ARB Capital Partners

[data-wf-bgvideo-fallback-img] { display: none; } @media (prefers-reduced-motion: reduce) { [data-wf-bgvideo-fallback-img] { position: absolute; z-index: -100; display: inline-block; height: 100%; width: 100%; object-fit: cover; } }

ARB CAPITAL PARTNERS

UNLOCKING THE NEXT

LEVEL OF GROWTH FOR

AI-READY SOFTWARE COMPANIES

ARB Capital Partners is a SaaS and PaaS focused private equity firm that invests on behalf of a network of asset and wealth managers, including family offices. ARB helps portfolio companies maximize their potential with AI. It provides tailored financial solutions to meet the unique needs of both bootstrapped and venture-backed companies. ARB makes a small number of high conviction investments only in companies that are positioned to take advantage of its AI Value Creation Playbook.

LEARN MORE

TEAM

Aurin Bhattacharjee

FOUNDER AND MANAGING PARTNER

Aurin is the Founder and Managing Partner of ARB Capital Partners. He makes private investments in AI-ready SaaS and PaaS companies. He brings expertise in AI and cloud computing to portfolio companies that are incorporating AI into their products and business processes.

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 software development, 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 in deal structuring and works closely with management teams on high impact initiatives. 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. Her responsibilities included financial forecasting and successfully bidding on government contracts.

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. She sits on the Board of WrkPlan, where she oversees financial planning and go-to-market strategy.

Anita 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.

FOCUS

Transaction Types

Growth Buyouts - primarily in bootstrapped companies with $3M+ ARR

Later-Stage Secondaries - preferred or common stock liquidity for previous investors and early employees of companies with $10M+ ARR

Hybrid Capital - structured, less dilutive solutions for companies with $15M+ ARR

Clear deal terms that align incentives and balance risks

Software Sub-Categories

Enterprise SaaS and PaaS Companies - both bootstrapped and VC-backed

Vertical SaaS including Aerospace and Defense (including 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

Subscription businesses with predictable portions of usage, value-based, add-on, on-prem license, services, payments, consumer or hardware revenue

High performing companies growing into their previous round valuations

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

Venture-backed growing into latest round valuation

Founder transitions

AI Value Creation Playbook

Agentic and Generative 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

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.

CONTACT

Let's Do Something  Great Together

OFFICE

109 Floral Vale Blvd.
Yardley, PA 19067

EMAIL ADDRESS

info@arbinv.com

Fill In This form or Send us an Email

With your Inquiry

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.