Point FM
03 / Portfolio

Two positions. Skin in the game.

One from each sector thesis.

B2B services — tech group (Able, Blackfish)

Able Group

able.cz ↗

Entry in 2023, before Point FM existed, from personal capital. We strategically repositioned the group as an AI-native organization — processes, product agenda, and GTM are all built around AI as core infrastructure, not an add-on. Part of this was the acquisition of the design studio Blackfish, which I found and closed alongside management.

Valuation growth since entry
+70 %
Revenue growth (2023 vs. 2025)
×1.8
Running IRR
18 %
Vertical SaaS — insurtech

Verzuz

verzuz.com ↗

B2B SaaS for non-life insurance comparison (vehicles, property, travel). Targets companies that offer insurance as part of their product but don't want to build their own infrastructure for it — Verzuz saves them millions of crowns a year on IT costs.

Clients include Broker Trust, AAA Auto, Auto Esa, and others. Bootstrapped SaaS business — a model that enables organic growth of 50–100 % YoY. Currently Czech Republic + Slovakia, with expansion across CEE planned.

Structural advantage: high switching costs after integration, the regulatory moat of the insurance industry, and a data advantage that grows with every new customer.

ARR growth since entry
×2.5
New product verticals
3