Free SaaS valuation
SaaS Startup United States
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AI-powered client documents and presentations for financial advisors

P&L Documents (1)Supporting files (1)
Asking Price
$24.9k
Multiples
8.1x profit
The asking price divided by TTM net profit.
Learn more about multiples
6.8x revenue
The asking price divided by TTM gross revenue.
Learn more about multiples
Annual Growth Rate
+5%
TTM Revenue
$3.7k
Profit
$3.1k
Last Month's Revenue
$1.2k
Profit
$1k

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SaaS startup United States

AI-powered client documents and presentations for financial advisors

This B2B SaaS platform helps independent financial advisory firms turn meeting notes, transcripts, and planning data into polished client documents, branded presentation decks, and reusable templates in minutes. Advisors can upload materials, describe what they need in plain English, revise drafts with simple feedback, and export finished deliverables for clients. The business is early but validated, with paying subscribers, strong margins, and a clear niche in advisor workflow software. It is bootstrapped, founder-operated, and already generating recurring revenue through organic outreach, advisor communities, LinkedIn, and demos—giving a buyer a solid base to grow. ✅ 5 active subscriptions generating $1,155 MRR ($13.9K ARR) ✅ $3.7K TTM revenue with ~$3.1K TTM profit and low overhead ✅ Solves a clear pain point: faster, branded client-ready reports and presentations ✅ Strong upside through SEO, content marketing, outbound sales, and paid acquisition ✅ Sale includes the codebase, domain, brand assets, IP, documentation, and customer relationships
Asking Price
$24.9k
Multiples
8.1x profit
The asking price divided by TTM net profit.
Learn more about multiples
6.8x revenue
The asking price divided by TTM gross revenue.
Learn more about multiples
Asking Price Reasoning
The asking price represents approximately 1.8× current annualized base subscription revenue. The valuation reflects the existing paying customer base, working software platform, advisor-specific functionality, developed codebase, documentation, and opportunity to expand distribution through an established financial services technology company. Currently operates within shared parent-company infrastructure. The accompanying financial documentation distinguishes product-specific transactions, historical shared-cost allocations, and independent buyer operating-cost estimates. Profitability figures are subject to final expense reconciliation. Any buyer will need to evaluate its own applicable security and SOC 2 compliance requirements.
Recent performance
TTM Revenue
Trailing twelve month (TTM) gross revenue.
 $3.7k last 12 months gross revenue
TTM Profit
Trailing twelve month (TTM) net profit.
 $3.1k last 12 months net profit
Last Months Revenue
Total gross revenue last month.
 $1.2k last month gross revenue
Last Months Profit
Total net profit last month.
 $1k 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.
$14k ARR
Annual Growth Rate
The percentage change in revenue over the last 12 months compared to the previous 12 months.
+5% Annual Growth Rate
Churn Rate
The percentage of paying customers lost over the last 12 months.
0-1% stable Churn Rate
Company overview
Date Founded
June 2026
Team Size
Just me (1)
Business Model
  • Business-to-business (B2B)
Tech Stack
  • Cloudflare
  • Amazon Web Services
  • React
  • Stripe
  • TypeScript
  • Vercel
  • PostgreSQL
Growth Opportunities
  • Increase digital marketing
  • Expand to new markets
  • Hire a sales team
  • Increase content marketing
  • New product features
  • Focus on SEO
  • Social media marketing
Competitors
  • Hazel
  • Verlo
  • Continuum Pages
Key Assets
  • Website
  • Marketing materials
  • Domain
  • Intellectual property
  • Customers
  • Codebase
  • Social media accounts
  • Inventory
  • Brand
Acquisition details
Selling Reasoning
  • Lack of time
  • Starting a new venture
  • Business challenges
  • Financial gain
  • Lifestyle change
Financing
  • Bootstrapped

Seller details

Startup details

Data room

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