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Fintech
listed by broker
Insurance
Founded in
2021
Minority
Desired valuation:
400000
Description
Fast turnaround, straight forward no nonsense commercial insurance providers for the middle market $0 CAC, 91% customer retention, 98% close ratio
Featured metrics
$0 CAC, 91% customer retention, 98% close ratio
Selling details
Type of shares
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Reason for selling
I want to raise capital
Preferred acquirer
Private investor
Aspirations & growth opportunities
Huge growth opportunity in commercial insurance
Business details
Business model
Commissions and fees
Customers
3 (Middle market commercial)
Competition
Renegade Insurance, BGM insurance, Shealy Group
Operational details
Technology stack
EZ Lynx
Marketing spend
$500 (Word of mouth)
Performance tracking tools
Other
Financial details
Ownership structure
100
Last month's revenue
5000
Last month's profit
1500
Financial records
Annual P&L summary reports, Online reporting software/tools
Metrics
TTM revenue
14700
TTM net profit
60000
Based in
AMER
Team members
1-2
Acquisition type
Minority
Desired valuation
400000
Message Owner
654db9c0abcd030002a849ff
Message Broker
654db9c0abcd030002a849ff
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