A PE Firm Should Buy This $7m ARR Company Stuck Inside a Publicly Traded Firm

Ryan Allis launched iContact when he was 18. He made $15m cash when he exited in 2011 for $169m. He shares his negotiation with Salesforce Marc Benioff, how he found 10 profitable acquisition channels, 70,000 customers, and broke $50m in revenues. Will he buy it back for $1 one day?

LMS365 raised $20m in 2023 at a $100m valuation - a 5x multiple on $20m of ARR. As of April 2024, they do $30m in ARR. Their 200 person team is focused on building software for the Microsoft ecosystem. Can they hit $40m ARR this year?

They hit $3m ARR fast using MTU tiers on their pricing page. Raised $7m in 2023 at a $35m post money valuation and are burning $30k per month today. Focus is profitability before Q2 2025, will they hit it?

Rural mom and pop shops love him. 13,000 have purchased his POS and software system processing over $1.85 billion in GMV in 2023 across 35m transactions. Can he crack $2b GMV in 2024?

Companies like Samsung are sourcing college talent using Scholarship Owl. The firm hit $6m in 2023 revenue, bootstrapped. 150,000 college students join the platform monthly increasing the size and quality of the talent pool the company’s B2B customers can pay to access. Can he hit $10m this year?

CEO Alex Shvarts shared a default rate of 15%, charge off rate of 6.8%, along with significant expenses related to acquisition costs, and interest expenses. The firm is targeting $300m in capital deployed in 2024. If it hits its target, does this FinTech SMB factoring company have enough margin to survive long term?

Reveeler grew ARR 100% from $25m to $51m in 2023 and took $5m to the bottom line as profits. What interest rate do they pay Hercules on their new $65m debt facility for acquisitions? How does CEO Jay Ackerman plan to hit $100m in revenue this year (2024)? Who will they acquire next?