Confidential Opportunity
Confidential

Mission-Critical Enterprise Mail Digitization SaaS Platform

ARR
$1.6M
·
ARR CAGR (2-Yr)
~14%
·
Gross Margin
~70%
·
Net Revenue Retention
100%
·
Founded
2020

Opportunity Overview

AMIVA Equity Partners has been retained to advise on the sale of a US-headquartered enterprise SaaS platform providing mission-critical inbound mail digitization infrastructure to large, regulated organizations.

The Company delivers same-day digital conversion of physical mail with full chain-of-custody tracking, fingerprint-level identification, and workflow integration — serving as essential operational infrastructure for Fortune 500 financial institutions, top-tier banks, utilities, and insurers. Founded in 2018, the Company has built a marquee blue-chip customer base of 14 enterprise accounts across financial services, insurance, utilities, and corporate verticals. Revenue is approximately 95% recurring under long-term contracts (3–5 years) with embedded annual escalators. The Company demonstrates best-in-class retention metrics with 100% LTM net revenue retention and maintains an attractive ~70% gross margin profile with operating leverage continuing to build. A de-risked contracted backlog — anchored by a multi-year renewal extending through 2029 at a higher MRR tier — provides significant revenue visibility and a compelling foundation for continued growth through module expansion and new logo acquisition.

Key Highlights

Marquee blue-chip customer base of 14 enterprise accounts including F500 financial services firms, a top-5 US bank, F1000 utilities, and a top-50 P&C insurer
Highly recurring, contractual revenue model (~95% recurring) with 3–5 year agreements featuring annual escalators and module expansion pathways
100% LTM net revenue retention with ~93% lifetime logo retention — single historical churn attributable to reseller infrastructure change, not commercial loss
Attractive ~70% gross margins on a scalable SaaS cost structure with LTM operating profitability and increasing leverage
De-risked backlog with anchor customer renewed through February 2029 at a higher contracted MRR tier, providing multi-year revenue visibility
Diversified end-market exposure across financial services (32%), corporate (35%), insurance (13%), utilities (10%), government (5%), and healthcare (4%)
Employees
50
Full-time equivalent
Founded
2018
Years in operation
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