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Technology & SaaS

Revenue-stage platforms with clear unit economics and runway.

OBC lists growth-stage technology and SaaS companies with proven product-market fit, disciplined unit economics, and a credible path to profitability or exit.

Every deal is adjustable

Ticket size, term, exit mechanics and reporting are all shaped in the specialist conversation we have with you. What you see here is our default posture per sector — the final terms are tailored to your strategy call and the deal-qualification call before you commit.

What we focus on

  • B2B SaaS with recurring revenue
  • Vertical platforms and fintech infrastructure
  • Developer tooling and data platforms
  • Late-seed to Series B growth rounds

How deals are structured

  • Priced equity round via SPV vehicle
  • Preferred shares with standard protective provisions
  • Board observer rights where relevant
  • Escrow-based funding aligned to closing conditions

The process, step by step

The same 4 stages apply to every technology & saas deal — with escrow release only after shares are transferred to investors.

Step 1
Sourcing

Founders introduced via trusted funds, operators and partners.

Step 2
Diligence

Product, financial, legal, tech and reference calls.

Step 3
Structuring

SPV set up alongside lead investor's term sheet.

Step 4
Deployment

Wire from escrow to company on share issuance.

Key risks to consider

No investment is risk-free. These are the primary risk categories we assess for technology & saas deals.

  • Execution and scaling risk
  • Competitive displacement
  • Follow-on funding risk