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SaaS Wealth Fund is a U.S. private equity investment firm focused on a broad portfolio of profitable & cash-flow-positive SaaS & tech-enabled services businesses.
Deployed in 2020
SWF V fund was launched in 2020 with a focus on B2B SaaS.
SaaS Wealth Fund is a people-first investment company buying exceptional businesses from transitioning owners.
SaaS Wealth Fund is committed to buying and building beautiful businesses and adding value and stewarding them with exceptional, values-driven leadership; We provide simple, fair & straightforward exits for owners with diligence focused on what matters. Join us in our journey towards a more exciting tomorrow.
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 Investors
We believe in quickly scaling our business to maximize returns for investors while working to mitigate risk by strategically utilizing SWF's vast human capital & deep domain expertise.
Good for Employees
We believe that our employees are our biggest asset. And as such, we encourage radically-candid family-like cultures so as to more efficiently maximize their potential.
Good for the World
We emphatically believe in exclusively building companies that have a positive impact on the world, relentlessly holding our businesses to the following values: sustainable, affordable, rapid, honest, & elite.
Why
As a software engineer, entrepreneur, founder and operator and now fund manager, I know exactly what it’s like to work long hours, make sacrifices, and put your family first. I’m also quite familiar with the extreme stress and the constant potential for burnout. We didn’t learn the business from a textbook. We learned it from sleeping under the shipping table, having invoices go unpaid, and struggling to make payroll. We learned it from making great hires and terrible ones. There’s no substitute for experience and no faster way to gain it than by building something from nothing.
We knew that we wanted to create more freedom for ourselves and our families, but we didn’t know where to turn.
That’s when I discovered the power of software investments.
Through SWF, our mission is to help another hard-working individual like you, to achieve the freedom you deserve and to create the life you’ve always wanted to live. We believe that if part of your investment portfolio is not software investment, you are missing on an asset class that has proven to give the most asymmetrical return.