Acquisition Investment Memorandum

CloudAxis

B2B Workflow SaaS · Professional Services

Metric$12M ARR
Metric$2.8M Adj. EBITDA
Metric107% NRR
Metric$10M Illustrative EV

Situation

Workflow automation SaaS serving 340+ professional-services firms across legal, accounting, staffing and consulting. 94% GRR, 107% NRR, 92% recurring revenue, 4.8-year customer tenure, ~23% Adj. EBITDA margin and 90%+ cash conversion.

Mandate

Evaluated an off-market acquisition opportunity created by founder succession, at a $10.0M enterprise value (3.6x EBITDA / 0.83x ARR, up to $11M including earnout).

Scope of Analysis

Investment ThesisSaaS Metrics & Cohort AnalysisQuality of EarningsValuationDeal StructuringReturns Modeling100-Day Plan

Selected Findings

Identified untapped pricing (unchanged since 2021), the absence of an outbound sales motion or dedicated CSM function, and 20+ fragmented bolt-on targets as the principal value-creation levers. Flagged customer concentration risk, with the top 25 accounts representing 47% of ARR.

Transaction Perspective

Attractive valuation arbitrage supported by recurring-revenue quality, tempered by concentration risk requiring transaction protection.

Selected Deliverable

Full Report

Acquisition Investment Memorandum

Access the full representative acquisition investment memorandum supporting the underwriting case.

Leverage Strategic is led by Prashant Gupta, CA, MBA, bringing 10+ years of experience across transaction advisory, M&A, corporate strategy and investor relations. About Prashant → | LinkedIn →

Illustrative Transaction Case. Representative work presented for portfolio and capability-demonstration purposes; company names, financial information and transaction details may be anonymized, modified or modeled to preserve confidentiality.
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