Issue link: http://deals.uberflip.com/i/1533782
Retail-Focused SaaS Software Publisher #68343 Sign NDA ► Location Southwestern US 2025 Est. Revenue $900,000 2025 Est. EBITDA $254,000 DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such informati on. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the deliver y by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity's fees are paid by the seller. Bo Zhao Senior M&A Advisor Email: bzhao@generational.com Office: 949-679-4592 Generational Equity, LLC 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 INVESTMENT APPEAL • Innovative Products: The Company's SaaS solutions are the first of its kind "fit-for-purpose" retail ERP for enhancing Whole Store Profit. The solutions retain 24 months of detailed item sales, item movement, and gross margin erosion data to perform causation analytics and offer improvement recommendations in plain English. • Outstanding Growth Opportunities: Excellent strategic investment for companies with a strong installed customer base seeking brand expansion and added revenue. The Company is staged and ready to scale for significant growth opportunities. • Strong Client Relationships: The Company is proud of its strong ties to clients and its reputation for quality work and client service. Evidence of these relationships is shown in the approximately 80% rate of repeat business and case study testimonials. • Modest Ongoing Capital Investment Requirements: Management does not expect any significant investment in fixed assets to be required over the pro forma period. • Management Will Remain through Transition: Ownership is willing to remain through a transition period and would entertain remaining with new management for a longer period of time on a consultancy basis. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 - 2022 BUSINESS HIGHLIGHTS The Company is a leading provider of cloud-based SaaS business intelligence software for the retail sector, focused on whole store profit optimization, business process optimization, and augmented intelligence natural language analytics to grow sales, improve inventory productivity, and guarantee sustainable gross margin optimization for repeatable ROI. The Company's software aggregates disparate sourced data, performs cross-functional/multi- dimensional augmented intelligence analytics, and uniquely presents improvement recommendations in plain English on an easy-to-use dashboard/ portal. The Company derives approximately 86% of its revenues from multi-year SaaS contracts, with the remaining revenue from custom development, implementation services, and training. Management reports an approximate 80% rate of repeat business. The Company is profitable, debt free, self- financed, and primed for rapid nationwide and international growth.