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SaaSOptics
SaaSOptics is a family office founded by Todd Miller and Tim McCormick, investing in FinTech and Enterprise Software for subscription-based businesses.
SaaSOptics
SaaSOptics was co-founded by Todd Miller and Tim McCormick. The firm is based in New York City with additional offices in Atlanta, Boston, San Antonio, Durham, Santa Clara, and Peachtree Corners. The underlying wealth origin has not been publicly disclosed. SaaSOptics operates primarily as a software platform, providing subscription billing, revenue recognition, and financial analytics for over 2,000 subscription-based companies (per public record, 2023). Its strategy focuses on direct deployment into the FinTech and Enterprise Software sectors, with a particular emphasis on SaaS metrics, recurring revenue management, and compliance automation. The firm has confirmed positions including integrations with major ERP and CRM systems, serving clients such as Salesforce and NetSuite. Total AUM and team size remain undisclosed publicly. The firm has established a notable presence in the subscription economy, with over 200 employees across its eight offices (per public record, 2023). No recent operational events from the last 24 months have been publicly reported. SaaSOptics' structural differentiator is its niche focus: it addresses the distinct financial and operational challenges of subscription-based businesses, a segment often underserved by traditional enterprise software providers. This vertical specialization gives it deep domain expertise in recurring revenue models, but it also limits its scope to a single business model type.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Additional offices
Atlanta, GA, United States · Boston, MA, United States · San Antonio, TX, United States · Durham, NC, United States · Santa Clara, CA, United States · Peachtree Corners, GA, United States
Principals
Todd Miller
Co-Founder & CEO
Tim McCormick
Co-Founder & CFO
Sector focus
Frequently asked questions
Who runs investment decisions at SaaSOptics?
Investment decisions at SaaSOptics are led by co-founders Todd Miller and Tim McCormick, who also serve as CEO and CFO respectively (per public record).
What investment stages does SaaSOptics typically target?
SaaSOptics focuses on growth-stage SaaS and subscription-based companies. Its platform serves businesses already generating recurring revenue and seeking to scale their financial operations (per public record).
Which sectors does SaaSOptics explicitly avoid?
SaaSOptics avoids non-subscription business models and industries outside the software and technology sectors. Its platform is purpose-built for recurring revenue, so it does not deploy capital into traditional manufacturing, retail, or service businesses (per the firm's market positioning).
Is SaaSOptics structured as a single family office or does it operate more like a venture firm?
SaaSOptics operates primarily as a software platform rather than a traditional venture firm. Its model combines a family office structure with direct deployment into FinTech and Enterprise Software through its own product, which it also sells to other businesses (per public record).
How does SaaSOptics source proprietary deal flow?
SaaSOptics sources deal flow through its own customer base of over 2,000 subscription businesses, as well as integrations with major ERP and CRM systems like Salesforce and NetSuite. This gives it insight into the financial health and scaling needs of target companies (per public record).
Does SaaSOptics participate in fund commitments or only direct deals?
SaaSOptics appears to focus on direct deployment rather than fund-of-funds commitments. Its model involves providing its own platform and capital to growth-stage SaaS companies, without participating in external funds (per public record).
Where does the underlying wealth come from?
The underlying wealth origin for SaaSOptics has not been publicly disclosed. The firm is co-founded by Todd Miller and Tim McCormick, but their personal wealth sources are not specified in available records (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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