Opportunity overview
This AI software business operates a document automation platform serving B2B operations teams in finance, insurance, and professional services. Established in 2021 and based in New York, NY, the platform automates document intake, extraction, review, and routing, helping teams reduce manual processing across high-volume workflows. The company generates $1.5M in annual recurring revenue with $290K in adjusted EBITDA. Its customer base spans multiple regulated and document-heavy industries, providing diversification across sectors that rely on accurate, repeatable document handling. Expansion potential includes additional workflow integrations and higher-volume enterprise tiers, giving a new owner clear paths to grow revenue from the existing product and customer foundation. The asking price is set at 3.7x ARR. This opportunity may suit strategic acquirers in the AI or B2B SaaS space, as well as operators seeking an established recurring-revenue platform with room to scale. The full Deal Book, including detailed financials and operations information, is available after signing the NDA with a free buyer account.
Why this business stands out
Meet your advisor
Avery Collins
Advisory Partners · 21 active listings on CapBench
Avery spent twelve years buying and selling logistics and home-service companies — first as an operator, then as the advisor on the other side of the table. She sold her own freight brokerage in 2019, and since then has guided more than 20 owners through exits worth a combined $85M. Every deal she runs lives on DealRoom: verified buyers, clean numbers, and a process that keeps moving.
Avery manages this deal end-to-end on CapBench and personally reviews every buyer.
The teaser is just the start.
Full financials, operations, customer detail, and growth levers live in the Deal Book — open it free after a one-click NDA.
Sign the NDA & view the Deal BookAt a glance
AI Document Automation Platform is a AI Software business for sale in New York, NY, established 2021. Annual revenue $1.5M ARR. EBITDA/SDE $290K adjusted EBITDA. Asking price 3.7x ARR. Qualified buyers can pre-qualify for SBA 7(a) financing and get matched with lenders on CapBench.
Source: CapBench SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. CapBench is not a lender and does not guarantee financing.
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