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SaaS Startup United States
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Investment management platform for fund managers to streamline capital raising processes

P&L Documents (1)Supporting files (7)
Asking Price
$320k
Multiples
3.2x revenue
The asking price divided by TTM gross revenue.
Learn more about multiples
Annual Growth Rate
+22%
TTM Revenue
$98.7k
Profit
$-24.3k
Last Month's Revenue
$8.2k
Profit
$-1.5k

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United States

Investment management platform for fund managers to streamline capital raising processes

An investment management platform designed to help fund managers streamline capital raising, promote new offerings, and connect with the right investors. The platform supports investor onboarding, offer management, application workflows, and accreditation verification to help fund managers manage compliance and investor relationships more efficiently. By centralizing key capital raising activities, it helps teams strengthen relationships with current limited partners, attract new investors, and support growth in assets under management. Key Highlights ✅ Investment management platform for fund managers ✅ Helps streamline capital raising and promote new offerings ✅ Supports investor onboarding, offer management, and application workflows ✅ Includes accreditation verification to support compliance ✅ Helps fund managers connect with the right investors ✅ Supports stronger limited partner relationships and AUM growth
Asking Price
$320k
Multiples
3.2x revenue
The asking price divided by TTM gross revenue.
Learn more about multiples
Asking Price Reasoning
The asking price reflects the value of what has been built — not just current revenue. What you’re acquiring: • Proprietary IP — full-stack private markets platform (investor CRM, deal room, fund management, white-label infrastructure). • Embedded compliance infrastructure — KYC/AML, accreditation verification, document e-signing, etc. • 160,000+ investor database — proprietary network of accredited investors with verified contact data.
Recent performance
TTM Revenue
Trailing twelve month (TTM) gross revenue.
$98.7k last 12 months gross revenue
TTM Profit
Trailing twelve month (TTM) net profit.
$-24.3k last 12 months net profit
Last Months Revenue
Total gross revenue last month.
$8.2k last month gross revenue
Last Months Profit
Total net profit last month.
$-1.5k last month net profit
Customer metrics
Customers
Total unique customers who have made a purchase.
< 10 Customers
ARR
The total recurring revenue over the last full month, annualized (MRR × 12). Excludes one-time fees and variable usage revenue.
$94.3k ARR
Annual Growth Rate
The percentage change in revenue over the last 12 months compared to the previous 12 months.
+22% Annual Growth Rate
Churn Rate
The percentage of paying customers lost over the last 12 months.
3-5% stable Churn Rate
Company overview
Date Founded
January 2025
Team Size
Small (2-20)
Business Model
  • Subscription
  • On-Demand
  • Licensing
  • Business-to-business (B2B)
The Company operates a B2B SaaS model with three revenue streams: (1) annual subscriptions for investor CRM, deal room, and fund management tools; (2) white-label licensing fees for investment organizations that deploy the platform under their own brand; (3) usage-based fees per deal, per accreditation verification; and (4) service-based fees.
Tech Stack
  • Node.js
  • React
  • PostgreSQL
  • Amazon Web Services
  • MongoDB
  • TypeScript
  • OpenAI
  • Stripe
  • Vercel
Growth Opportunities
  • Expand to new markets
  • Hire a sales team
  • Increase pricing
  • Increase content marketing
  • Social media marketing
Competitors
  • Juniper Square
  • Carta
  • AngelList
  • Sydecar
  • Agora
  • iCapital
Key Assets
  • Customers
  • Codebase
  • Intellectual property
  • Domain
  • Website
  • White label infrastructure
  • Database
Acquisition details
Selling Reasoning
  • Partner or family needs
Financing
  • Angel investment
Verified business
Business address and incorporation certificate verified (US entities only).

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