// Investors & LPs

Permanent capital, compounding software.

We acquire profitable B2B SaaS and hold them indefinitely. No fund clock, no forced exits. For accredited investors and family offices who want software cash flow without the venture lottery.

Materials shared only with accredited investors after a brief intro call.

// Thesis

Why this works.

Software is the best business model ever invented. Held forever, it compounds at rates the public markets rarely allow you to access.

Permanent capital, not a fund clock.

We don't sell our companies. There's no exit pressure, no LP-induced rush, no five-year fire sale. Compounding works on the timescale it actually works.

Profitable software, every quarter.

Each portfolio brand is gross-margin-rich, founder-led, and cash-flowing on day one of acquisition. We add capital for growth, never to fund losses.

Aligned operators, not absentee holders.

Founders stay equity partners. Operating leverage comes from a shared platform — finance, security, hiring, GTM — not from cost-cutting.

// Structure

Fund mechanics.

A clean holdco vehicle, designed for long-duration investors. Full terms and the operating agreement are shared in the data room.

Vehicle

Holdco LLC, Delaware

Hold period

Indefinite (permanent)

Distributions

Quarterly cash, post-reinvestment

Reinvestment

Tuck-ins, GTM, platform R&D

Min. ticket

$250K (negotiable)

Reporting

Quarterly investor letter + KPIs

// 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

3

Lucidly · AdvisorKit · FlashGTM

Combined ARR

Disclosed in data room

Profitable, growing

Gross margin

80%+

Across portfolio (weighted)

Net retention

110%+

Across portfolio (weighted)

// Get in touch

Request the data room.

A partner reads every inquiry. We'll reply within 3 business days with next steps — typically a 30-minute intro call before sharing materials.

Important

This is not an offer to sell securities. Materials are shared only with verified accredited investors and qualified purchasers under applicable securities laws.

Direct line: investors@cobaltglacier.com