The company is a data, analytics, and software provider focused on designing and delivering best-in-class full-stack solutions for the financial services industry. The company offers several proprietary software platforms and plugins allowing seamless integration for commonly-used applications.

Key Aspects
• Bootstrapped $150k investment into $11 million in total sales across five years
• Ownership estimated 80% recurring revenue with highly sticky client base
• Company has begun selling year-long enterprise licenses for approximately 100k as of 2023
• Company has been profitable from first day of operations
• Proprietary software offerings provide a unique value-add for the financial vertical and existing cloud platforms
• Strong historical profit margins utilizing a lean and growth-oriented business model

Opportunities
• Additional software contracts can quickly increase recurring revenue opportunities
• Business model and software have been groomed for rapid growth with the right acquirer
• Strong balance sheet with no historical long-term debt
• Software offerings have applications in multiple sectors outside of primary target markets
• Operations can easily integrate and provide value as a component or arm of an enterprise, financial firm, or large cloud software provider

Headquartered
• Greenwich, Connecticut

Current Markets
• The company provides software and business solutions to firms in the financial services industry across the Americas, EMEA, and APAC. Key clients include Fortune 500 companies.

Real Estate
• The company operates primarily remotely but maintains virtual offices in Connecticut and Texas for the purposes of hosting meetings and conferences.

Shareholder Objectives
• The sole owner is seeking an acquirer to assist with the company’s successful rapid expansion. He is willing to facilitate various deal structures to maximize the growth of the company.

Benchmark International

Benchmarks Exclusive Opportunities

Analytics Solution Provider with Proprietary BI Software Offerings – BN000045461

Analytics Solution Provider with Proprietary BI Software Offerings – BN000045461

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