for a Founding GTM to have a better focus on sales.

Cartier In progress; decision expected in September

Aptar Onsite demo delivered; decision expected in September

<aside> 💡

The Ask

• Any star profile you know in Founding GTM, or tech (applied AI, full-stack, front-end) in Paris or willing to relocate!
• Introduction to Site Leaders and operations executives (VP Operations, Manufacturing, Maintenance) at industrial sites with 130+ employees.
• Introduction to Employers association (MEDEF for example in France). </aside>

THANKS 🤩 🚀 See you next month 👋

Previous Gazette

June 2026