Discretion Capital @DiscretionCap

Discretion Capital is the leading M&A Advisory Firm for B2B SaaS companies with with $2-25m ARR. discretioncapital.com California, USA Joined August 2023

Tweets

23
Followers

58
Following

54
Likes

9

Discretion Capital @DiscretionCap

2 months ago

We're at SaaStock! Swing by Booth C1 and grab a free copy of our new guide.

0 2 3 281 1

View Details

Discretion Capital @DiscretionCap

2 months ago

📚 CHAPTER 9: Surviving DD Due diligence kills more deals than valuation disputes. Most founders treat it like a formality. It's not. It's an interrogation. And buyers have the leverage. discretioncapital.com/guide/

0 0 0 110 1

View Details

Discretion Capital @DiscretionCap

2 months ago

💪 What to negotiate in every LOI: → Exclusivity period (60 days, not 90+) → Escrow terms (10%, not 15%) → Earnout acceleration clauses → Your termination rights The LOI stage = your most leverage. Link to Chapter 8: discretioncapital.com/guide/

0 0 0 39 1

View Details

Josh Pigford @Shpigford

2 months ago

Einar is one of the smartest people I know around M&A. Read anything he writes on the topic.

Einar Vollset 🇳🇴🇺🇸 @einarvollset

3 months ago

x.com/i/article/2036…

3 1 51 43K 149

1 4 28 14K 74

View Details

Discretion Capital @DiscretionCap

2 months ago

📚 CHAPTER 8: The LOI ⚠️ Most of an LOI isn't binding. But EXCLUSIVITY is. You can't talk to other buyers for 60-90 days. They can walk anytime. This asymmetry is intentional. Chapter 8: discretioncapital.com/guide/

0 0 0 18 0

View Details

Discretion Capital @DiscretionCap

3 months ago

Most founders think due diligence is a formality. It's not. It's an autopsy. Deal killers are never exotic. They're embarrassingly basic: CTO never signed an IP agreement Customers don't have executed contracts Your 2% churn rebuilds to 6% All preventable discretioncapital.com/guide/

0 0 0 22 0

View Details

Discretion Capital @DiscretionCap

3 months ago

Most founders walk into the biggest transaction of their lives completely unprepared. You only get one shot at this. Don't wing it. Chapter 6 →discretioncapital.com/guide/

0 0 0 32 1

View Details

Discretion Capital @DiscretionCap

3 months ago

Selling your B2B SaaS? The real timeline: ▸ Prep: 4–6 weeks ▸ Outreach: 2–3 weeks ▸ Engagement: 3–4 weeks ▸ LOI: 1–2 weeks ▸ Due Diligence: 10–12 weeks ▸ Close: 2–4 weeks Total: 6–8 months. Time kills all deals. Momentum is the strategy. Chapter 6:discretioncapital.com/guide/

0 1 1 217 1

View Details

Discretion Capital @DiscretionCap

3 months ago

📚 Chapter 6 is live: The B2B SaaS M&A Process, Step by Step. Most founders have no idea what to expect when they sell. This is your roadmap — from first outreach to wire transfer. Link to Chapter 6: discretioncapital.com/guide/

0 2 1 205 0

View Details

Discretion Capital @DiscretionCap

3 months ago

🚨 Burning cash + slowing growth + can't raise = The Valley of Death Two escape routes: 1. Go for growth HARD 2. Cut to profitability HARD Don't take the middle path. Chapter 5 → discretioncapital.com/guide/

0 1 2 151 0

View Details

Discretion Capital @DiscretionCap

3 months ago

📚 CHAPTER 5: When to Sell Most founders drift. Perpetually "maybe for sale." This is the worst of both worlds. Either be for sale, or don't be. But don't half-ass it. Chapter 5 → discretioncapital.com/guide/

0 3 1 158 0

View Details

Discretion Capital @DiscretionCap

3 months ago

🚨 The $9M Mistake Two offers. Same company 🚨 Offer A: $45M 🚨 Offer B: $54M Most founders pick B. But after accounting for earnout probability, Offer A was worth $1.7M MORE. Most founders never run this math. Chapter 4 →discretioncapital.com/guide/

0 2 1 166 0

View Details

Discretion Capital @DiscretionCap

3 months ago

📚 CHAPTER 4 is Live Now: Deal Structure $6M all cash vs $9M headline ($3M cash + $6M earnout)? With 30% earnout probability, the $9M offer is worth LESS. That headline number? Not what you get paid. Chapter 4 Link: discretioncapital.com/guide/

0 1 1 703 0

View Details

Discretion Capital @DiscretionCap

4 months ago

❌ M&A Myth: "Revenue multiples are standard" We've seen $5M ARR companies sell for 3x. We've seen $5M ARR companies sell for 10x. Multiples are the OUTPUT, not the input. Chapter 3 → discretioncapital.com/guide/

0 0 0 14 0

View Details

Einar Vollset 🇳🇴🇺🇸 @einarvollset

4 months ago

Happy to announce that Hedgerow Software, an environmental health focused GovTech SaaS has merged with SDL and GovPilot. Discretion Capital served as the sole financial advisor to Hedgerow Software in connection with the transaction.

2 2 10 1K 0

View Details

Discretion Capital @DiscretionCap

4 months ago

📚 CHAPTER 3: What is Your B2B SaaS Worth? A $5M ARR company can sell for 1.5x to 12x ARR. Same revenue. 8x difference. Stop guessing. Start knowing your number. Read Chapter 3 →discretioncapital.com/guide/

0 1 2 212 2

View Details

Discretion Capital @DiscretionCap

4 months ago

❓ If you sold tomorrow, do you know: A) Who the ideal buyer is? B) What they'd pay? C) What they'd value most? Most founders answer "no" to 2+ Chapter 2 → discretioncapital.com/guide/ Next Monday: Chapter 3 tackles the valuation question head-on.

0 1 2 231 2

View Details

Discretion Capital @DiscretionCap

4 months ago

💡 Same business. One buyer pays 2x what another offers. Why? They're measuring different things. Strategic buyers → synergies Platform PE → unit economics Value buyers → want a deal Chapter 2 shows you who's who → discretioncapital.com/guide/

0 1 2 160 0

View Details

Discretion Capital @DiscretionCap

4 months ago

📚 CHAPTER 2 IS LIVE: Who Buys B2B SaaS Companies ($2-20M ARR)? 70% of acquisitions are Private Equity. Not strategics. The buyer you pick matters more than your metrics. Read Chapter 2 → discretioncapital.com/guide/

0 2 3 1K 1

View Details

Discretion Capital @DiscretionCap

4 months ago

📖 NEW: The Definitive Guide to M&A for B2B SaaS ($2-20M ARR) Everything we've learned helping founders exit. One chapter at a time. Free. First chapter drops Monday: Who Actually Buys B2B SaaS Companies?