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SaaS Startup United States
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Budgeting App + 1:1 Coaching Platform with New National-Brand Affiliate Partnership

P&L Documents (1)Supporting files (1)
Asking Price
$22.5k
Multiples
5.1x revenue
Annual Growth Rate
+0%
TTM Revenue
$4.4k
Profit
$0
Last Month's Revenue
$240
Profit
$0

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United States

Budgeting App + 1:1 Coaching Platform with New National-Brand Affiliate Partnership

This budgeting and coaching service combines practical budgeting tools with personalized 1:1 financial coaching, and it is supported by a network of 40+ coaches currently available on the platform, with an additional waitlist of coaches ready to join, alongside a recently secured affiliate partnership with a national brand that creates meaningful potential for growth and distribution. Key Highlights ✅ Budgeting platform that pairs traditional budgeting tools with 1:1 financial coaching ✅ 40+ coaches available for users to choose from ✅ Additional coaches on a waitlist, ready to onboard ✅ Recently secured an affiliate partnership with a national brand
Asking Price
$22.5k
Multiples
5.1x revenue
The asking price divided by TTM net profit and TTM gross revenue.
Learn more about multiples
Asking Price Reasoning
We are just now finding product market fit. We have a unique offering in the space and just landed a deal with a household brand which is validating to our approach. We have a large coaching community and have standardized the budget coaching model, allowing us to scale with external partnerships.
Recent performance
TTM Revenue
Trailing twelve month (TTM) gross revenue.
$4.4k last 12 months gross revenue
TTM Profit
Trailing twelve month (TTM) net profit.
$0 last 12 months net profit
Last Months Revenue
Total gross revenue last month.
$240 last month gross revenue
Last Months Profit
Total net profit last month.
$0 last month net profit
Customer metrics by
Customers
Total unique customers who have made a purchase.
10-50 Customers
Annual Recurring Revenue
The total recurring revenue over the last full month, annualized (MRR × 12). Excludes one-time fees and variable usage revenue.
$6.8k ARR
Annual Growth Rate
The percentage change in revenue over the last 12 months compared to the previous 12 months.
+0% Annual Growth Rate
Churn Rate
The percentage of paying customers lost over the last 12 months.
10%+ downwards Churn Rate
Web traffic by Google Analytics
Company overview
Date Founded
January 2024
Team Size
Small (2-20)
Business Model
  • Services
  • Subscription
  • Direct-to-consumers (DTC)
  • Multi-sided platform
SaaS with human coaching component.
Tech Stack
  • Webflow
  • React
  • Stripe
  • React Native
  • Cloudflare
  • Fly.io
  • Airtable
Growth Opportunities
  • Focus on SEO
  • Increase pricing
  • Improve conversion rates
Competitors
  • YNAB
  • EveryDollar
  • Monarch
  • LunchMoney
  • Rocket Money
  • Copilot
Key Assets
  • Codebase
  • Domain
  • Customers
  • Social media accounts
  • Website
  • Marketing materials
  • Mobile application
  • Brand
  • Coaching network
Acquisition details
Selling Reasoning
  • Starting a new venture
  • Lack of time
Financing
  • Bootstrapped
Connected metrics
Web and customer metrics with real-time accuracy.
Verified business
Business address and incorporation certificate verified (US entities only).

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