Fund Factsheet & Secure Client Portal SaaS Serving 300+ Asset Managers, $360K ARR

This business provides fund factsheets and secure client portals for asset managers, helping them share investor updates clearly, accurately, and on time. Its biggest advantage is speed: clients can be up and running in days rather than months, making it an attractive alternative to larger, slower providers. Built over 20+ years, the company has served 300+ asset managers across 30+ countries and has earned a strong reputation for flexibility and responsive support. With recurring revenue, steady growth, and a proven B2B model, it offers a buyer a trusted product in a specialized market with clear expansion potential. ✅ $400K TTM revenue, $360K ARR, and 20% growth ✅ 251–500 customers in a sticky, recurring revenue business ✅ Proven history and long-standing customer trust in a niche market ✅ Fast deployment and hands-on support create a strong competitive edge ✅ Multiple growth paths through new markets, content marketing, and added features ✅ Small team and established product make it easier to operate and scale