7+ Y/O Excel Plug-Ins for Finance

Business Start Date: June 2017
Business Location: Ireland
Business Valuation: $1,040,000 USD (Lowered from $1,330,000 USD)
Business Model: B2C SaaS
Industry: Fintech, Stock Market
Percentage Being Sold: 100%
Employee Number (Inc. Owners): 5
Sales (TTM): $338,644.00
Net Profit (TTM SDE): $148,647.00
Business Multiple (TTM Revenue): 3.07x
Business Multiple (TTM EBITDA): 7.00x
YoY Revenue Growth Rate: 17.94%
YoY Profit Growth Rate: 64.91%
Users (TTM): 443
Traffic (TTM): 159,786
Pageviews (TTM): 440,192
Tag Line: 7+ Y/O Excel Plug-Ins for Finance

Executive Summary
The business is a leading fintech SaaS platform that integrates comprehensive stock market data directly into Excel. The platform caters to high-value investors, investment advisors, and financial analysts, with 65% of customers managing portfolios exceeding $1 million and 76% using the platform daily. The company boasts an ARR of $310k and 443 active customers, each paying an average of $683 annually.
Business Evolution and Success
The business was founded to address a gap in the market for integrating stock market data directly into Excel. Since its inception, the company has evolved into a robust fintech SaaS platform, investing over $1 million in development. [Confidential] has achieved over $1.8 million in sales purely through organic growth and word-of-mouth, highlighting its strong market validation.
User and Revenue Growth
The platform has built a solid base of loyal customers, including notable clients such as pension fund controllers, major hedge funds, and university professors. To date, 2,752 customers have purchased [Confidential], generating $1.82 million in gross revenue.
Future Prospects and Growth Path
The business is well-positioned for expansion, particularly among financial advisors and options traders. The company aims to establish itself as the most premium, enterprise-grade Excel solution globally. Additionally, the platform has significant potential in the educational sector, where finance courses extensively use Excel.
Offering Structure and Valuation
The business is available for acquisition as a fully established SaaS platform with an annual revenue of $300K and a valuation of $1 million. Revenue is generated through a tiered subscription model catering to a broad range of customers, from individual investors to professional financial advisors.
General Highlights
Business Description: [Confidential] transforms Microsoft Excel into a powerful financial analysis tool by integrating real-time, enterprise-grade market data. It caters to individual investors, investment advisors, and financial analysts.
Age and User Base: Founded in 2017, [Confidential] has grown organically to a user base of 2,752 customers.
Revenue and Monetization: The company generates revenue through a tiered subscription model with plans offering varying levels of data access and support.
Key Financial and Traffic Metrics: The website has attracted over a million unique visitors, with 159,786 traffic and 440,192 pageviews in the past twelve months.