Oracle Netsuite Native Pos Platform, 63.7% Ebitda Margin, 84% Recurring Revenue

This company is a cloud-native Point of Sale (POS) software provider designed specifically for multi-location retail businesses.
Founded over a decade ago, the company launched its NetSuite-integrated POS platform several years later and has since expanded to support nearly 1,000 store locations worldwide, processing millions of transactions annually. The company operates globally across 10+ countries, with its core markets in Asia-Pacific and North America.
Its proprietary system is built directly on Oracle NetSuite’s platform, meaning it seamlessly syncs sales, inventory, customer data, and financial operations in real time, eliminating the need for third-party connectors or middleware.
Transaction background

Structure: 100% of shares available
Shareholders: 3 shareholders
Reason for Sale: Two shareholders are seeking retirement and a transition to passive income
Transition Support: Two shareholders are open to supporting the business during a post-transaction handover period

Investment Highlights

Recurring Revenue: 84% of revenue from subscriptions in 2024
Stable Operations: Consistent and predictable revenue and profit streams
High Net Revenue Retention: 104%
Debt-Free: No outstanding liabilities
Low Customer Churn

Industry Focus

Fashion & Apparel
Sports & Outdoors
Bike & Footwear
Jewelry
Supplements & Health
Grocery & Electronics

Geographic Reach

40% of the client base is in the USA
Existing presence in Australia, New Zealand, North America, and Europe

Growth Opportunities

U.S. Expansion: Significant upside via on-the-ground U.S. sales representation
Partner Synergy: Ideal for existing Oracle NetSuite partners with sales teams that can cross-sell or integrate this POS solution
Asia-Pacific: White space opportunity in Asia where few native NetSuite POS solutions exist
Underinvested Marketing: No current marketing investment in the U.S., representing a growth lever.