When Every Byte Counts (15% IRR potential SaaS business)
A fast-growing mission-critical SaaS business with high retention and upsell
Today, we’re looking at a mission-critical SaaS company in a high-stakes industry (no, I don’t mean gambling with that). In an age where data is both a weapon and a witness, few companies have positioned themselves so precisely at the intersection of technology, intelligence and accountability. This firm operates behind the scenes, quietly powering high-stakes decisions across the globe. It offers indispensable tools to institutions in the private and public sectors that demand speed, precision and trust. With a business model rooted in recurring value and an increasingly hard-to-replace platform, it's no surprise that this company is becoming a critical, if not always visible, layer of modern infrastructure.
A fast and attractive business model
I already talked about the lucrative features of highly recurring revenue models, especially SaaS, in other pitches like this one. The business has very attractive attributes:
25% AAR growth
23% revenue growth
85% gross and 25% AEBITDA margin
Overall market leader in its segment
Vertical integration through the customer workflow
Used by 72/100 Fortune 100 and has a large public sector penetration
Huge utilization/up-/cross-selling opportunity within the existing customer base
92% gross retention rate
Rule of 50 (measured with ARR growth + AEBITDA margin)
Diversified global revenue mix
What’s next?
The full premium pitch covers the following:
How the company makes money
What makes it grow so quickly?
How can they deliver a XX%+ IRR from here?
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