Critical Financial Indicators

Q1 Net Loss

from prior -€10,966.85

Cash Position

YoY

Total Liabilities

YoY

Net Assets

worsening

Monthly Burn Rate

Cash Runway

OpEx Q1 Total

Executive Summary

Alvio Labs delivered a challenging Q1 2026 performance with a net loss of €4,226.52, representing an improvement from the prior year period's €10,966.85 loss. However, this masks significant structural concerns: the company's cash position has declined 78% from €532.14 to just €116.00 over 12 months, while liabilities have increased 141% to €36,056—primarily driven by director loans now totaling €36,247.62.

The business is technically insolvent with negative net assets of €35,940. The 41% rise in liabilities reflects director loans funding operations—not third-party debt—reducing repayment pressure but indicating the business is not yet self-sustaining. The 149% deterioration in retained earnings suggests cumulative losses are accelerating the equity deficit.

Immediate action required: At current burn rate of €398/month, the €116 cash balance represents less than 3 days of runway. Capital injection or revenue generation is critical before month-end.

Critical Observation

The company has entered a cash flow crisis. Despite reducing net losses by 61% QoQ, the cash burn from prior periods has depleted reserves below critical levels. The reliance on director loans (€36,247) now exceeds the entire liability base from March 2025 (€14,949)—indicating the founder is personally guaranteeing operations. Watch for dilution events or equity raises in Q2.

Cash Position YoY (€)

Cash decreased €416.14 (-78%) from prior year. Monthly burn: €398

Net Assets Position (€)

Net assets worsened -149%. Now at €35,940 deficit

Year-over-Year Comparison (Key Metrics)

Metric Mar 2025 Mar 2026 Change Trend
Total Assets €532.14 €116.00 -€416.14 CRITICAL
Cash (Bank) €532.14 €116.00 -78.2% CRITICAL
Total Liabilities €14,948.99 €36,056.06 +141.1% WATCH
Director Loans (Combined) €14,543.09 €36,247.62 +149.2% WATCH
Net Assets -€14,416.85 -€35,940.06 -149.3% CRITICAL
Retained Earnings -€3,450.00 -€31,713.54 -819.2% CRITICAL

P&L Structure (€)

Gross Loss

-€3,032.07

Net Loss

-€4,226.52

Operating Expense Breakdown

Top expense: Consulting & Accounting €613.00 (51.3%)

Full Profit & Loss Statement — Q1 2026

Line Item Amount (€) % of OpEx Category
Cost of Goods Sold €3,032.07 DIRECT
Gross Profit -€3,032.07
Operating Expenses €1,194.45 100.0% OVERHEAD
Consulting & Accounting €613.00 51.3%
Office : Software Expenses €271.65 22.8%
Research & Development €191.98 16.1%
Subscriptions €42.36 3.5%
Office Expenses €53.47 4.5%
Travel - National €20.00 1.7%
Bank Fees €1.99 0.2%
NET PROFIT -€4,226.52 LOSS

Analyst Note — Operating Leverage

Operating expenses of €1,194 represent a lean cost structure for an R&D-focused company. The 51% allocation to consulting/accounting suggests external professional services dependency— a common pattern in early-stage companies without in-house finance. Opportunity: Reducing consulting hours or bringing basic bookkeeping in-house could cut €200-300/month from burn rate, extending runway by 50%.

Balance Sheet Composition

Total Assets €116.00
Total Liabilities €36,056.06
Net Assets -€35,940.06

Balance Sheet Detail — As at 31 March 2026

Item Mar 2026 (€) Mar 2025 (€) Change (€)
ASSETS
Revolut EUR Main €116.00 €532.14 -€416.14
Total Assets €116.00 €532.14 -€416.14
LIABILITIES
Accounts Payable €0.00 €405.90 -€405.90
Director's Current Account €23,697.62 €13,993.09 +€9,704.53
Director's Loan Account €12,550.00 €550.00 +€12,000.00
Sales Tax -€191.56 €0.00 -€191.56
Total Liabilities €36,056.06 €14,948.99 +€21,107.07
EQUITY
Current Year Earnings -€4,226.52 -€10,966.85 +€6,740.33
Retained Earnings -€31,713.54 -€3,450.00 -€28,263.54

Solvency Analysis

The balance sheet shows negative equity of €35,940, technically constituting balance sheet insolvency. However, the liability structure is 100% related-party (director loans) rather than external debt. This converts a potential legal insolvency into a shareholder funding decision. The €12,000 increase in the formal "loan account" vs €9,705 in the "current account" suggests recent formalization of funding terms.

Liability Composition — Director Funding

YoY Liability Growth (€)

Director Financing Detail — Shubham Jain

Current Account Informal

€23,697.62

+€9,704.53 since Mar 2025 (+69.4%)

Loan Account Formal Debt

€12,550.00

+€12,000.00 since Mar 2025 (+2,181.8%)

Total Director Exposure €36,247.62

Represents 100.5% of total liabilities

Related-Party Risk Assessment

Critical dependency identified: 100% of operating funding now comes from director loans. The 22x increase in formal loan account vs 1.7x in current account suggests a shift toward documented debt instruments—potentially in preparation for external financing or tax optimization. The business cannot continue operations without continued director support. Recommendation: Formalize loan terms, document interest rates (even if zero), and consider converting current account to equity to clean up balance sheet.

Required Actions — Priority Matrix

URGENT

Address Cash Runway Crisis

3-day cash runway requires immediate capital injection of minimum €5,000-€10,000 or emergency revenue generation. Without action, operations cease within one week.

Timeline: Immediate | Owner: Director

ACTION

Formalize Director Loan Terms

Document €36,247 in director loans with formal agreements, interest rates (market or zero), and repayment schedules. Required for audit compliance and external financing.

Timeline: 14 days | Owner: Director + Accountant

ACTION

Reduce Consulting Costs

€613/month in consulting (51% of OpEx) is unsustainable. Negotiate fixed-scope engagements or transition select functions (bookkeeping, basic compliance) in-house.

Timeline: 30 days | Owner: Director

MONITOR

Develop Revenue Model

Current P&L shows COGS without corresponding revenue—indicating product development/inventory build. Define path to first revenue and unit economics.

Timeline: 60 days | Owner: Director + Advisors

Risk Register — Q1 2026

Risk Impact Severity Mitigation
Cash Exhaustion Operations cease CRITICAL Emergency director funding
Solvency Concern Legal/trading restrictions HIGH Director loan conversion to equity
Related-Party Dependency Single point of failure MEDIUM Diversify funding, external raise
No Revenue Generation Continued cash burn MEDIUM Accelerate GTM, early customer pilots

Scenario Analysis — 90-Day Outlook

Scenario A: No Action

Day 3

Cash depletion, operations suspended

Scenario B: €5K Injection

Month 2.5

Extended runway, time for revenue action

Scenario C: €15K + Revenue

Sustainable

6+ months runway to reach profitability

A Built with Alvio