CEO Ryan McInerney and CFO Chris Suh presented a clear long‑term roadmap at the February 2025 Investor Day focused on extending the network, expanding new flows, and scaling value‑added services.
Execution and communication are strong, disclosure is robust, and decisions (e.g., Pismo, Featurespace, network investments) align with the long‑term compounding model. While founder ownership is absent, culture and incentives appear aligned with durable value creation.