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Available for acquisition is an established, profitable B2B SaaS platform that helps distributed and hybrid teams run structured workflows, collect recurring team feedback, and generate management-ready insights within the collaboration environments they already use. The platform has been developed over many years and operates through a self-service subscription model, with a product suite spanning workflow automation, surveys and polling, and reporting capabilities. More recently the company has been granted an 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 has a durable recurring-revenue profile, with more than 99% of revenue recurring. It serves a diversified base of more than 1,500 paying organizations ranging from small teams to large enterprises. Reported customer metrics include net retention above 97%, logo churn below 2%, and customer relationships that have persisted for many years. No single customer represents more than 5% of monthly recurring revenue, while the top ten customers account for less than 20%.
The company is positioned as a product-led operating asset rather than a sales-led business. It has built meaningful organic and direct demand through brand-driven discovery, content, paid search, partner ecosystems, and marketplace distribution. Current digital channels generate more than 30,000 monthly sessions and hundreds of new sign-ups per month, providing a proven base that a buyer with stronger go-to-market resources can further develop.
The platform includes a mature technology stack, owned source code, product designs, operational systems, customer relationships, international trademark assets, and a patented AI-enabled team-insights intellectual-property asset, subject to buyer diligence and transferability review. Its product roadmap also includes AI-assisted reporting and analysis capabilities that may be attractive to an acquirer seeking to add structured team-context data, workflow automation, or management-insights functionality to an existing software portfolio.
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 Recurring Revenue and Demonstrated Customer Stickiness: More than 99% of revenue is recurring, supported by reported net retention above 97% and logo churn below 2%. The platform is embedded in recurring team workflows, with a meaningful portion of long-tenured customers continuing to contribute revenue years after initial adoption.
o Diversified, Established Subscription Base: The company serves more than 1,500 paying organizations across a broad customer mix. Customer concentration is low, with no individual account representing more than 5% of monthly recurring revenue and the top ten customers accounting for less than 20%.
o Differentiated Multi-Product Workflow Platform: The product suite combines structured team workflows, recurring feedback collection, surveys and polling, and reporting functionality within major workplace-collaboration ecosystems. This creates multiple product-entry points and potential expansion paths for an acquirer.
o Attractive SaaS Economics: The business has generated $1.84M TTM revenue and $508K TTM Adjusted EBITDA, with reported gross margin above 80%. The financial profile combines a recurring subscription base with a product-led acquisition model and no reliance on a traditional internal sales force.
o Organic Demand and Marketplace Distribution: The company benefits from direct and organic discovery, content, paid search, partner ecosystems, and established marketplace presence. Current channels generate more than 30,000 monthly website sessions and hundreds of new sign-ups each month, creating an operating base for further conversion and demand-generation initiatives.
o Owned Technology and Transferable Asset Base: The transaction is expected to include the core software platform, source code, product and operational documentation, customer and subscription relationships, domains and digital properties, patent, trademark assets, and associated systems, subject to definitive transaction documentation and third-party consents where applicable.
o AI and Team-Insights Optionality: The company has developed AI-assisted reporting and analysis capabilities and an intellectual-property asset related to team insights and well-being. These assets may offer strategic relevance to buyers serving workplace productivity, collaboration, employee experience, human-capital, or AI-enabled software markets; all technical, legal, and commercialization details are subject to diligence.
o Multiple Identified Growth Levers: A buyer may be able to accelerate growth through a focused direct-sales motion, channel and co-sell activation, improved paid-search and content investment, deeper ecosystem distribution, product packaging, and commercialization of new AI-enabled functionality. These are buyer opportunities for evaluation and not forecasts of future performance.
o Established Operating Team and Transition Readiness: The business is supported by a functioning team across product, engineering, customer success, infrastructure, and operations. Team members plan to stay unless buyer elects otherwise.
The founders are prepared to provide a structured transition and training period to support a smooth handover of technology, operations, product knowledge, channel relationships, and key third-party systems. The platform has been designed for stability and low-touch operation, and a qualified buyer should be able to assume control through documented processes, focused training, and an orderly transfer plan. 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.