Transform Your Business. 10X Your Valuation.
Exit on Your Terms.

You’ve built something real. We help you scale it smarter, grow its value, and exit on yourterms — using AI, infrastructure, and strategy that unlocks the kind of wealth your effort deserves. through AI tech, operational infrastructure, and GTM execution — helping founders unlock equity and dramatically increase valuation within 24 months.

Backed by former private equity executives and experienced operators who’ve scaled and exited service-based businesses.

01. ABOUT US

Our Model: Buy. Automate. Scale

1. Buy

We acquire or partner with profitable, service-based businesses that have strong fundamentals and founder potential.

3. Scale

We drive go-to-market execution and revenue growth — but the real upside? Tech-enabled businesses like yours command significantly higher multiples at exit. Our model is designed to unlock that next-level valuation.

2. Automate

Our tech stack includes AI agents, automated CRM workflows, and backend systems designed to eliminate inefficiencies and increase margin — turning a people-dependent business into a scalable asset.

02. how to join

How to Join the UbiGrowth HoldCo

Step 1:

Apply to Be Considered

Submit your company profile and verify key criteria.
Step 2:

Structured Zoom Vetting Call (30 Minutes)

We’ll review alignment and walk you through the HoldCo model.
Step 3:

Letter of Intent (LOI)

Qualified companies receive an LOI outlining equity participation and onboarding path.
Step 4:

Due Diligence

We evaluate financials, operations, and fit to finalize valuation.
Step 5:

Stock Transfer Into HoldCo

Equity rolls into HoldCo and you join a portfolio aligned for a shared exit.

03. how we work

The 90-Day
Playbook

From Acquisition to Acceleration in 90 Days
Every acquired company enters a standardized 90-day integration process—designed to streamline operations, increase profitability, and improve visibility without disrupting culture.

We know your business is personal. That’s why our playbook is founder-friendly — fast, clear, and respectful of the company culture you’ve worked years to build.—designed to streamline operations, increase profitability, and improve visibility without disrupting culture.

We move fast, stay founder-friendly, and let results speak for themselves.

01

Identify Your Needs
We start by understanding your goals, challenges, and vision—ensuring every move aligns with your company’s culture and objectives.

02

Develop & Discussion
Our team collaborates with you to create a clear, actionable plan designed to optimize operations and boost profitability.

03

Strategic Implementation
We roll out tailored strategies with precision—minimizing disruption while maximizing impact on growth and efficiency.

04

Review & Optimize
We measure results, refine processes, and ensure you’re set up for sustained success beyond the 90 days.

Founder FAQ

Thinking About Selling? Here’s What Founders Like You Ask First.
We’re not traditional buyers. We’re operators. These are the real questions we hear—and the answers we give.
Categories: Business Operations, Employees & Culture, Financial Concerns, Your Role Post-Acquisition, Tech, AI & Integration, Long-Term Vision

What Scalable Looks Like

We acquire. We integrate. We grow. See how we’ve helped businesses reach their next level.

+87% EBITDA in 60 Days

Company name: UbiGrowth

Industry : AI-Powered Platform

+48% EBITDA in 60 Days

Company name: Delta Point Inc

Industry : Pharmaceuticals

+62% EBITDA in 60 Days

Company name: Leverly

Industry : Unknown

05. FAQ session

@holdco

Need any questions?

We’re here to provide clarity. Whether you’d like to learn more about our investment approach, portfolio companies, or financial strategy, our team is ready to assist. Explore our resources or reach out directly for the support you need.

asked question

We typically acquire companies with $2M–$10M EBITDA using 70–80% debt and 20–30% equity rollover. This creates alignment with founders while maximizing return on capital.

We focus on rapid control handover, AI tool rollout (voice, email, SMS, video bots), staff realignment, CRM sync, and consolidated reporting dashboards. The goal is margin expansion within the first quarter.

Our operating platform replaces human BPO costs with AI, improving efficiency and expanding gross margins to 70–80%. We provide consolidated P&L reporting, AI-driven sales enablement, and scalable onboarding automation.

We focus on service-based businesses where AI can replace labor-intensive processes—starting with medical billing, training/education, and customer engagement platforms.

Founders often roll a portion of equity into HoldCo, giving them access to a diversified portfolio with professional management, higher multiples on exit (15–20x target), and protection from dilution while retaining upside.

We implement best-in-class governance: NDAs, conflict disclosures, equity plans with 4-year vesting, and monthly financial dashboards. Currently, UbiGrowth HoldCo does not carry D&O insurance.

We aim for a portfolio-level exit at a 15–20x multiple. Depending on conditions, we may also pursue refinancing or strategic partial exits to maximize compounding returns.

Own a Business Doing $2M–$10M? Let’s Build Your Next Chapter.

You’ve put in the sweat, taken the risks, and built a business with real momentum. Now it’s time to turn that effort into something bigger — a scalable asset, a real valuation, and a legacy that lasts.