SaaS Wealth Fund is a U.S.-based private investment firm focused on acquiring and growing profitable, cash-flowing B2B companies with recurring or repeatable revenue — from SaaS platforms to managed services and specialized service businesses.
We acquire resilient SaaS and essential B2B service companies from founders seeking a fair, transparent exit. Our people-first approach safeguards your legacy, your team, and your customers.
SaaS Wealth Fund acquires and grows profitable SaaS and essential B2B service companies with recurring revenue. We provide fair, transparent exits for founders, and apply disciplined operating playbooks to create durable value for investors, employees, and customers.
Investment Thesis
Acquisition Experience
Operational Expertise
Deal Flow
Low Churn, Strong LTV's
1. A good company generating $2m plus in ARR with 90%+ in annual retention rate. Noncyclical. No significant customer concentration. Not project-based. Mature, and high-quality businesses. Consistent historical performance.
2. An Exceptinal company to us is a mid- to large-sized company (a minimum of $1-million earnings before interest and tax), Consistent earnings and growth — generally EBITDA/revenue + revenue growth of 20 percent or more per year, Experienced and committed management, An offering price that has been determined.
Industry Leader
When we buy a Good company, we identify and address the reasons they have not yet become an Exceptional company. We offer coaching and resources in many areas including establishing values and capital allocation processes, profit-sharing programs, formal management training, and ongoing mentoring.
To this end, making the company a market leader in its vertical, and increasing it's brand loyalty.
Win-Win-Win
Good for Founders
Fair exit. Smooth transition. Legacy preserved. We provide transparent deals that safeguard your people, customers, and reputation while carrying your business into its next stage of growth.
Good for Investors
Disciplined deals. Recurring revenue. Risk-adjusted returns. We acquire resilient SaaS and essential B2B businesses, using prudent capital structures and operational playbooks to drive sustainable growth.
Good for Employees
Stability today. Growth tomorrow. We protect continuity, invest in professional development, and foster transparent, performance-driven cultures where teams thrive.
Partner of Choice for Intermediaries
At SaaS Wealth Fund, we recognize that strong outcomes are built on strong partnerships. We are committed to building long-term, mutually beneficial relationships with intermediaries who entrust us with their clients.
Our team values responsiveness, transparency, and respect in every interaction. We aim to be the trusted partner who makes your process smoother, your clients confident, and your reputation stronger.
With years of experience across SaaS, B2B services, and essential industries, we have collaborated with bankers, business brokers, attorneys, accountants, and wealth managers to deliver fair, efficient transactions that preserve founder legacies and unlock growth.
For Investors: Durable Value Creation
We partner with a select group of investors who share our long-term vision. At SaaS Wealth Fund, we pursue disciplined acquisitions in SaaS and essential B2B services—businesses with resilient cash flows, recurring revenue, and growth potential. Our operating expertise and founder-first approach create a differentiated edge: disciplined growth, downside protection, and compounding value.