Clark Square Capital's Ultimate Value

Clark Square Capital's Ultimate Value

Share this post

Clark Square Capital's Ultimate Value
Clark Square Capital's Ultimate Value
Quick Pitch #23
Copy link
Facebook
Email
Notes
More

Quick Pitch #23

Cheap SaaS growing ARR at ~30%

Clark Square Capital's avatar
Clark Square Capital
May 01, 2025
∙ Paid
14

Share this post

Clark Square Capital's Ultimate Value
Clark Square Capital's Ultimate Value
Quick Pitch #23
Copy link
Facebook
Email
Notes
More
1
1
Share

Hello Ultimate Value readers,

I am back with a new idea!

This one is another gem: a small yet relatively undiscovered SaaS company. It hasn’t been written up anywhere (not on VIC, etc.) and isn’t discussed on Twitter.

This is an excellent SaaS business with strong unit economics. It’s growing ARR at ~30% this year and trades at less than 3x ARR. Best of all, the company is about to become profitable, which will likely lead to a re-rating.

Let’s check it out.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Clark Square Capital
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More