Guideline Acquisition, Valuation, Funding & Investors

Teamshares Inc is a tech-enabled company that acquires and operates small and medium-sized businesses. It uses a software platform to support activities across the acquisition lifecycle, including sourcing, evaluation, and transaction execution. After acquisition, the platform is used to integrate financial and operational data and to monitor performance across its portfolio companies. The company has two reportable segments: Small Business Acquisitions and Real Estate. The majority of revenue is derived from the Small Business Acquisitions, which includes all of the Operating Subsidiaries owned by the company.

Deskera is a cloud-based ERP suite designed for small and medium enterprises, encompassing modules for financial accounting, customer relationship management, inventory control, project management, and human resources. Singapore-headquartered, Deskera serves over 10,000 businesses across Asia-Pacific, Middle East, and North America with its SaaS platform. Key features include automated invoicing, multi-currency support, and real-time reporting dashboards. The company integrates with payment gateways like Stripe and PayPal, facilitating seamless e-commerce operations. Established in 2008, Deskera emphasizes mobile accessibility for on-the-go management.

Wrapbook is a New York-headquartered production payroll platform automating payments, timecards, and expense tracking for film, TV, and advertising projects. It ensures union compliance for cast and crew, integrates with accounting software, and provides real-time reporting for studios and agencies.

Freee KK is a developer of cloud-based software. Its software products include Cloud Accounting software, Cloud HR Labor software, Cloud ERP for Midsize companies, among others.

Totvs SA is a provider of information technology solutions to small and medium enterprises in the education, government, healthcare, and retail end markets. The Company's business purpose is to provide business solutions for companies of all sizes, through the development and sale of management software, productivity platforms, collaboration, and data intelligence, digital marketing, as well as the provision of implementation, consulting, advisory, maintenance services, e-commerce, and mobility. The Company operates in three reportable segments, which include the TOTVS Management segment, the RD Station segment, and the TOTVS Techfin segment. The majority of its revenues is generated from the TOTVS Management segment.

PaySauce Ltd is a New Zealand-based software company. It is a Software as a Solution (SaaS ) fintech platform providing solutions for people at work. The technology enables small employers to digitally onboard, pay, and manage employees from any device. The platform includes rosters, mobile timesheets, payroll calculations, banking integration, automated payments, PAYE filing, labour costing, automated general ledger entries, and digital employment contracts. It generates maximum revenue in the form of processing fees, which are the monthly or annual subscription customers pay for PaySauce payroll products. Geographically, the company generates a majority of its revenue from its business within New Zealand.

Workday is a software company that offers human capital management, financial management, and business planning solutions for enterprises. Known for being a cloud-only software provider, Workday was founded in 2005 and is headquartered in Pleasanton, California.

Zaggle Prepaid Ocean Services Ltd is into spend management, with a differentiated value proposition and diversified user base. It offers a diversified portfolio of SaaS, including tax and payroll software. The company's core product portfolio includes; Propel, a SaaS platform for channel partner rewards and incentives, employee rewards and recognition; SAVE, a SaaS-based platform for employee expense management, reimbursements and benefits; and Zoyer, an integrated data driven SaaS-based procure-to-pay and utility payment platform. The company's operating segments are based on the nature of the products and services provided and include; Propel platform revenue/gift cards which derives maximum revenue, Platform fee/SaaS fee/Service fee and Program fee.

Founded in Germany in 1972 by former IBM employees, SAP is the world’s largest provider of enterprise application software. Known as the leader in enterprise resource planning software, SAP’s portfolio also includes software for supply chain management, procurement, travel and expense management, and customer relationship management, among others. The company operates in more than 180 countries and has more than 400,000 customers, approximately 80% of which are small to medium-size enterprises.

Payactiv is a Santa Clara-headquartered fintech delivering earned wage access through its mobile app, allowing employees to tap into paychecks before payday via debit card, bank transfer, or digital wallet. The platform partners with employers like Walmart and McDonald's, offering financial wellness features including bill pay and savings tools to over four million users in the United States, founded in 2013.

Check is a payroll platform enabling companies to embed payroll features into their software. The Chicago-headquartered service provides APIs and infrastructure for vertical SaaS providers in workforce management. Launched publicly in 2021, it supports partners serving businesses across the United States and is backed by Stripe, Thrive Capital, Index Ventures, and Bedrock.

Swile is a Paris-based super app consolidating employee benefits including meal vouchers, mobility passes, and gift cards on a single smartcard. Launched in 2018, it adds workplace tools like peer recognition, event planning, P2P transfers, and engagement surveys. Analytics dashboards track satisfaction metrics for HR teams across French enterprises.

Khatabook is a Bengaluru-headquartered SaaS platform digitizing accounting for micro, small, and medium enterprises in India. Launched in 2018, it supports ledger management, payments, and invoicing in 11 Indian languages through its Android app used by merchants nationwide. The platform received the Best Innovative Mobile App award at India Digital Awards in 2020.

Virtuous Software is a Phoenix-based provider of fundraising and donor management software for nonprofits, founded in 2014. Its cloud platform combines CRM, marketing automation, payments, and donor engagement analytics to help nonprofit organizations build donor relationships and grow giving. Virtuous serves mid-market to enterprise nonprofits across North America, with expanding operations in Europe, Asia, and Australia.

Digits is a fintech company building accounting and business finance software for accountants, CPAs, and finance professionals. Its proprietary Living Model uses machine learning to understand a business's finances in real time, analyzing customers, suppliers, bank accounts, employees, and the transactions between them at an object level. Products such as Digits Reports and its Report Builder sit on top of existing accounting platforms like QuickBooks, giving accounting firms real-time financial reporting they can activate across their client portfolios in a few clicks.

Fi.Money is a neobanking app offering an integrated savings account and VISA debit card in partnership with Federal Bank, licensed by the Reserve Bank of India. The platform enables users to track spending, automate savings, invest in mutual funds, and manage insurance through its mobile interface. Launched in India, Fi.Money processes transactions via UPI and provides tools for budgeting, credit scores, and family accounts, serving millions of users with FDIC-equivalent insurance up to specified limits.

Smart is a London-headquartered digital pensions platform offering workplace pension schemes and custom software for retirement savings. It manages auto-enrolment programs, master trusts, and international pension administration through cloud-based tools that handle contributions, investments, and compliance for employers worldwide.