Thesis fit
Capital-efficient technology growth: $15M+ ARR, profitable or near-breakeven
Recurring insurance software with strong retention and positive cash flow. A fit for your capital-efficient growth criteria.
- Supporting evidence
- $42M ARR · 131% net retention · cash-flow positive
- Open question
- Confirm how much of the recent expansion comes from a small number of customers.
Explore the shortlist
Capital-efficient technology growth: $15M+ ARR, profitable or near-breakeven
Northwind Underwriting
Top matchVertical SaaS automating commercial-insurance underwriting.
$42M ARR · 131% net retention · cash-flow positive
92/ 100Cadwell Field
Field-service platform for utilities and telecoms.
$28M ARR · Rule of 62 · net-new logos up 40% YoY
86/ 100Mercato Commerce
B2B procurement infrastructure for distributors.
$35M ARR · profitable · 45% YoY growth
80/ 100Helvet Compliance
Continuous compliance automation for regulated SaaS.
$18M ARR · 124% net retention · efficient growth
75/ 100Brightpath Payroll
Payroll and benefits for mid-market employers.
$22M ARR · near-breakeven · strong cohort retention
69/ 100
Fictional companies and signals. An illustrative shortlist, not live investment research.
Investor relationship to explore
Westhaven PartnersKnown portfolio links include recurring software businesses with capital-efficient growth.
Prioritized from known portfolio links, not a complete portfolio assessment.