// Investors & LPs
We build the companies we own.
Cobalt Glacier is an AI venture studio. Seven AI-native B2B SaaS brands, all originated in-house, all still operated by us. Our basis is build cost, not an acquisition multiple, and there is no fund clock forcing an outcome. We are not currently raising outside capital; if that changes, this list hears first.
This page is informational only and is not an offer to sell securities.
// Thesis
Why this works.
Software is the best business model ever invented, and AI just made starting one an order of magnitude cheaper. Owning a portfolio you built yourself, at build cost, held indefinitely, is a different return profile than buying the same businesses at market.
We originate, we don't bid.
Every brand in the portfolio started inside the studio: our idea, our first line of code, our first customer. There is no auction, no broker, and no acquisition multiple to overpay. Our cost basis in a brand is the cost of building it.
AI collapsed the cost of a launch.
A product that used to take fifteen people and eighteen months to reach first revenue now takes a handful of people and a fraction of the time. That compression is the entire reason a studio works in 2026, and we take it as margin rather than as a race to the bottom on price.
We keep and operate what we build.
No spin-outs, no fund clock, no forced distributions. Each brand runs on its own P&L with an accountable operator, on a shared spine for finance, security, hiring, and GTM. Sale, recap, or listing only when it clearly beats holding.
// Track record
The portfolio today.
Aggregate snapshot. Per-company financials, cohort data, and the full operating model are available in the secure data room.
Portfolio brands
7
Lucidly · AdvisorKit · FlashGTM · RenewalPad · TempoDocs · Attribufi · RecruitFractional
Combined ARR
Disclosed in data room
Profitable, growing
Gross margin
80%+
Across portfolio (weighted)
Net retention
110%+
Across portfolio (weighted)
// Investor FAQ
How we operate, what we underwrite, what we don't.
The questions we hear most from family offices, endowments, and long-duration allocators. If yours isn't here, email founders@cobaltglacier.com.
// Get in touch
Join the investor list.
We're not currently raising outside capital. Leave a note and we'll add you to a small list of investors we contact first if that ever changes. A partner reads every message.
Important
This page is informational only and is not an offer to sell securities or a solicitation of any investment. If a raise is ever opened, terms and eligibility (including accredited-investor status) will be communicated directly.
Direct line: founders@cobaltglacier.com