⚠ Legal Notice · Company names cannot be disclosed due to binding NDAs and operating agreements with acquirers. Portfolio assets are referenced by internal identifier only.
Concord Portfolio Analytics
Q4 · 2026 · Fiscal Reporting Period
Top 5 Earning Software Businesses

A live look at Concord's highest-performing web SaaS assets.

Company names are redacted under active NDAs with our operating partners. All figures below are trailing-twelve-month, drawn from production billing, analytics, and observability systems across the portfolio.

Portfolio Sigils · Trailing MRR

Five assets. Five signatures.

Each portfolio company is represented by a unique glyph and color signature used across internal reporting.

Portfolio Companies · Redacted

Top 5 by Trailing MRR

Names withheld under NDA · Ref. IDs internal
AI Stock Intelligence · Fintech SaaS · since 2023

Company 01ActiveRank #01

An institutional-grade equity signal platform blending large-language-model research synthesis with quantitative factor screens. Delivers real-time alerts, portfolio attribution, and options-flow overlays to retail and prosumer traders.

MRR
$95.0K
ARR
$1.14M
Gross Margin
71%
Customers
3,842
LTV
$4.1K
CAC
$214
Churn
2.1%
NPS
68
Growth
+14.2%
Revenue Composition
Subscription (Pro / Elite tiers)68%
Enterprise licensing22%
API metered usage7%
Data resale partnerships3%
12-Mo MRR Trend
Status
Operating · Cash-flow positive
AI Research Copilot · Knowledge Work · since 2022

Company 02ActiveRank #02

A multi-model research assistant that ingests private documents and returns cited, source-linked answers. Ships with team workspaces, permissioned vector storage, and audit-grade reasoning trails for regulated industries.

MRR
$58.0K
ARR
$696.0K
Gross Margin
74%
Customers
12,640
LTV
$2.2K
CAC
$96
Churn
3.4%
NPS
61
Growth
+9.8%
Revenue Composition
Seat-based SaaS74%
Team / workspace add-ons16%
Annual enterprise contracts8%
Marketplace integrations2%
12-Mo MRR Trend
Status
Operating · Cash-flow positive
Outbound Automation · GTM · since 2024

Company 03ActiveRank #03

A multi-channel outbound engine that auto-enriches leads, drafts personalized sequences with an LLM, and routes replies into the customer's CRM. Includes deliverability infrastructure, unified inbox, and revenue attribution.

MRR
$27.0K
ARR
$324.0K
Gross Margin
66%
Customers
1,247
LTV
$5.6K
CAC
$388
Churn
4.1%
NPS
54
Growth
+22.6%
Revenue Composition
Contact-volume subscription61%
Managed-service retainers24%
Inbox / warmup infrastructure11%
Affiliate & referral4%
12-Mo MRR Trend
Status
Operating · Cash-flow positive
Vertical CRM · Sales · since 2025

Company 04Under ConstructionRank #04

A category-specific CRM currently in closed beta for a regulated services vertical. Pipeline, quoting, e-sign, and embedded payments are live with pilot customers; general availability is planned for next quarter.

MRR
$0.0K
ARR
$0.0K
Gross Margin
0%
Customers
94
LTV
$0.0K
CAC
$0
Churn
0%
NPS
42
Growth
Under Construction
Revenue Composition
Pilot contracts (unbilled)100%
12-Mo MRR Trend
Status
In build · pilots only
Operations Analytics · Enterprise · since 2021

Company 05Closed DownRank #05

Operations analytics unit was sunset in Q2 2026 to reallocate engineering and support capacity toward higher-velocity assets. Historical revenue is excluded from forward projections and no longer billed.

MRR
$0.0K
ARR
$0.0K
Gross Margin
0%
Customers
0
LTV
$0.0K
CAC
$0
Churn
0%
NPS
0
Growth
Closed Down
Revenue Composition
No active revenue streams · asset closed.
12-Mo MRR Trend
Status
Sunsetted · no forward revenue
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Portfolio MRR
$180.0K
+11.4% MoM
Annualized Revenue
$2.16M
+13.2% YoY
Paying Customers
17,823
+2,184 net-new
Blended Gross Margin
42%
+1.8 pts QoQ
Portfolio Revenue
Trailing 12 Months · Aggregate MRR ($K)
▲ +138.7% YoY
JanFebMarAprMayJunJulAugSepOctNovDec
Traffic Sources
Acquisition Mix
Organic Search41%
Direct24%
Paid Search14%
Referral9%
Social7%
Email5%
Geographic Distribution
Traffic by Country · Rolling 30d
4.2M sessions
🇺🇸United States
90.0%
🇨🇦Canada
3.1%
🇬🇧United Kingdom
2.4%
🇦🇺Australia
1.6%
🇩🇪Germany
1.1%
🇸🇬Singapore
0.7%
🌐Other
1.1%
Device Breakdown
Session Composition
Desktop
68%
Mobile
28%
Tablet
4%