Micro-PE Holdco

A long-term home for small software businesses.

JMF Labs is a micro-PE holdco focused on acquiring and holding small vertical SaaS and workflow software companies for the long run. We partner directly with founders who want a clean, thoughtful transition instead of a noisy process.

Discuss an opportunity

Buy and hold

We are building an enduring portfolio, not optimizing for a quick exit.

Small software focus

We like founder-led businesses with focused products and real customer dependence.

Simple process

Clear communication, direct feedback, and a private path to a decision.

Why owners talk to us

We aim to be a credible buyer for software founders who value simplicity and long-term stewardship.

Permanent ownership mindset

We are building a long-term home for software businesses, not underwriting a fast resale.

Direct founder conversations

You speak with the people making the decision from the first conversation onward.

Built for smaller software companies

We like niche, durable software businesses that matter deeply to a focused customer base.

Practical transition approach

We care about continuity for customers, teams, and founders thinking through the next chapter.

What we do

A holdco model for acquiring and compounding software companies.

Acquire

We look for small software businesses with recurring revenue, strong customer retention, and clear utility.

Hold

We prefer long-term ownership and steady compounding over a rushed value-creation timeline.

Improve

We work on the fundamentals: pricing, reporting, product focus, customer retention, and disciplined growth.

Investment criteria

We look for small software businesses that can thrive with patient ownership.

The best fit is usually a founder-led software company with a stable product, recurring revenue, and a real transition need.

Small B2B software businesses

Often founder-led businesses with a focused product, loyal customers, and room to mature operationally.

Recurring or highly repeatable revenue

Subscription, maintenance, or repeatable revenue models backed by retention and product stickiness.

Vertical SaaS or workflow software

Products that help customers run a real workflow, not software that sits on the edge of the stack.

Founder transition or succession need

We are especially interested in situations where a founder wants a thoughtful, low-drama transition.

Process

A straightforward path from first call to long-term transition.

Conversation

A direct first call to understand the business, the transition goals, and whether there is mutual fit.

Review

A focused review of revenue quality, customer retention, operations, and the right transaction structure.

Transition

A clear path to closing and transition planning, with attention to continuity after the deal is done.

Start here

If you want a long-term buyer for a small software company, let's talk.

Most conversations start with a simple introductory call. If we are not the right fit, we will tell you quickly.

We are interested in durable software companies where long-term ownership and a clean transition matter.

Schedule an introductory call