AMid-market CPG company$7,500
Marketing management and B2B retail sales enablement: design, email, content
- Auto-bill discount
- —
- Net billed
- $7,500
- Term
- Month-to-month
- Performance fee
- None
- Client since
- Jan 2022
- Status
- Active; auto-bill since 2022
AI-augmented B2B marketing services agency. Core offer: demand generation and sales enablement, combining paid and outbound lead generation, managed SDR and sales process work, and AI-driven delivery, on recurring monthly retainers for SMB and mid-market tech companies. Delaware LLC.
| Year | Revenue | SDE |
|---|---|---|
| 2023 | $77,745 | $23,090 |
| 2024 | $107,407 | $81,378 |
| 2025 | $217,151 | $84,967 |
| TTM Aug 2026 | $324,295 | $97,968 |
2025 and 2026 are from books rebuilt and reconciled by an outside accounting firm; 2023 and 2024 are from the Acquire.com recast (net income plus add-backs). January to August 2026: revenue $219,894, up 95% on the same period of 2025; SDE $65,378, up 25%. Revenue is cash collected; one current account invoices on Net 30 and a prior enterprise account paid on Net 60, so individual months are uneven.
| ID | Client and scope | Contracted | Auto-bill discount | Net billed | Term | Performance fee | Since | Status |
|---|---|---|---|---|---|---|---|---|
| A | Mid-market CPG company Marketing management and B2B retail sales enablement: design, email, content | $7,500 | — | $7,500 | Month-to-month | None | Jan 2022 | Active; auto-bill since 2022 |
| B | Mid-market tech company Demand generation and sales enablement | $6,200 | — | $6,200 | 12 months, May 2026 to May 2027 | 0% months 1–4, then 3.5% of new revenue | May 2026 | Active |
| C | SMB tech company Demand generation and sales enablement | $5,000 | — | $5,000 | 12-month initial term complete; ongoing | 10% of new revenue | Dec 2024 | Active; referral partner |
| D | SMB professional services and tech Demand generation and sales enablement | $3,200 | 5% ($160) | $3,040 | 12 months, Mar 2026 to Mar 2027 | 5%, then 12% of new revenue | Mar 2026 | Paused; resumption terms in progress |
| E | SMB SaaS and tech company Demand generation and sales enablement | $3,000 | $150 | $2,850 | 12 months, Jul 2026 to Jul 2027 | 10% of new revenue | Jul 2026 | Active |
| F | SMB professional services and tech Demand generation and sales enablement | $2,000 | — | $2,000 | 12 months, Mar 2026 to Mar 2027; scope reduced from $3,000 in Aug 2026 | 1.5% of new revenue | Mar 2026 | Active |
| G | SMB tech services company Demand generation | $2,000 | — | $2,000 | 12 months, Jul 2026 to Jul 2027 | 12% of new revenue | Jul 2026 | Active |
| Total | $28,900 | $310 | $28,590 | Most clients auto-bill through Stripe; B invoices on Net 30. At Aug 31 the only open receivable was one Net-30 invoice, within terms. | ||||
Auto-bill discount: some clients on card-on-file autopay receive a small discount (5% or a flat $150) in exchange for collection on a fixed date. Contracted is the agreement rate; net billed is what Stripe charges.
Retention data as of July 2026. Cohort detail available on request.
Share of revenue. Eight remote contractors at Aug 31; no W-2 employees.
June to August ran near break-even after add-backs while collections were in a trough. Three discretionary items account for it:
Excluding those items, July and August contract labor was $10,398 and $9,666, in line with the roster.
Contractors in the US, Colombia and India. Core delivery team is four roles at roughly $5–6K per month; the remaining roles were added in 2026 to support growth. Delivery lead in place since 2025.
No owner-salary or personal-expense add-backs. Each item is dated and referenced to the ledger in the recast statement.
Single-member Delaware LLC. Offered as a membership-interest (equity) purchase rather than an asset sale: client agreements, EIN, Stripe and banking continue without re-papering. More information, including financial statements, agreements and client-level detail, is available on request.