// Investors & LPs
Permanent capital, compounding software.
We acquire profitable B2B SaaS and hold them indefinitely. No fund clock, no forced exits. We're not currently accepting 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. 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.
// 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
4
Lucidly · AdvisorKit · FlashGTM · RenewalPad
Combined ARR
Disclosed in data room
Profitable, growing
Gross margin
80%+
Across portfolio (weighted)
Net retention
110%+
Across portfolio (weighted)
// 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