Sell-Side CIM & Board Reporting

Vaultline Software

Construction Technology SaaS · Toronto

MetricCAD $6.8M ARR
Metric118% NRR
Metric~40% Growth
MetricCAD $27M–$41M Indicative EV

Situation

Construction-technology / field-services vertical SaaS platform generating CAD $6.8M ARR, ~40% YoY growth, 76.3% gross margin, 118% NRR and 94.6% GRR across 1,240 customers. ARR grew ~5.7x since FY2021 on only CAD $3.4M of equity investment.

Mandate

Engaged as exclusive sell-side financial advisor for a controlled auction, with a full sale as the primary objective and flexibility for recapitalization or growth-equity structures. Indicative valuation of 4.0x–6.0x LTM ARR, implying ~CAD $27M–$41M enterprise value.

Scope of Analysis

Company Positioning & Investment ThesisMarket SizingProduct & Technology AssessmentHistorical Performance & ProjectionsManagement AssessmentValuation FrameworkBuyer PositioningTransaction Process Materials

Selected Findings

Growth profile and retention metrics (118% NRR, 94.6% GRR) support premium positioning relative to vertical SaaS comparables within a controlled sale process.

Transaction Perspective

Illustrative sell-side case demonstrating CIM development and transaction-process management for a high-growth vertical SaaS platform.

Selected Deliverables

Flagship Deliverable

Sell-Side CIM

Access the full representative Confidential Information Memorandum covering positioning, market analysis, financial performance and valuation.

Additional Deliverable · Public

Board Pack

View the supporting board reporting package demonstrating strategic-finance and management reporting capability.

View Board Pack →

Leverage Strategic is led by Prashant Gupta, CA, MBA, bringing 10+ years of experience across transaction advisory, M&A, corporate strategy and investor relations. About Prashant → | LinkedIn →

Illustrative Transaction Case. Representative work presented for portfolio and capability-demonstration purposes; company names, financial information and transaction details may be anonymized, modified or modeled to preserve confidentiality.
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