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Deal Opportunities.co.uk

the UK marketplace for company sales

AI-Powered Financial Intelligence Software Provider

Reference
D13595
Turnover
Less than £0.5m
Sector(s)
Business services, Technology
Region(s)
UK Wide, Outside UK
Added
08 July 2026
Offers required by
July 21, 2026 - 11:00am

Business description

Business Highlights

  • Proprietary end to end platform enhances workflows by providing a single reliable source of truth and automating everyday tasks with unmatched precision

  • Seamlessly integrates and analyses all data in one platform, unlocking new insights to make smarter, faster decisions. Provides precise answers, reliable data from cross-referenced sources and trustworthy verification processes. Improves productivity by automating repetitive tasks to keep focus on value-added activities.

  • Rapidly expanding customer base including private equity, family offices, professional consultants

  • High growth end market

  • SOC 2 Type I accreditation

  • Team of 12: 6 UK employees and 6 contractors based in UK/internationally. Executives have significant startup, PE, and investment banking experience

  • Currently producing c. $431k ARR

Company Assets

  • Proprietary Software Platform – Fully developed and commercialised platform

  • Intellectual Property – The brand, domain name, website copyright, source code, tech stack

  • Organisational Knowledge & Know-How – In-depth trade secrets and knowledge base integral to the development of the Company’s technology

  • Client Contracts – The existing customer agreements and pipeline prospects

  • Goodwill – The valuable goodwill attaching to the business

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