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● LiveAcquireAcquireSaaSsecure fund portals, asset management

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

First seen Oct 24, 2026 · last checked 5 hours ago

AcquireOpen at Acquire ↗
Asking price
$1,000,000
Annual profit
$50,000
Annual revenue
$400,000
Profit multiple
20.00x
Monthly profit
$4,167
Age
20 yrs

Confidence in this listing

Enough to judge the shape of it, not enough to price it.

59/100

What is documented
  • Profit figure published
  • Net margin 13%
  • Trading for 20 years
What to ask about
  • Listed through a marketplace, figures as supplied
  • A 20.0x multiple, outside what this market clears
  • First seen here in the last few days

This scores the paperwork, not the business. Acquire: listed through a marketplace, figures as supplied. Always verify the figures with the seller before making an offer.

Overview

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

Price & status history

  1. ListedOct 24, 2026

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