Retail SaaS Platform - Enterprise Automation Software

Full Editorial Writeup

This is a 22-year-old enterprise SaaS platform serving retail, logistics, and telecom verticals with a focus on business workflow automation. The company's flagship client is a $100B+ US retailer with 1,000+ locations, representing 70% of annual revenue and driving $1B in incremental revenues for that customer alone. The platform handles enterprise planning, execution, and monitoring functions delivered as cloud-based services.

The business operates with a fully remote India-based development and support team, enabling true absentee ownership while maintaining high service levels. Revenue is 70%+ recurring with multi-decade customer relationships and consistent 50%+ cash flow conversion over recent years. The company has built deep vertical expertise in retail automation, creating switching costs and expansion opportunities within existing accounts.

Management is positioning for growth through AI-enhanced capabilities expected to generate $4M in additional revenue with 25-50% incremental margins. Two new products recently launched are projected to add $500K annually. The seller prefers a recap structure retaining 40-50% ownership to participate in the next growth phase, though will consider a full exit at the right multiple.