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Available for acquisition is an established, profitable B2B SaaS platform embedded in the recurring collaboration workflows of distributed and hybrid teams. The platform helps organizations replace repetitive status meetings with structured asynchronous check-ins, recurring team feedback, surveys, reporting, and actionable workflow insights delivered inside the collaboration environments employees already use.More recently the company has a pending AI related patent and has become the system of record for AI agents. The business is also being partner certified with a major AI company.
The business serves more than 1,600 active paying teams through a self-service subscription model and has supported a substantial installed base of users across a broad network of organizations. Revenue is predominantly recurring, with reported average monthly net revenue retention of 96%–97% and monthly logo churn of 1%–2% for the current year-to-date period. The customer base is diversified: the ten largest accounts represent less than 20% of monthly recurring revenue, and no individual customer represents more than 5%.
The Company has developed an established product-led acquisition engine driven by organic discovery, marketplace distribution, referral activity, content, and controlled paid-search investment. It currently generates tens of thousands of monthly website sessions and hundreds of new sign-ups per month, providing an operating base that a buyer with additional enterprise distribution, commercial resources, or ecosystem reach can further develop.
The transaction is expected to include the core software applications, source code, intellectual property, customer and subscription relationships, domains and digital assets, cloud and developer accounts, and related operating systems, subject to customary diligence, required consents, and definitive documentation. The platform also includes a live, permissioned AI-agent interface and command-line capability that allow compatible AI tools to retrieve and act on workflow data, creating strategic optionality for buyers focused on AI-enabled workplace software and structured organizational context.
The business is currently supported by an established operating team across engineering, product, customer success, infrastructure, and administrative functions, along with continuing third-party marketing support. A strategic or financial buyer may be able to build on the platform’s existing recurring revenue, customer retention, distribution footprint, and product foundation while applying additional resources to direct sales, channel partnerships, product expansion, and AI-enabled use cases.
o Established Recurring-Revenue SaaS Profile: The Company generated $1.8M–$1.9M of TTM net revenue and $525K–$550K of TTM Adjusted EBITDA, representing a 29%–30% Adjusted EBITDA margin. Reported TTM gross margin is 84%–85%, providing an attractive base for a buyer to evaluate operational leverage and commercial investment opportunities.
o Embedded, Multi-Use Workflow Product: The platform supports recurring asynchronous check-ins, polls, surveys, retrospectives, reports, and analytics within everyday collaboration workflows. This combination gives a buyer an established foundation across team coordination, feedback collection, engagement, and management-insight use cases.
o Diversified Customer Base with Measured Retention: The business serves more than 1,600 active paying teams, with the top ten customers accounting for less than 20% of MRR and no customer exceeding 5%. Management-reported current-year metrics include 96%–97% average monthly NRR, 93%–94% average monthly GRR, and 1%–2% average monthly logo churn; these are monthly measures and should not be annualized.
o Product-Led Demand Engine: The Company has built a durable self-serve acquisition model without dependence on a dedicated internal sales force. Organic discovery, marketplace distribution, referral activity, content, and paid search contribute to tens of thousands of monthly website sessions and hundreds of new sign-ups per month.
o AI-Ready Workflow and Data Layer: The asset includes a live permissioned interface and command-line capability designed to enable compatible AI tools to access and act on structured workflow data. This may be strategically valuable to acquirers seeking to connect team context, reporting, and work orchestration to their own AI, collaboration, or enterprise-software products.
o Established Ecosystem Distribution: The product is integrated into major workplace-collaboration environments and participates in commercial marketplace and partner channels. An acquirer with enterprise coverage, channel infrastructure, or a complementary installed base may be able to expand distribution, accelerate account activation, and improve enterprise monetization.
o Owned Technology and Intellectual-Property Optionality: Included assets are expected to comprise the core application stack, source code, product and operational documentation, digital properties, and intellectual property. The business also holds a patent-related asset concerning AI-enabled team intelligence; its final status, scope, claims, and commercialization potential are subject to buyer diligence.
o Clear Commercial Growth Levers: Potential value-creation initiatives include enterprise sales activation, channel and co-sell development, onboarding and conversion optimization, lifecycle monetization, focused paid-search and content investment, product packaging, and commercialization of AI-enabled functionality. These represent buyer evaluation opportunities, not forecasts of future performance.
o Transition-Ready Operating Base: The business is supported by an established cross-functional team spanning product, engineering, customer success, infrastructure, operations, and administrative functions. The founders are prepared to provide structured transition assistance and support continuity of key operating knowledge, systems, and relationships.
The founders are prepared to provide a structured transition and training period tailored to a qualified buyer’s requirements. Support can include product and technical handover, operating procedures, customer-success practices, key third-party systems, commercial-channel knowledge, and relevant documentation. Subject to mutually agreed terms, the founders are also prepared to facilitate an orderly handover of team and customer continuity responsibilities. Extended advisory assistance may be available under separately negotiated terms. Team members plan to stay unless buyer elects otherwise.
The founders are startup focused and have built a fantastic business with zero outside capital. With the existing enterprise clients and a product with phenomenal retention, and a patent in place for a new product, this business is poised for a new owner to expand with multiple available growth paths. The founders believe the business is well positioned for a growth-oriented buyer with additional go-to-market resources, enterprise distribution, channel reach, or complementary technology assets to scale the platform. They are seeking a transaction that provides a smooth transition for customers and team members while enabling the platform’s product, commercial, and AI-enabled growth opportunities to be pursued at greater scale. Founders will sign a non-compete.