B2B SaaS - Investment Services - $12K MRR

Main Benefits

Rapid MRR growth reaching a CAGR of c.21% for the period 2014 to (e)2017
Diversified client base with c.130 clients and several multi-billion-dollar financial institutions
Low customer churn rate of c.3.6% over the trailing 12 months driving high CLVs of c.$2,485
Lean and scalable cost structure driving high net margins of c.79% over the last year
Low owner involvement

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Details

For sale is a growing and proven B2B software provider in the investment services niche.

Launched in 2013, the company has made a name for itself by providing a risk tolerance questionnaire aimed at financial advisors. The business has quickly found product market fit and now services several multi-billion-dollar institutions.

The robust software helped the business drive a top-line CAGR of c.21% for the period 2014 to (e)2017. With c.130 clients boasting an average CLV of c.$2,485 over the trailing 12 months, the software plays an integral role in the day-to-day of its customers. Customer and MRR churn averaged c.3.6% and c.3.8% in the past year respectively, illustrating the sticky nature of the product.

The business itself is simple to operate with the current owner spending only a few hours per week on customer support and basic marketing.

The company presents a great opportunity for a new owner to take over a growing B2B software with strong SaaS metrics and a mission-critical offering.