SBA Pre-Qual | Proprietary SaaS Trading Tools

Orange County, CA
listing image
Sale Pending
Asking Price:$10,000,000
Gross Revenue:$6,155,713
Established Year:2020
Cash Flow:$2,366,119
EBITDA:$2,366,119
BUSINESS DESCRIPTION

Established in February 2020, this company has revolutionized the trading industry with its cutting-edge technology and unique solutions. The company’s mission to support forex traders, particularly those aiming to pass prop firm challenges, has propelled it to the forefront of this market. The company’s unique combination of AI-powered tools, a community-driven approach, and comprehensive support mechanisms ensures that traders have a robust pathway to consistent profitability.

Their proprietary offerings include innovative products and tools that leverage algorithmic trading strategies and data-driven insights, mitigating the psychological challenges and financial risks associated with prop firm trading and enabling traders to quickly implement real-time strategies. The recent introduction of a new tool eliminates the risk of losing prop firm challenge fees and is a testament to the company’s commitment to continually evolving and addressing traders’ needs.

The company showcased impressive financial growth in 2023, with revenue increasing 78% to $6.7M. In February 2024, they had to switch trading platforms, which thwarted short-term growth. Despite this, they were able to pivot quickly, and as of July 2024, revenue has almost fully rebounded while SDE shows a 47% YoY increase alongside increased margins. This quick recovery speaks to the company’s overall strength and defensibility in this space. With a focus on continued growth, they are actively developing similar products for the Futures market. This new product line is expected to be a massive opportunity and could potentially double the company’s top line within the next two years.

Managed by a skilled team, no programming or trading knowledge is required. The ideal buyer has marketing expertise to expand on existing highly scalable campaigns. This investment opportunity is poised for substantial growth, backed by robust technology, an innovative product pipeline, and a thriving community of traders.

Key Benefits:

High Trust Ratings: 4.8-star average rating on Trustpilot with over 405 reviews and strong positive customer testimonials across third-party platforms.

Strong Customer Base: 1,700 paying customers contributing to a steady average revenue per user (ARPU) of approximately $3,900.

Consistent Product Rollouts: Recently launched a new product that ensures traders don't lose money on prop firm challenge fees and reduces emotional strain.

Inc 5000 Nominee - Ranked as one of the fastest growing companies in America

Innovative Organic Community: Unique algorithmic trading leaderboard with over 500,000 strategies and exclusive back-testing software.

Diverse Sales Channels: Balanced revenue from both organic sources (50%) and paid ads (50%).

Minimal Customer Concentration: No major customers reduce concentration risk with all customers paying between $3,000 and $5,000 per year.

Proven Resilience: Demonstrated ability to pivot quickly, as evidenced by handling February 2024's platform change and recovering sales momentum.

Low Overhead: The company leverages a customer support team primarily based in Colombia and Mexico, maintaining cost efficiency without sacrificing competence.


DETAILED INFORMATION
Location
Relocatable
Inventory
Not Included in asking price
Competition
This company has many advantages over its competitors.
Growth & Expansion
Built-In Future Growth: The launch of a new product aims to tap into a new market segment with a high potential to double the business in 12-24 months.
Support & Training
Turnkey Operation: Skilled team with defined roles ready to remain with the business, ensuring a seamless transition. Operational Efficiency: Well-documented Standard Operating Procedures (SOPs) and a streamlined customer onboarding process, including a 1-on-1 success coach.
Reason for Selling
The owners have young families and would like to secure their futures.
Home-Based
This business is Home-Based
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