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
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