ARB Capital Partners

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UNLOCKING THE NEXT

LEVEL OF GROWTH FOR

AI-READY SOFTWARE COMPANIES

THROUGH SECONDARIES

ARB Capital Partners is a software focused single-asset secondaries investor. ARB enables its portfolio companies to maximize their potential with AI. It provides liquidity and diversification to existing investors and employees of high performing self-funded and institutionally-backed SaaS and PaaS companies. ARB makes focused, high conviction investments only in companies that are positioned to capitalize on its AI Value Creation Playbook. ARB invests blended capital (both debt and equity) on behalf of a network of asset and wealth managers, including family offices, bringing a private equity approach to diligence, structuring and value creation to the secondary market.

TEAM

Aurin Bhattacharjee

FOUNDER AND MANAGING PARTNER

Aurin is the Founder and Managing Partner of ARB Capital Partners. He makes secondary investments in AI-ready SaaS and PaaS companies. With his strong background in AI and cloud computing, Aurin assists portfolio companies in integrating these technologies into their core offerings and workflows. His private investment experience includes both secondary and blended capital transactions.

Previously, Aurin was a Managing Director at Goldman Sachs Asset Management, where he evaluated private investments in software (B2B and B2G) and tech enabled services. He was also a Managing Director at DTCP Growth Equity, where he invested in SaaS and PaaS companies with data gravity. Earlier in his career, Aurin worked at Google (Cloud M&A, private investments and corporate finance) and McKinsey & Company. Aurin sits on the Board of WrkPlan, where he oversees AI product development and adoption, and National Council of the World Wildlife Fund. He holds an MBA from Harvard Business School and a Bachelor of Science in Business Administration with concentration in Finance from Carnegie Mellon University.

Anita Bhattacharjee

PARTNER

Anita is a Partner of ARB Capital Partners. She provides expertise indeal structuring and works closely with management teams on high impact AIinitiatives. Anita’s deal experience includes founder liquidity transactions,private equity and credit.

Previously, Anita was a Vice President of Finance and Corporate Strategy at Global Systems Technologies (a U.S. Federal Government Contractor)which she built and led through an acquisition by private equity. Earlier in her career, Anita was a Director in Private Equity at BLT (deal evaluation, structuring and portfolio management) and worked in Fixed Income at PIMCO and Morgan Stanley. Anita sits on the Board of WrkPlan, where she oversees financial planning and go-to-market strategy. She holds an MBA in Finance from the Wharton School at the University of Pennsylvania and a Bachelor of Science in Economics from the University of Chicago. Anita is Aurin’s sister.

FOCUS AREAS

AI Value Creation Roadmap

Agentic, Generative and Predictive AI strategy and implementation

AI Features to enhance existing products

AI Tools to Accelerate Software Development and Sales & Marketing

Creating Partnerships with AI Leaders (both big tech and startups) through Deep Relationships

AI enabled Cybersecurity vulnerability assessment and enhancements

Software Sub-Categories

Growth Stage Enterprise SaaS and PaaS Companies

Vertical SaaS including Government, Energy Security, Financial Services, Industrial and Healthcare

ERP, Sales & Marketing, Data Management & Analytics, DevSecOps

Headquartered in the U.S. with global operations

Investment Criteria

Mission Critical SaaS or PaaS, with a leading position in a large, growing end market

Proprietary, AI-ready data with gravity, security and deep integrations

Moat created by nuanced industry and workflow knowledge embedded in the product

Strong, capital efficient revenue growth and net dollar retention, limited customer concentration

Management with deep experience in company’s space (across both product and GTM)

Unique Company Themes

SaaS companies shifting to an AI first business model

Cloud-delivered software with a portion of predictable usage, value-based, add-on, on-prem, services, payments, consumer or digital infrastructure revenue

High performing venture-backed companies growing into their previous round valuations

Shifting from an ARR or forward revenue valuation to an EBITDA-based valuation

Services to SaaS - vertical SaaS companies built inside services businesses leveraging AI

QSBS conversions

Secondary Transaction Types

Single asset GP or company led liquidity for private investors and employees, purchasing blended capital (including convertible preferred equity, debt with warrants or structured equity)

Companies with $5M+ ARR

Solutions tailored to the unique needs of self-funded founder and employees (tender offers), corporate affiliated funds, independent sponsors, ETA owners, LP co-investors

Additional secondary and primary capital to existing high performing portfolio companies

Able to take board seats

PORTFOLIO

WrkPlan is an ERP that provides contractor management and project accounting for government contractors. It includes DCAA-compliant accounting, contracts management, budgeting and forecasting, and time & expense reporting for project-based businesses. Other features include incurred cost submission, business development (capture and CRM), purchasing & inventory, employee HR & payroll as well as extensive reporting. WrkPlan serves SMBs and large enterprises.