Pre-Seed Stake, Investor Relations SaaS, Zurich
A pre-seed equity stake in a Zurich-based SaaS company that consolidates the investor relations work of listed companies on a single, AI-supported platform. The company has a validated product in pilot operation with first paying customers, a fully built cloud infrastructure and a founding team with more than 20 years of investor relations experience. It addresses small- and mid-cap listed companies, a segment underserved by established enterprise IR platforms.
- Addressable market of 57,598 listed companies worldwide; TAM USD 1.8 bn, SOM USD 90 m (company figures).
- SaaS model with a target ARPA of USD 30,000 per year and a gross margin of 75–80 %.
- Validated product with first paying customers and fully built, scalable AWS cloud infrastructure.
- Founding team with 20+ years of IR experience and work for 50+ listed companies.
- Capital already secured: CHF 900,000 non-dilutive bridge loan and CHF 1,200,000 convertible loans.
- Entry valuation well below established competitors, valued or acquired in the high hundreds of millions.
The company operates a cloud-based IR workspace that combines equity storyboard, investor CRM, content creation, omni-channel communication, campaign distribution, analytics, collaboration and compliance on one platform, replacing the fragmented tool stack most listed companies rely on today. Pricing runs from USD 850 (Data-Only) to USD 4,300 (Enterprise) per month, with usage-based add-ons for campaigns, messaging volume, AI tokens, events and compliance modules. The target ARPA is USD 30,000 per year at a gross margin of 75–80 %.
Market (company figures): TAM 57,598 listed companies (USD 1.8 bn); SAM 25,041 companies below USD 250 m market capitalisation (USD 780 m); SOM 500–3,000 customers (USD 90 m). A live prototype is in pilot operation with first paying customers; AWS infrastructure, a financial data API and a proprietary database of listed companies are in place. The core team covers product, engineering and design, supported by external design and engineering partners.
This is an early-stage investment with a corresponding risk of total loss. Market figures, traction and the pre-money valuation are based on the company's own documents and have not been verified externally. Established competitors include Q4 Inc. (acquired for CAD 257 m in 2024), EQS Group (market capitalisation approx. USD 430 m, July 2025) and Notified (acquired for USD 534 m in 2025); the company positions itself as faster, simpler and lower-priced for the small- and mid-cap segment.
The identity of the company is not disclosed at this stage. It is made known to qualified investors, together with data-room access, cap-table details and detailed documentation, upon execution of a non-disclosure agreement. Prospective investors are advised to conduct their own independent due diligence.
The external exposé is available in four editions. The full exposé and the identity of the asset follow the signed non-disclosure agreement for this mandate.
The mandate is handled by a licensed partner; Adivera makes the introduction.
This document is confidential and intended exclusively for qualified buyers and investors. It is neither an offer nor a recommendation and does not constitute investment advice. All information originates from the principal or its partner, is provided without warranty and is subject to change without notice; prior sale is reserved. The mandate is handled by a licensed partner; Adivera makes the introduction. Detailed documentation is available to qualified parties upon execution of a non-circumvention and non-disclosure agreement. Enquiries to Adivera Ventures.
This document is not a prospectus and not an offer to acquire participations. It is addressed exclusively to professional clients within the meaning of the Swiss Financial Services Act. Adivera makes the introduction to the company and makes no statement as to the suitability of a participation for any particular investor.