Alpha RingoDiligenceBack to cover
Signalcut acquisition diligencePage 1 of 2

Recommendation

Worth pursuing,
but not at $92k.

There is a real product here. The seller is asking you to pay today for retention and transferability they have not yet proved.

Price view

Fair value $72k–$82k · Asking price $92k

Fair value
Ask
$60k$70k$80k$90k$95k
Trailing revenue$49.8kSeller export
Annual profit shown by seller$23kAbout $17.8k after paying someone to take over the owner's work
Monthly recurring revenue$4.2k+32% in 12 months

What works

Real demand, 32% MRR growth and a fast core workflow.

What needs proof

Churn, acquisition attribution, model costs and founder transferability.

What gets me to yes

Churn below 4.2%, gross margin above 72% and a 60-day handoff.

Signalcut acquisition diligencePage 2 of 2

What needs to happen next

MRR grew 32%

$3.18k to $4.2k in 12 months

Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug

Churn is the deal gap

Customer-logo churn per month

Seller claim3.4%
Our rebuild5.6%

The difference reduces implied customer life from 29 months to 18.

First three moves

  1. 1
    Reconcile churn and model costs

    Verified customer cohorts and per-job costs will reset LTV and valuation.

    $0–$500 · Learn in 48 hours
  2. 2
    Fix first value

    One guided outcome can move activation from 31% to at least 38%.

    $1k–$2k · Learn in 2–4 weeks
  3. 3
    Add annual plans and usage packs

    Packaging can improve cash collection and ARPA without more traffic.

    $300–$800 · Learn in 4 weeks

12-month outcomes

Exit MRR by scenario

$3.6kDownside
$6.7kBase
$9.8kUpside