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    • Home
    • Investment Criteria
    • Case Studies
    • Capabilities
    • Referral Program
    • Contact Us
  • Home
  • Investment Criteria
  • Case Studies
  • Capabilities
  • Referral Program
  • Contact Us

B2B SaaS, Digital Agency & Technology Investment criteria

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Business Analytics

Must be able to take a controlling position.

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Due Dilligence

 Minimum of 2-3 years in business with stable or growing trends.

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Financial Reports

 Minimum of $500K Revenue or:

 50% profit margin (Agencies) or 70% (SaaS)

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3

P&L's

 Minimum of $250K EBITDA.

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Management Reporting Meetings

 Minimum of 60% monthly recurring revenue. (MRR) 

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Balance Sheets

 Less than 30% revenue concentration among top 10 clients.

Brick & mortar investment criteria

Shaking hands after completing a merger or business acquisition (M&A) deal.

 Also potentially interested in purchasing absentee run brick and mortar businesses with:


-At least 300K steady provable revenue per year.

-Clean financials. (No primarily cash businesses)

-Available Tax Returns as well as computer generated P&L's and Balance Sheets.

- 3+ years of operating history.

-SDE or EBITDA of 100K+.


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