Strictly private & confidential
Project Summit
Confidential investment opportunity | B2B SaaS
- Revenue (LTM)
- $12.00M
- Growth (YoY)
- 38%
- EBITDA (LTM)
- $2.40M
- EBITDA margin
- 20%
The opportunity
Project Summit is a B2B SaaS business generating $12.00M of annual revenue, growing 38% year on year at a 20% EBITDA margin. The shareholders are exploring strategic options, including a sale of the company.
Investment highlights
- High-growth profile: 38% year-on-year revenue growth.
- Profitable: $2.40M EBITDA at a 20% margin.
- Rule of 40 score of 58, above the benchmark for efficient growth.
- Founder-led business with a management team open to a transition period.
Key differentiator
Category-leading workflow platform embedded in the daily operations of 1,200 mid-market customers, with net revenue retention above 115%.