Profitable, High-Growth SaaS Document Automation Platform (#1 in CRM Marketplace)

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Financial Details

Annual Revenue:
$1,101,000
Cash Flow / SDE:
$300,000
Profit Metric:
Cash Flow (SDE)
Location:
New York, NY, US
Source:
Date:
November 05, 2025

Key Highlights

Highly scalable SaaS model with proven retention (99% net revenue retention) and explosive growth (2.5x YoY ARR).
Market leader status, ranked #1 app in the world's largest CRM marketplace, ensuring strong product-market fit.
Profitable operation achieved with $300k SDE/EBITDA, positioned to capture share in a global market projected to hit $19B by 2030.

Description

This listing presents a rare opportunity to acquire a highly profitable, fast-growing Software as a Service (SaaS) business specializing in document automation. The platform is seamlessly integrated into the world’s largest CRM marketplace, holding the #1 ranking in its category with over 27,000 installs and 1,500+ paying customers, confirming exceptional product-market fit. Financial performance is robust, showing 2.5x YoY ARR growth, 99% net revenue retention, and positive EBITDA ($300,000) achieved as of March 2024. The company solves critical workflow bottlenecks via automated document creation and e-signatures across various industries. Operating fully remotely with 10 employees, this business is perfectly positioned for rapid scale within a high-growth sector. Seller financing is available to qualified buyers.

Industry Information

Industry Description:
SaaS Document Automation Leader integrated into the world’s largest CRM marketplace.
Classification:
Online & Technology

Operational Snapshot

Year Established:
2020
Employees:
10
Reason for Selling:
Relocation

Real Estate & Lease

Status:
Remote

Assets & Inventory

Includes FF&E:
No
Includes Inventory:
No

Broker Contact

Name:
MIke Pantouvakis
Company:
AMIVA Equity Partners LLC
Phone:
551-292-8394

Listing Details

Listing ID:
954994c4-679d-4c02-b96f-c8122a3a7e6a
Source Listing ID:
2318965
Deal Status:
For Sale
Last Updated:
November 05, 2025
Currency:
USD

Features & Tags

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Tags & Categories
SaaS High Growth Document Automation CRM Integration Profitable