v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Cash flows from operating activities:    
Net income (loss) $ 23,151 $ (40,903)
Adjustments to reconcile net income (loss) to net cash provided by operating activities:    
Stock-based compensation 18,933 27,242
Change in value of embedded derivative 0 16,574
Change in value of warrant liabilities 0 (3,986)
Change in value of contingent liabilities (166) 2,919
Change in value of convertible debt, excluding interest 0 4,395
Amortization expense 9,658 7,282
Loss on extinguishment of convertible debt 0 26,436
Accretion of warrant discount on convertible debt 0 949
Interest accrued on convertible debt and short-term note payable 0 1,092
Provision for bad debts 1,536 1,226
Release of indemnification related to QuickFrame Holdback 0 (579)
Provision for deferred income taxes 4,544 0
Interest income from notes receivable (170) (146)
Change in operating assets and liabilities:    
Accounts receivable 6,287 6,756
Prepaid expenses and other assets 2,781 (4,266)
Accounts payable and accrued expenses (22,514) (9,242)
Accrued payroll and related liabilities 177 (448)
Other liabilities (686) (8,381)
Net cash provided by operating activities 43,531 26,920
Cash flows from investing activities:    
Issuance of short term notes receivable 0 (9,611)
Capitalized internal use software costs (9,354) (9,202)
Net cash used in investing activities (9,354) (18,813)
Cash flows from financing activities:    
Proceeds from issuance of Class A common stock in initial public offering, net of underwriting discounts and commissions 0 125,328
Payments of initial public offering costs 0 (5,389)
Payments on settlement of convertible debt 0 (24,000)
Proceeds from exercises of stock options 198 2,589
Proceeds from issuance of common stock under employee stock purchase plan 1,227 0
Proceeds from repayment of partial recourse promissory note 6,565 0
Employee taxes paid under stock-based compensation plans (5) 0
Payments to repurchase common stock 0 (10,025)
Net cash provided by financing activities 7,985 88,503
Net increase in cash and cash equivalents 42,162 96,610
Cash and cash equivalents, beginning of period 210,160 82,562
Cash and cash equivalents, end of period 252,322 179,172
Supplemental cash flow information:    
Cash paid for income taxes 1,822 3,319
Cash paid for interest 0 3,143
Stock-based compensation included in capitalized internal use software costs 604 0
Reclassification of deferred offering costs to additional paid-in capital in connection with initial public offering 0 4,830
Deferred offering costs not yet paid 0 338
Conversion of redeemable convertible preferred stock to Class A common stock in connection with initial public offering    
Supplemental cash flow information:    
Conversion of stock and debt during the period 0 168,888
Conversion of convertible debt to Class A common stock upon initial public offering    
Supplemental cash flow information:    
Conversion of stock and debt during the period 0 96,902
Cashless exercise of common stock warrants    
Supplemental cash flow information:    
Conversion of stock and debt during the period 0 14,872
Conversion of common stock to Class A and Class B common stock upon initial public offering    
Supplemental cash flow information:    
Conversion of stock and debt during the period $ 0 $ 2