- Over the past 24 months, the SEC has imposed $2.3 billion+ in fines on 50+ major Wall Street firms for non-compliance regarding text-related recordkeeping. Numerous other federal agencies have similar communications review standards - the DOJ, FDIC, FCA/NCA, FRCP, and MiFID II
- SnippetSentry has developed and is now supporting 56 corporate customers (from 9 in March 2024), both large and small, with a complete solution to this problem – a SaaS platform using micro-services architecture that securely and seamlessly captures all text-based mobile communications, including Apple iMessage, SMS/MMS, and Meta WhatsApp
- Key sales measures are now rapidly increasing. For the period March – August 2024 seats under contract has grown from 454 to 5,131 (~10x growth), activated seats rose from 191 to 2,072 (~10x growth), and monthly recurring revenue (MRR) from $4.5K to $40K (~9x growth). Over 10,000 committed seats are projected by year-end 2024 from current customers.
- ePublishing, LLC, a full-stack SaaS publishing platform, provides content management, data analytics, and revenue cycle management to customers such as Philadelphia Inquirer, BNP Media, and Clarivate Analytics.
- Revenue has grown by 28% per year (2019-2023) to $4.6M, with ~$900K of adjusted EBITDA.
- With 5 deals closed this year, 12 more closings in process, the Company is seeking to aquire a Target to add 153 new customers and grow revenue to $5.7M on a pro-forma basis.
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PRIVATE PLACEMENTS ARE HIGH RISK AND ILLIQUID INVESTMENTS. AS WITH OTHER INVESTMENTS, YOU CAN LOSE SOME OR ALL OF YOUR INVESTMENT.
Securities offered through Carofin, LLC. Carofin, LLC and Carolina Financial Securities, LLC are affiliated Broker-Dealers, Members of FINRA/SIPC, and subsidiaries of Carolina Financial Group, LLC. For more information on the services we offer and details associated with such services, please see our Customer Relationship Summary.
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The information contained herein is for informational purposes only and is not intended for further distribution. The information does not constitute a complete description of any investment or investment performance. This webpage is in no way a solicitation nor is it an offer to sell securities nor is it advice or recommendation regarding any investment. The information is not directed to any person who is not believed to qualify under the definition of an Accredited Investor under the rules of Regulation D of the 1933 Securities and Exchange Act. No security listed on this webpage or otherwise offered through Carofin, LLC may be purchased without prior receipt of a complete Private Placement Memorandum or other official offers of sale.
Carolina Financial Securities and Carofin only offer one type of alternative investment, those sold as private placements. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance nor should it be interpreted that FINRA, the SEC or any other securities regulator approves of any of these securities. Additionally, there are no warranties expressed or implied as to accuracy, completeness, or results obtained from any information provided on this website. Investing in private securities transactions bears risk, in part due to the following factors: there is no secondary market for the securities; there is credit risk; where there is collateral as security for the investment, its value may be impaired if it is sold.
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