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  • The brief
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  • This week · 6
  • This quarter · 9
  • Big bets · 3
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Generated Oct 23, 2026
  1. Programmable
  2. Playbooks
  3. Beacon
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growth playbook · Oct 23, 2026

beaconsoftware.com (opens in a new tab)

Beacon growth playbook

Diagnosis

Beacon is buying about one vertical software company a week (40+ so far) and is hiring for both sides of growth: origination managers in the UK and Australia to find founders, Growth Leads and Product Leads to grow the companies, and first sellers at portfolio companies such as Home Campus, EDGE and Humanitarian Software.

The founder-facing site is well written but does little to capture deal flow: every call to action is an email link, there is no sitemap, "Our Companies" shows three stories, and there is nothing for founders who are years from selling.

This playbook adds a routed founder intake, a portfolio page, a sitemap and one name first, then regional and industry pages, a founder letter, more growth stories, adviser referrals and portfolio-wide cross-sell and outbound kits.

Growth Score

6/10

Biggest Opportunity

Turn the site into the front door for founders in every vertical and region where the new origination team works, and capture the "not ready yet" founders for later.

Biggest Risk

Constellation, Valsoft, Banyan and Tiny court the same founders; without a clear, measurable inbound path, deal flow depends on outbound alone as acquisitions accelerate.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Replace the twelve "Let's talk" email links with a two-minute founder intake

    Build the form and point the For Founders "Get in touch" buttons to it.

    High impact First result in 1 month
  2. 2

    Add a sitemap and robots file, and fix the About link

    Add the Next.js sitemap and robots routes.

    High impact First result in 2 weeks
  3. 3

    A real "Our Companies" page for 40+ businesses

    List the companies that can be named publicly.

    High impact First result in 1 month

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 2Big bets · 11Fill-ins · 5Reconsider · 3
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Beacon is hiring origination managers in the UK and Australia to own deal flow in their verticals, at a pace of about one acquisition a week. But a founder who reads the letter and decides to reach out has only one option: every "Let's talk" and "Get in touch" button (seven on the homepage, five on For Founders) opens an email to the general info address. Nothing asks what the business does, where it is or how big it is, so nothing can be routed to the right vertical owner, answered quickly or counted.

    High impactLow effort First result in 1 month Manager

    First action

    Build the form and point the For Founders "Get in touch" buttons to it.

    How to measure it

    Inbound founder submissions

    Now
    –
    Target
    40 a month
    By
    90 days

    Steps

    1. 1

      Agree the fields

      Eight fields, two of them optional.

      Manager, Origination 1 day

    2. 2

      Build the form

      Behind every call to action, with the email as fallback.

      Web engineer 2 days

    3. 3

      Set routing

      By vertical and region to the owning origination manager.

      Manager, Origination 2 days

    4. 4

      Write replies

      Personal reply templates for "now", "1-2 years" and "curious".

      Deal Origination Associate 2 days

    5. 5

      Add to the CRM

      Source page and timing on every record.

      Revenue Operations 2 days

    6. 6

      Set a reply target

      One business day, tracked weekly.

      Manager, Origination weekly

    7. 7

      Review

      Submissions, meetings and LOIs by source page.

      Manager, Origination monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Manager, Origination

    Smallest test

    Put the form on For Founders only for two weeks and compare with the email inbox.

    Why it works

    Add a short "Tell us about your business" form behind every call to action: name, company, website, industry, country, rough revenue band, ownership, and timing (now, 1-2 years, just curious). Route each submission by vertical and region to the owning origination manager, reply within one business day with a personal note, and send "just curious" founders the founder letter and a story from their industry. Keep the email address as a fallback.

    Founders who reach out on their own are the warmest deal flow there is. A form lets the new origination team respond in hours, in the right vertical and time zone, and shows which pages and stories bring sellers in.

    Ready to use

    ChecklistFounder intake form

    [ ] Name and email
    [ ] Company and website
    [ ] Industry (dropdown)
    [ ] Country
    [ ] Revenue band (optional)
    [ ] Who owns the business today (optional)
    [ ] Timing: now / 1-2 years / just curious
    [ ] "Anything you want us to know"
    [ ] Confidentiality line above the button
    [ ] Routed to the vertical owner, reply within one business day

    Risks and how to handle them

    • Founders dislike forms that feel like screening

      Keep revenue as a range, make it optional, and say a person reads every message.

    • Confidentiality worries

      Say plainly that submissions are confidential and not shared.

    Evidence

    • Your websiteEvery call to action on the site ("Let's talk", "Get in touch", "Email us"; seven on the homepage, five on For Founders) is a mailto: link to the general info address. There is no form anywhere on the site (checked October 22, 2026). The footer asks founders to "Tell us what you're building."Source
    • HiringManager, Origination roles posted October 20, 2026 in the United Kingdom and Australia (another in Toronto, and a Deal Origination Associate there since June): "own and drive Beacon's acquisition pipeline efforts within a defined set of verticals"; "Build and nurture long-term relationships with software entrepreneurs, understanding their business challenges, growth opportunities and catalysts for a sale"; "help in forming best practice for how Beacon looks to identify, engage, and close relationships".Source
    • HiringProduct Lead (posted October 8, 2026): Beacon works with "40+ portfolio companies and counting (at roughly one new acquisition per week)"; each PM owns 2 to 5 companies and should "compress what they learn into reusable playbooks that spread to every other portfolio company in the same vertical".Source
    • Your websiteFor Founders: a letter from the founder and CEO ("We acquire businesses and hold them forever. Your company name remains"; "We use our own capital and move from letter of intent to close within 60 days"; "Even if you're not thinking about a transaction today, we would love to hear from you"), quotes from founders of VieFUND, Connixt and RegisterBlast, and an FAQ including "How do you decide what my business is worth?" and "Can I speak with founders who have sold to Beacon? Yes."Source
  • 02

    beaconholdings.com returns the 404 page for both /sitemap.xml and /robots.txt, and /about returns 404 while the menu's About opens the FAQ. The site moved from beaconsoftware.com, which makes a sitemap more important, not less.

    High impactLow effort First result in 2 weeks Head of Marketing

    First action

    Add the Next.js sitemap and robots routes.

    How to measure it

    Indexed pages

    Now
    –
    Target
    All public pages
    By
    30 days

    Steps

    1. 1

      Sitemap route

      All public pages and stories.

      Web engineer 2 hours

    2. 2

      Robots route

      Points to the sitemap.

      Web engineer 30 minutes

    3. 3

      Fix /about

      Page or redirect.

      Web engineer 1 hour

    4. 4

      Search Console

      Both domains, change of address.

      Head of Marketing 1 hour

    5. 5

      Check redirects

      Old beaconsoftware.com paths.

      Web engineer 2 hours

    6. 6

      Monitor

      Coverage report.

      Head of Marketing monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Head of Marketing

    Smallest test

    Ship the sitemap today.

    Why it works

    Generate a sitemap from the Next.js app (homepage, For Founders, Careers, News, Research and each story), add a robots.txt that points to it, submit both domains in Google Search Console and Bing, and make /about a real page or a redirect to the right section.

    Search engines find and refresh the founder pages faster, and the move from the old domain is confirmed.

    Risks and how to handle them

    • Old URLs lost

      Map old paths to new ones with 301s.

    Evidence

    • Your websitebeaconholdings.com has no sitemap.xml or robots.txt (both return the 404 page). The menu's "Our Companies" goes to a homepage section with three stories, not a list of the 40+ companies; "About" opens the FAQ section, and /about returns 404.Source
    • HiringEvery Beacon job post: "We acquire, operate, and grow vertical market software companies"; "hold them permanently"; "$550M+ raised to date, including General Catalyst, Lightspeed, D1 Capital, CPMG"; posts link to beaconsoftware.com, which redirects to beaconholdings.com.Source
  • 03

    The menu says "Our Companies" but leads to three stories on the homepage. Beacon owns 40+ companies and adds about one a week. Founders deciding whether to sell want to see who else is in the family, in their industry.

    High impactMedium effort First result in 1 month Head of Marketing

    First action

    List the companies that can be named publicly.

    How to measure it

    Submissions citing the portfolio page

    Now
    –
    Target
    25%
    By
    2 quarters

    Steps

    1. 1

      Confirm names

      Which companies can be listed.

      Founder and CEO 1 week

    2. 2

      Collect details

      Industry, year, one line.

      Growth Lead 1 week

    3. 3

      Build the page

      Filters by industry and country.

      Web engineer 1 week

    4. 4

      Link stories

      Where they exist.

      Head of Marketing 2 days

    5. 5

      Update weekly

      New acquisitions.

      Head of Marketing weekly

    6. 6

      Measure

      Visits and form starts.

      Head of Marketing monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Head of Marketing

    Smallest test

    Publish the ten best-known companies first.

    Why it works

    Publish a portfolio page: each company's name, logo, industry, year joined and one line on what changed after joining, filterable by industry and country. Link each to its own site and story where there is one, and add new acquisitions as they close.

    Seeing peers in their own vertical is the strongest proof for a founder, and each listing helps search and AI assistants answer "who owns X".

    Risks and how to handle them

    • Some deals are confidential

      List only announced companies.

    Evidence

    • Your websitebeaconholdings.com has no sitemap.xml or robots.txt (both return the 404 page). The menu's "Our Companies" goes to a homepage section with three stories, not a list of the 40+ companies; "About" opens the FAQ section, and /about returns 404.Source
    • HiringProduct Lead (posted October 8, 2026): Beacon works with "40+ portfolio companies and counting (at roughly one new acquisition per week)"; each PM owns 2 to 5 companies and should "compress what they learn into reusable playbooks that spread to every other portfolio company in the same vertical".Source
    • Your websiteHomepage: "Beacon acquires and grows trusted software businesses by building the AI products their customers need next"; "22,000+ Enterprise customers", "5M+ Number of users", "0 Sold companies". Stories: System Dynamics Corp (40 years with a Caribbean utility; "a six-figure AI project spanning Jamaica, Trinidad and Guyana" within 90 days), Let's Camp (1,034 campgrounds, +62% ARR, with "99Pledges' fundraising tech" brought in), Power Up Sports (+50% ARR; won Ontario Soccer and BC Soccer).Source
  • 04

    Job posts link to beaconsoftware.com, which redirects to beaconholdings.com; email stays at beaconsoftware.com; the founder letter and LinkedIn say "Beacon Software", X says beaconholdings, and the press says "Beacon Software". A founder checking out Beacon sees three names.

    Medium impactLow effort First result in 1 month Head of Marketing

    First action

    List every place the name appears.

    How to measure it

    Profiles on the agreed name

    Now
    –
    Target
    100%
    By
    30 days

    Steps

    1. 1

      Decide

      Name and domain.

      Founder and CEO 1 day

    2. 2

      List mentions

      Site, email, social, ATS.

      Head of Marketing 1 day

    3. 3

      Update

      All profiles.

      Head of Marketing 1 week

    4. 4

      Job posts

      Boilerplate link.

      Recruiting Operations Lead 1 day

    5. 5

      Structured data

      Organization with sameAs links.

      Web engineer 2 hours

    6. 6

      Brief press

      Preferred name.

      Head of Marketing 1 day

    First result
    1 month
    Cost
    $0
    Owner
    Head of Marketing

    Smallest test

    Fix the job post link this week.

    Why it works

    Decide the public name and primary domain, align the site title, letter signature, email signatures, LinkedIn, X and job post boilerplate, and add an "also known as" line to the About page so search and AI assistants connect them.

    Consistent naming builds trust with cautious sellers and keeps press coverage pointing to one place.

    Risks and how to handle them

    • Brand equity in the old name

      Keep the redirect permanently.

    Evidence

    • Your websiteCareers page: 44 open roles, "Build better software for the people running campgrounds, municipal governments and dance competitions", and a list of advisers (former leaders from Shopify, Netflix, OpenAI, Meta, Wealthsimple and others). Offices in the footer: Toronto, London, San Francisco. The company appears as "Beacon", "Beacon Software" (the founder letter, LinkedIn) and Beacon Acquisition Corp. (legal), on beaconholdings.com with email at beaconsoftware.com.Source
    • HiringEvery Beacon job post: "We acquire, operate, and grow vertical market software companies"; "hold them permanently"; "$550M+ raised to date, including General Catalyst, Lightspeed, D1 Capital, CPMG"; posts link to beaconsoftware.com, which redirects to beaconholdings.com.Source
    • Your websiteNews page (7 items): The Logic, October 19, 2026, "Beacon is building an AI empire by fixing Main Street's software"; a Lightspeed podcast; TBPN; "Beacon Acquires Haize Labs"; The Wall Street Journal, June 9, 2026, "Startup Beacon Software Raises $225 Million"; Reuters, November 2025, "$250 million to fund 'anti-private equity' AI roll-ups". Research (5 items) includes a mine rescue film and "Towards Company World Models".Source
  • 05

    The FAQ answers "How do you decide what my business is worth?" with the factors (revenue quality, profitability, retention, growth) and the letter invites founders who are "not thinking about a transaction today". Those founders have no reason to leave their details yet.

    High impactMedium effort First result in 1 quarter Manager

    First action

    Write the ten questions with the investment team.

    How to measure it

    Self-checks completed

    Now
    –
    Target
    60 a quarter
    By
    2 quarters

    Steps

    1. 1

      Write questions

      Ten, no sensitive data.

      Investment Director 1 week

    2. 2

      Write readouts

      By answer band.

      Manager, Origination 1 week

    3. 3

      Build

      Form with instant readout.

      Web engineer 1 week

    4. 4

      Route

      To the vertical owner.

      Manager, Origination 1 day

    5. 5

      Nurture

      Yearly check-in.

      Deal Origination Associate ongoing

    6. 6

      Measure

      Completions to meetings.

      Manager, Origination monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Manager, Origination

    Smallest test

    Test the questions with five founders in conversations.

    Why it works

    Build a short self-check: founders answer ten questions on revenue type, retention, customer concentration and growth, and get a plain-language readout of what Beacon would look at and how they compare with typical vertical software businesses, with no price. Offer a call or a yearly check-in.

    It turns curiosity into a relationship years before a sale, which is exactly the job origination is hired to do.

    Risks and how to handle them

    • Founders read it as a valuation

      Show factors and comparisons, never a number.

    Evidence

    • Your websiteFor Founders: a letter from the founder and CEO ("We acquire businesses and hold them forever. Your company name remains"; "We use our own capital and move from letter of intent to close within 60 days"; "Even if you're not thinking about a transaction today, we would love to hear from you"), quotes from founders of VieFUND, Connixt and RegisterBlast, and an FAQ including "How do you decide what my business is worth?" and "Can I speak with founders who have sold to Beacon? Yes."Source
    • HiringManager, Origination roles posted October 20, 2026 in the United Kingdom and Australia (another in Toronto, and a Deal Origination Associate there since June): "own and drive Beacon's acquisition pipeline efforts within a defined set of verticals"; "Build and nurture long-term relationships with software entrepreneurs, understanding their business challenges, growth opportunities and catalysts for a sale"; "help in forming best practice for how Beacon looks to identify, engage, and close relationships".Source
    • Your websiteEvery call to action on the site ("Let's talk", "Get in touch", "Email us"; seven on the homepage, five on For Founders) is a mailto: link to the general info address. There is no form anywhere on the site (checked October 22, 2026). The footer asks founders to "Tell us what you're building."Source
  • 06

    The FAQ says founders can speak with founders who sold to Beacon, and three founder quotes are on the page. That offer is buried in an accordion.

    Medium impactLow effort First result in 1 quarter Manager

    First action

    Ask five portfolio founders to take two calls a quarter.

    How to measure it

    Reference requests

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Recruit founders

      Five willing references.

      Founder and CEO 2 weeks

    2. 2

      Add the button

      Next to founder stories.

      Web engineer 1 day

    3. 3

      Match

      By industry or size.

      Deal Origination Associate ongoing

    4. 4

      Brief references

      What to expect.

      Manager, Origination 1 week

    5. 5

      Thank them

      Small gesture.

      Manager, Origination quarterly

    6. 6

      Track

      Deals with a reference call.

      Manager, Origination monthly

    First result
    1 quarter
    Cost
    Thank-you gifts
    Owner
    Manager, Origination

    Smallest test

    Add the button with two references.

    Why it works

    Add a visible "Talk to a founder who sold to us" request next to the founder stories, matched by industry or size, and set up a small group of willing founders with a simple thank-you.

    Peer references reduce the biggest fear in a sale (what happens after), earlier in the process.

    Risks and how to handle them

    • Reference fatigue

      Cap calls per founder.

    Evidence

    • Your websiteFor Founders: a letter from the founder and CEO ("We acquire businesses and hold them forever. Your company name remains"; "We use our own capital and move from letter of intent to close within 60 days"; "Even if you're not thinking about a transaction today, we would love to hear from you"), quotes from founders of VieFUND, Connixt and RegisterBlast, and an FAQ including "How do you decide what my business is worth?" and "Can I speak with founders who have sold to Beacon? Yes."Source
    • Your websiteHomepage: "Beacon acquires and grows trusted software businesses by building the AI products their customers need next"; "22,000+ Enterprise customers", "5M+ Number of users", "0 Sold companies". Stories: System Dynamics Corp (40 years with a Caribbean utility; "a six-figure AI project spanning Jamaica, Trinidad and Guyana" within 90 days), Let's Camp (1,034 campgrounds, +62% ARR, with "99Pledges' fundraising tech" brought in), Power Up Sports (+50% ARR; won Ontario Soccer and BC Soccer).Source

This quarter 9

The core plays for the next three months.

  • 07

    Beacon has just opened origination roles in the UK and Australia and lists London as an office, but every story on the site is North American or Caribbean. Founders there need to see that Beacon understands local deals.

    High impactMedium effort First result in 1 quarter Manager

    First action

    Draft the UK page with the new manager.

    How to measure it

    Regional founder meetings

    Now
    –
    Target
    15 a quarter each
    By
    2 quarters

    Steps

    1. 1

      Draft pages

      UK and Australia.

      Manager, Origination 2 weeks

    2. 2

      Legal review

      Local wording.

      Legal 1 week

    3. 3

      Publish

      With regional routing on the form.

      Web engineer 1 week

    4. 4

      Use in outreach

      Sequences link to it.

      Deal Origination Associate ongoing

    5. 5

      Add stories

      First local acquisitions.

      Head of Marketing as they close

    6. 6

      Measure

      Meetings by region.

      Manager, Origination monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Manager, Origination

    Smallest test

    Publish the UK page.

    Why it works

    Publish a page per region: who covers it, how deals work locally (structure, timing, tax advice from their own advisers), and the first local stories as they close. Use it in outreach and at local events.

    A local page makes outbound from a new team credible and gives inbound founders a place to start.

    Risks and how to handle them

    • No local stories yet

      Lead with how Beacon works and add stories later.

    Evidence

    • HiringManager, Origination roles posted October 20, 2026 in the United Kingdom and Australia (another in Toronto, and a Deal Origination Associate there since June): "own and drive Beacon's acquisition pipeline efforts within a defined set of verticals"; "Build and nurture long-term relationships with software entrepreneurs, understanding their business challenges, growth opportunities and catalysts for a sale"; "help in forming best practice for how Beacon looks to identify, engage, and close relationships".Source
    • Your websiteCareers page: 44 open roles, "Build better software for the people running campgrounds, municipal governments and dance competitions", and a list of advisers (former leaders from Shopify, Netflix, OpenAI, Meta, Wealthsimple and others). Offices in the footer: Toronto, London, San Francisco. The company appears as "Beacon", "Beacon Software" (the founder letter, LinkedIn) and Beacon Acquisition Corp. (legal), on beaconholdings.com with email at beaconsoftware.com.Source
    • Your websiteHomepage: "Beacon acquires and grows trusted software businesses by building the AI products their customers need next"; "22,000+ Enterprise customers", "5M+ Number of users", "0 Sold companies". Stories: System Dynamics Corp (40 years with a Caribbean utility; "a six-figure AI project spanning Jamaica, Trinidad and Guyana" within 90 days), Let's Camp (1,034 campgrounds, +62% ARR, with "99Pledges' fundraising tech" brought in), Power Up Sports (+50% ARR; won Ontario Soccer and BC Soccer).Source
  • 08

    Origination managers own "a defined set of verticals" and product leads build playbooks per vertical. The careers page mentions campgrounds, municipal governments and dance competitions, and the Growth Lead role has already prototyped programmatic SEO. Founders search by their industry.

    High impactMedium effort First result in 2 quarters Growth Lead

    First action

    Pick the five largest verticals.

    How to measure it

    Submissions from vertical pages

    Now
    –
    Target
    15 a month
    By
    2 quarters

    Steps

    1. 1

      Pick verticals

      Top five.

      Manager, Origination 1 week

    2. 2

      Template

      Companies, work, owner.

      Growth Lead 1 week

    3. 3

      Write

      Five pages.

      Head of Marketing 1 month

    4. 4

      Build

      Programmatic from the portfolio data.

      Growth Lead 1 month

    5. 5

      Link

      From companies and stories.

      Head of Marketing 1 week

    6. 6

      Measure

      Traffic and submissions.

      Growth Lead monthly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Growth Lead

    Smallest test

    Publish one vertical page.

    Why it works

    Publish a page per vertical: the companies Beacon owns there, what it has built for them, the problems it is solving with AI in that industry, and the vertical owner to talk to. Start with the five verticals with the most companies.

    A founder in a niche wants to know Beacon understands that niche; each page is also a magnet for searches in that industry.

    Risks and how to handle them

    • Thin pages

      Publish only verticals with real stories.

    Evidence

    • HiringManager, Origination roles posted October 20, 2026 in the United Kingdom and Australia (another in Toronto, and a Deal Origination Associate there since June): "own and drive Beacon's acquisition pipeline efforts within a defined set of verticals"; "Build and nurture long-term relationships with software entrepreneurs, understanding their business challenges, growth opportunities and catalysts for a sale"; "help in forming best practice for how Beacon looks to identify, engage, and close relationships".Source
    • HiringProduct Lead (posted October 8, 2026): Beacon works with "40+ portfolio companies and counting (at roughly one new acquisition per week)"; each PM owns 2 to 5 companies and should "compress what they learn into reusable playbooks that spread to every other portfolio company in the same vertical".Source
    • HiringGrowth Lead (Toronto, San Francisco and New York, posted August 31, 2026): "Beacon Software buys businesses. You get to grow them." Recent projects: Meta and Google ads, "a full outbound process", "an interactive TAM map to figure out which states and provinces to prioritize", landing pages, a churn-risk system, cross-selling "into other portfolio companies", a conference and "a programmatic SEO strategy". The role will "Build systems (e.g., playbooks, Claude skills, mini-products)" and "Track and improve conversion at every major step of the marketing funnel". "Run an agency? We're open to acquiring your team!"Source
    • Your websiteCareers page: 44 open roles, "Build better software for the people running campgrounds, municipal governments and dance competitions", and a list of advisers (former leaders from Shopify, Netflix, OpenAI, Meta, Wealthsimple and others). Offices in the footer: Toronto, London, San Francisco. The company appears as "Beacon", "Beacon Software" (the founder letter, LinkedIn) and Beacon Acquisition Corp. (legal), on beaconholdings.com with email at beaconsoftware.com.Source
  • 09

    The site says "Whether you're ready to sell or thinking a few years ahead, we'd like to hear" and Beacon produces research, films and press every month, but there is no way to subscribe.

    Medium impactLow effort First result in 1 quarter Head of Marketing

    First action

    Write the first issue from recent research.

    How to measure it

    Founder subscribers

    Now
    –
    Target
    1,000
    By
    3 quarters

    Steps

    1. 1

      Sign-up

      On the form and For Founders.

      Web engineer 2 days

    2. 2

      First issue

      From recent stories.

      Head of Marketing 2 weeks

    3. 3

      Segment

      By industry and region.

      Head of Marketing 1 week

    4. 4

      Send

      Quarterly.

      Head of Marketing quarterly

    5. 5

      Follow up

      Replies to origination.

      Manager, Origination ongoing

    6. 6

      Measure

      Replies and meetings.

      Manager, Origination quarterly

    First result
    1 quarter
    Cost
    Email tool
    Owner
    Head of Marketing

    Smallest test

    Send one letter to existing contacts.

    Why it works

    Offer a quarterly founder letter: what Beacon built in its companies, one founder story, one AI lesson for vertical software, and an open invitation to talk. Collect sign-ups on the form and the For Founders page.

    Sales of founder-run businesses happen on the founder's timeline; staying in touch keeps Beacon first in line.

    Risks and how to handle them

    • Low open rates

      Keep it short and from a person.

    Evidence

    • Your websiteFor Founders: a letter from the founder and CEO ("We acquire businesses and hold them forever. Your company name remains"; "We use our own capital and move from letter of intent to close within 60 days"; "Even if you're not thinking about a transaction today, we would love to hear from you"), quotes from founders of VieFUND, Connixt and RegisterBlast, and an FAQ including "How do you decide what my business is worth?" and "Can I speak with founders who have sold to Beacon? Yes."Source
    • Your websiteNews page (7 items): The Logic, October 19, 2026, "Beacon is building an AI empire by fixing Main Street's software"; a Lightspeed podcast; TBPN; "Beacon Acquires Haize Labs"; The Wall Street Journal, June 9, 2026, "Startup Beacon Software Raises $225 Million"; Reuters, November 2025, "$250 million to fund 'anti-private equity' AI roll-ups". Research (5 items) includes a mine rescue film and "Towards Company World Models".Source
    • Your websiteEvery call to action on the site ("Let's talk", "Get in touch", "Email us"; seven on the homepage, five on For Founders) is a mailto: link to the general info address. There is no form anywhere on the site (checked October 22, 2026). The footer asks founders to "Tell us what you're building."Source
  • 10

    The site shows three company stories with results (+62% ARR, +50% ARR, a six-figure AI project in 90 days). Growth Leads and product leads run projects in dozens of companies every quarter.

    High impactMedium effort First result in 2 quarters Growth Lead

    First action

    Pick the next five projects with measurable results.

    How to measure it

    Published stories

    Now
    –
    Target
    10
    By
    2 quarters

    Steps

    1. 1

      Template

      Four parts.

      Head of Marketing 1 week

    2. 2

      Pick projects

      Measurable results.

      Growth Lead 1 week

    3. 3

      Interview

      Founders and GMs.

      Head of Marketing ongoing

    4. 4

      Approve

      Numbers with each company.

      Product Lead ongoing

    5. 5

      Publish

      Every two weeks.

      Head of Marketing biweekly

    6. 6

      Use

      In vertical outreach.

      Deal Origination Associate ongoing

    First result
    2 quarters
    Cost
    Writer time
    Owner
    Growth Lead

    Smallest test

    Publish one new story this month.

    Why it works

    Make a story template (before, what Beacon did, result, founder quote) and publish one story every two weeks, tagged by vertical and by the kind of help (product, AI, sales, finance). Use them in outreach by vertical.

    Specific outcomes in similar businesses are what convince a founder to talk.

    Risks and how to handle them

    • Companies prefer privacy

      Use ranges or anonymise.

    Evidence

    • Your websiteHomepage: "Beacon acquires and grows trusted software businesses by building the AI products their customers need next"; "22,000+ Enterprise customers", "5M+ Number of users", "0 Sold companies". Stories: System Dynamics Corp (40 years with a Caribbean utility; "a six-figure AI project spanning Jamaica, Trinidad and Guyana" within 90 days), Let's Camp (1,034 campgrounds, +62% ARR, with "99Pledges' fundraising tech" brought in), Power Up Sports (+50% ARR; won Ontario Soccer and BC Soccer).Source
    • HiringGrowth Lead (Toronto, San Francisco and New York, posted August 31, 2026): "Beacon Software buys businesses. You get to grow them." Recent projects: Meta and Google ads, "a full outbound process", "an interactive TAM map to figure out which states and provinces to prioritize", landing pages, a churn-risk system, cross-selling "into other portfolio companies", a conference and "a programmatic SEO strategy". The role will "Build systems (e.g., playbooks, Claude skills, mini-products)" and "Track and improve conversion at every major step of the marketing funnel". "Run an agency? We're open to acquiring your team!"Source
    • HiringProduct Lead (posted October 8, 2026): Beacon works with "40+ portfolio companies and counting (at roughly one new acquisition per week)"; each PM owns 2 to 5 companies and should "compress what they learn into reusable playbooks that spread to every other portfolio company in the same vertical".Source
  • 11

    Home Campus reaches about 6% of US high schools in two states and wants to know "when association software contracts come up for bid" in the rest. The Growth Lead team has built a TAM map for priority states before.

    High impactMedium effort First result in 2 quarters Director

    First action

    Fill in the ten largest states.

    How to measure it

    New state agreements

    Now
    –
    Target
    +2
    By
    4 quarters

    Steps

    1. 1

      List associations

      All states.

      Director, Association Partnerships & School Growth (Home Campus) 2 weeks

    2. 2

      Research contracts

      Dates and vendors.

      Growth Lead 1 month

    3. 3

      Rank states

      Size and timing.

      Director, Association Partnerships & School Growth (Home Campus) 1 week

    4. 4

      Plan conferences

      Next 12 months.

      Director, Association Partnerships & School Growth (Home Campus) 2 weeks

    5. 5

      RFP toolkit

      Reusable answers.

      Director, Association Partnerships & School Growth (Home Campus) 1 month

    6. 6

      Review

      Monthly pipeline.

      Director, Association Partnerships & School Growth (Home Campus) monthly

    First result
    2 quarters
    Cost
    Conference travel
    Owner
    Director, Association Partnerships & School Growth (Home Campus)

    Smallest test

    Map the next three states with contracts ending soonest.

    Why it works

    Build a tracker for every state athletic association: current vendor, contract dates, decision makers, conference calendar and school count. Rank states by size and timing, and plan conference demos and RFP prep a year ahead.

    In relationship-led markets, knowing the calendar is half the win; one association can open hundreds of schools.

    Risks and how to handle them

    • Long cycles

      Track relationship steps, not only closes.

    Evidence

    • HiringFirst commercial hires at portfolio companies: Home Campus (posted September 2, 2026) serves "around 1,600 schools", "about 6%" of 27,000 US high schools, "in two states", and wants a Director to "own how we enter new states" and "Own our view of when association software contracts come up for bid"; EDGE (precast concrete detailing on Revit, posted October 6) and Humanitarian Software (HELM, "over $5 billion in aid" a year, posted October 1) each hire a full-cycle seller who builds their own pipeline; "the playbook does not exist yet".Source
    • HiringGrowth Lead (Toronto, San Francisco and New York, posted August 31, 2026): "Beacon Software buys businesses. You get to grow them." Recent projects: Meta and Google ads, "a full outbound process", "an interactive TAM map to figure out which states and provinces to prioritize", landing pages, a churn-risk system, cross-selling "into other portfolio companies", a conference and "a programmatic SEO strategy". The role will "Build systems (e.g., playbooks, Claude skills, mini-products)" and "Track and improve conversion at every major step of the marketing funnel". "Run an agency? We're open to acquiring your team!"Source
  • 12

    Let's Camp grew with "99Pledges' fundraising tech" brought in from another Beacon company, and Growth Leads already cross-sell between portfolio companies. With an acquisition a week, the number of possible pairings grows fast.

    High impactMedium effort First result in 2 quarters Product Lead

    First action

    List the products that could serve other verticals.

    How to measure it

    Cross-sell ARR

    Now
    –
    Target
    +5% of portfolio ARR
    By
    4 quarters

    Steps

    1. 1

      List products

      Reusable capabilities.

      Product Lead 2 weeks

    2. 2

      Map customers

      Shared customer types.

      Growth Lead 2 weeks

    3. 3

      Score pairings

      Fit and effort.

      Product Lead 1 week

    4. 4

      Pilot

      One per vertical.

      Growth Lead 1 quarter

    5. 5

      Share results

      Playbook.

      Product Lead quarterly

    6. 6

      Scale

      Winners across verticals.

      Growth Lead ongoing

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Product Lead

    Smallest test

    Run one pilot pairing.

    Why it works

    Build a map of which products could serve which other companies' customers (payments, fundraising, scheduling, AI tools), score pairings by shared customer type, and run one cross-sell pilot per quarter per vertical.

    Selling a proven product to customers who already trust a sister company is the cheapest revenue in the portfolio.

    Risks and how to handle them

    • Customer confusion

      Sell under the trusted brand.

    Evidence

    • Your websiteHomepage: "Beacon acquires and grows trusted software businesses by building the AI products their customers need next"; "22,000+ Enterprise customers", "5M+ Number of users", "0 Sold companies". Stories: System Dynamics Corp (40 years with a Caribbean utility; "a six-figure AI project spanning Jamaica, Trinidad and Guyana" within 90 days), Let's Camp (1,034 campgrounds, +62% ARR, with "99Pledges' fundraising tech" brought in), Power Up Sports (+50% ARR; won Ontario Soccer and BC Soccer).Source
    • HiringGrowth Lead (Toronto, San Francisco and New York, posted August 31, 2026): "Beacon Software buys businesses. You get to grow them." Recent projects: Meta and Google ads, "a full outbound process", "an interactive TAM map to figure out which states and provinces to prioritize", landing pages, a churn-risk system, cross-selling "into other portfolio companies", a conference and "a programmatic SEO strategy". The role will "Build systems (e.g., playbooks, Claude skills, mini-products)" and "Track and improve conversion at every major step of the marketing funnel". "Run an agency? We're open to acquiring your team!"Source
    • HiringProduct Lead (posted October 8, 2026): Beacon works with "40+ portfolio companies and counting (at roughly one new acquisition per week)"; each PM owns 2 to 5 companies and should "compress what they learn into reusable playbooks that spread to every other portfolio company in the same vertical".Source
  • 13

    Three portfolio companies are hiring their first full-cycle sellers who must build their own pipeline, and "the playbook does not exist yet". Growth Leads have run full outbound processes and are asked to build "playbooks, Claude skills, mini-products" for less technical teams.

    High impactMedium effort First result in 1 quarter Growth Lead

    First action

    Build the EDGE best-fit customer profile list first.

    How to measure it

    Time to first meeting

    Now
    –
    Target
    Under 30 days
    By
    1 quarter

    Steps

    1. 1

      Best-fit customer profile lists

      Per company.

      Growth Lead 2 weeks

    2. 2

      Sequences

      Three per company.

      Growth Lead 2 weeks

    3. 3

      Scripts

      Discovery and demo.

      Growth Lead 1 week

    4. 4

      CRM setup

      Stages and dashboard.

      Revenue Operations 1 week

    5. 5

      Onboard

      With each new seller.

      Growth Lead per hire

    6. 6

      Improve

      After each quarter.

      Growth Lead quarterly

    First result
    1 quarter
    Cost
    Data tools
    Owner
    Growth Lead

    Smallest test

    Give the EDGE seller a list and one sequence.

    Why it works

    Give each new seller a ready kit on day one: best-fit customer profile list built from public data, three tested sequences, a discovery script, a demo outline, CRM stages and a weekly dashboard. Reuse the same kit for every first seller in the portfolio.

    New sellers reach pipeline in weeks instead of months, and the kit improves with each hire.

    Risks and how to handle them

    • One size does not fit all

      Share structure, tailor messages.

    Evidence

    • HiringFirst commercial hires at portfolio companies: Home Campus (posted September 2, 2026) serves "around 1,600 schools", "about 6%" of 27,000 US high schools, "in two states", and wants a Director to "own how we enter new states" and "Own our view of when association software contracts come up for bid"; EDGE (precast concrete detailing on Revit, posted October 6) and Humanitarian Software (HELM, "over $5 billion in aid" a year, posted October 1) each hire a full-cycle seller who builds their own pipeline; "the playbook does not exist yet".Source
    • HiringGrowth Lead (Toronto, San Francisco and New York, posted August 31, 2026): "Beacon Software buys businesses. You get to grow them." Recent projects: Meta and Google ads, "a full outbound process", "an interactive TAM map to figure out which states and provinces to prioritize", landing pages, a churn-risk system, cross-selling "into other portfolio companies", a conference and "a programmatic SEO strategy". The role will "Build systems (e.g., playbooks, Claude skills, mini-products)" and "Track and improve conversion at every major step of the marketing funnel". "Run an agency? We're open to acquiring your team!"Source
  • 14

    Founders of small vertical software businesses talk to their accountant, lawyer or a broker long before they talk to a buyer. Constellation, Valsoft, Banyan and Tiny all court the same sellers.

    Medium impactMedium effort First result in 2 quarters Manager

    First action

    List 20 advisers in one vertical.

    How to measure it

    Adviser referrals

    Now
    –
    Target
    5 a quarter
    By
    3 quarters

    Steps

    1. 1

      Write the page

      For advisers.

      Head of Marketing 1 week

    2. 2

      Referral path

      Form option.

      Web engineer 1 day

    3. 3

      List advisers

      Per vertical.

      Manager, Origination 1 month

    4. 4

      Meet

      Two a week.

      Manager, Origination weekly

    5. 5

      Thank

      Keep them informed.

      Manager, Origination ongoing

    6. 6

      Track

      Source on deals.

      Deal Origination Associate monthly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Manager, Origination

    Smallest test

    Meet five advisers this month.

    Why it works

    Publish a short page for advisers on how Beacon works (permanent ownership, own capital, 60 days from LOI to close), offer a simple referral path, and have each origination manager build relationships with advisers in their verticals and regions.

    Advisers bring founders at the moment they start thinking about a sale.

    Risks and how to handle them

    • Brokers run auctions

      Be clear about how Beacon engages.

    Evidence

    • Your websiteFor Founders: a letter from the founder and CEO ("We acquire businesses and hold them forever. Your company name remains"; "We use our own capital and move from letter of intent to close within 60 days"; "Even if you're not thinking about a transaction today, we would love to hear from you"), quotes from founders of VieFUND, Connixt and RegisterBlast, and an FAQ including "How do you decide what my business is worth?" and "Can I speak with founders who have sold to Beacon? Yes."Source
    • Competitor researchRivals' own homepages: Constellation Software "acquires and builds market-leading software companies"; Valsoft "acquires and develops vertical market software businesses", "150+ companies. 20+ industries. 14+ countries"; Banyan Software helps "through operating expertise, applied AI, capital, and a permanent ownership model"; Tiny offers founders "quick, straightforward exits".Source
    • HiringManager, Origination roles posted October 20, 2026 in the United Kingdom and Australia (another in Toronto, and a Deal Origination Associate there since June): "own and drive Beacon's acquisition pipeline efforts within a defined set of verticals"; "Build and nurture long-term relationships with software entrepreneurs, understanding their business challenges, growth opportunities and catalysts for a sale"; "help in forming best practice for how Beacon looks to identify, engage, and close relationships".Source
  • 15

    The Growth Lead post says "Run an agency? We're open to acquiring your team!" That offer appears only in a job post, and Beacon needs many growth people as the portfolio grows.

    Medium impactLow effort First result in 1 quarter Recruiting Operations Lead

    First action

    Write the page from the Growth Lead post.

    How to measure it

    Agency owner conversations

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Write

      Offer and process.

      Recruiting Operations Lead 1 week

    2. 2

      Review

      Legal and M&A.

      Legal 1 week

    3. 3

      Publish

      Careers sub-page.

      Web engineer 1 day

    4. 4

      Promote

      LinkedIn and job posts.

      Recruiting Operations Lead ongoing

    5. 5

      Screen

      Fit with growth leads.

      Growth Lead ongoing

    6. 6

      Track

      Conversations and hires.

      Recruiting Operations Lead quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Recruiting Operations Lead

    Smallest test

    Post the offer on LinkedIn.

    Why it works

    Publish a short page for growth and development agency owners: what Beacon looks for, how team acquisitions work, and what the team would do across portfolio companies, with a contact form.

    It opens a hiring channel that brings whole teams with proven working habits.

    Risks and how to handle them

    • Distracts M&A

      Keep it to small team deals.

    Evidence

    • HiringGrowth Lead (Toronto, San Francisco and New York, posted August 31, 2026): "Beacon Software buys businesses. You get to grow them." Recent projects: Meta and Google ads, "a full outbound process", "an interactive TAM map to figure out which states and provinces to prioritize", landing pages, a churn-risk system, cross-selling "into other portfolio companies", a conference and "a programmatic SEO strategy". The role will "Build systems (e.g., playbooks, Claude skills, mini-products)" and "Track and improve conversion at every major step of the marketing funnel". "Run an agency? We're open to acquiring your team!"Source
    • Your websiteCareers page: 44 open roles, "Build better software for the people running campgrounds, municipal governments and dance competitions", and a list of advisers (former leaders from Shopify, Netflix, OpenAI, Meta, Wealthsimple and others). Offices in the footer: Toronto, London, San Francisco. The company appears as "Beacon", "Beacon Software" (the founder letter, LinkedIn) and Beacon Acquisition Corp. (legal), on beaconholdings.com with email at beaconsoftware.com.Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    Origination teams map niche software businesses vertical by vertical, and Beacon publishes research. Founders of small vertical software companies have few benchmarks for growth, pricing and AI adoption.

    High impactHigh effort First result in 4 quarters Founder and CEO

    First action

    Draft the survey and pick five verticals.

    How to measure it

    Survey responses

    Now
    –
    Target
    500
    By
    4 quarters

    Steps

    1. 1

      Survey

      Twenty questions.

      Investment Director 1 month

    2. 2

      Recruit founders

      Outreach and letter.

      Deal Origination Associate 1 quarter

    3. 3

      Analyse

      With portfolio data.

      Investment Director 1 month

    4. 4

      Write

      Report by vertical.

      Head of Marketing 1 month

    5. 5

      Launch

      Press and briefings.

      Founder and CEO 1 month

    6. 6

      Follow up

      Participants by vertical.

      Manager, Origination ongoing

    First result
    4 quarters
    Cost
    Research budget
    Owner
    Founder and CEO

    Smallest test

    Publish one benchmark chart from portfolio data.

    Why it works

    Publish an annual report from aggregated, anonymised portfolio data and a founder survey: growth, retention, pricing, AI adoption and team size by vertical. Launch it with press and invite participating founders to a briefing.

    Founders who use Beacon's benchmarks already trust Beacon's view of their business, and the survey itself starts conversations.

    Risks and how to handle them

    • Data sensitivity

      Aggregate and suppress small groups.

    Evidence

    • HiringManager, Origination roles posted October 20, 2026 in the United Kingdom and Australia (another in Toronto, and a Deal Origination Associate there since June): "own and drive Beacon's acquisition pipeline efforts within a defined set of verticals"; "Build and nurture long-term relationships with software entrepreneurs, understanding their business challenges, growth opportunities and catalysts for a sale"; "help in forming best practice for how Beacon looks to identify, engage, and close relationships".Source
    • Your websiteNews page (7 items): The Logic, October 19, 2026, "Beacon is building an AI empire by fixing Main Street's software"; a Lightspeed podcast; TBPN; "Beacon Acquires Haize Labs"; The Wall Street Journal, June 9, 2026, "Startup Beacon Software Raises $225 Million"; Reuters, November 2025, "$250 million to fund 'anti-private equity' AI roll-ups". Research (5 items) includes a mine rescue film and "Towards Company World Models".Source
    • HiringProduct Lead (posted October 8, 2026): Beacon works with "40+ portfolio companies and counting (at roughly one new acquisition per week)"; each PM owns 2 to 5 companies and should "compress what they learn into reusable playbooks that spread to every other portfolio company in the same vertical".Source
  • 17

    The Beacon Network lets portfolio founders share advice and learn from operators, and Beacon has offices in Toronto, London and San Francisco and a strong adviser list. Founders "a few years ahead" have no way in.

    High impactMedium effort First result in 3 quarters Founder and CEO

    First action

    Plan the first dinner in Toronto.

    How to measure it

    Founders hosted

    Now
    –
    Target
    100 a year
    By
    4 quarters

    Steps

    1. 1

      Pick topics

      Three themes.

      Founder and CEO 2 weeks

    2. 2

      Invite

      From origination lists.

      Manager, Origination 1 month

    3. 3

      Host

      Quarterly per city.

      Manager, Origination quarterly

    4. 4

      Bring advisers

      One per event.

      Founder and CEO quarterly

    5. 5

      Follow up

      Personal notes.

      Manager, Origination ongoing

    6. 6

      Track

      Meetings and LOIs.

      Manager, Origination quarterly

    First result
    3 quarters
    Cost
    Event costs
    Owner
    Founder and CEO

    Smallest test

    Host one dinner.

    Why it works

    Host small founder dinners and workshops in each office city (AI in vertical software, pricing, hiring engineers), open to non-portfolio founders by invitation from origination, with portfolio founders and advisers as hosts.

    Relationships built before a sale make Beacon the natural buyer when the founder is ready.

    Risks and how to handle them

    • Feels like a sales pitch

      Keep content useful and the ask light.

    Evidence

    • Your websiteHomepage: "Beacon acquires and grows trusted software businesses by building the AI products their customers need next"; "22,000+ Enterprise customers", "5M+ Number of users", "0 Sold companies". Stories: System Dynamics Corp (40 years with a Caribbean utility; "a six-figure AI project spanning Jamaica, Trinidad and Guyana" within 90 days), Let's Camp (1,034 campgrounds, +62% ARR, with "99Pledges' fundraising tech" brought in), Power Up Sports (+50% ARR; won Ontario Soccer and BC Soccer).Source
    • Your websiteCareers page: 44 open roles, "Build better software for the people running campgrounds, municipal governments and dance competitions", and a list of advisers (former leaders from Shopify, Netflix, OpenAI, Meta, Wealthsimple and others). Offices in the footer: Toronto, London, San Francisco. The company appears as "Beacon", "Beacon Software" (the founder letter, LinkedIn) and Beacon Acquisition Corp. (legal), on beaconholdings.com with email at beaconsoftware.com.Source
    • Your websiteFor Founders: a letter from the founder and CEO ("We acquire businesses and hold them forever. Your company name remains"; "We use our own capital and move from letter of intent to close within 60 days"; "Even if you're not thinking about a transaction today, we would love to hear from you"), quotes from founders of VieFUND, Connixt and RegisterBlast, and an FAQ including "How do you decide what my business is worth?" and "Can I speak with founders who have sold to Beacon? Yes."Source
  • 18

    Beacon offers embedded fintech (payments, banking, payroll) and built payment tools for Let's Camp and invested in PowerUp's payments platform. Each company that adds payments earns on volume its customers already process.

    High impactHigh effort First result in 4 quarters Product Lead

    First action

    List companies by transaction volume not yet processed in product.

    How to measure it

    Companies with embedded payments

    Now
    –
    Target
    +10
    By
    4 quarters

    Steps

    1. 1

      Measure

      Volume by company.

      Product Lead 1 month

    2. 2

      Prioritise

      Top ten.

      Product Lead 2 weeks

    3. 3

      Standard offer

      Provider and pricing.

      Fintech lead 1 quarter

    4. 4

      Launch

      One per month.

      Product Lead monthly

    5. 5

      Market

      To each company's customers.

      Growth Lead ongoing

    6. 6

      Report

      Revenue and adoption.

      Finance quarterly

    First result
    4 quarters
    Cost
    Integration time
    Owner
    Product Lead

    Smallest test

    Launch payments in one more company.

    Why it works

    Measure payments adoption in every company, prioritise those with the most transaction volume outside the product, and roll out a standard payments offer with a shared provider and launch playbook.

    Payments revenue grows with customers' businesses and increases retention.

    Risks and how to handle them

    • Customer pushback on switching

      Offer clear savings and support.

    Evidence

    • Your websiteHomepage: "Beacon acquires and grows trusted software businesses by building the AI products their customers need next"; "22,000+ Enterprise customers", "5M+ Number of users", "0 Sold companies". Stories: System Dynamics Corp (40 years with a Caribbean utility; "a six-figure AI project spanning Jamaica, Trinidad and Guyana" within 90 days), Let's Camp (1,034 campgrounds, +62% ARR, with "99Pledges' fundraising tech" brought in), Power Up Sports (+50% ARR; won Ontario Soccer and BC Soccer).Source
    • HiringProduct Lead (posted October 8, 2026): Beacon works with "40+ portfolio companies and counting (at roughly one new acquisition per week)"; each PM owns 2 to 5 companies and should "compress what they learn into reusable playbooks that spread to every other portfolio company in the same vertical".Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    The founder letter promises "letter of intent to close within 60 days" with Beacon's own capital, and Tiny promises "quick, straightforward exits". A founder comparing buyers wants proof.

    Medium impactLow effort First result in 1 quarter Manager

    First action

    Pull the last 12 months of LOI and close dates.

    How to measure it

    Founder meetings mentioning speed

    Now
    –
    Target
    Tracked
    By
    2 quarters

    Steps

    1. 1

      Pull data

      LOI and close dates.

      Investment Director 1 week

    2. 2

      Check

      Legal review.

      Legal 1 week

    3. 3

      Write timeline

      Six stages.

      Manager, Origination 1 week

    4. 4

      Publish

      For Founders page.

      Head of Marketing 1 day

    5. 5

      Update

      Quarterly.

      Investment Director quarterly

    6. 6

      Use

      In outreach.

      Deal Origination Associate ongoing

    First result
    1 quarter
    Cost
    $0
    Owner
    Manager, Origination

    Smallest test

    Add the timeline to For Founders.

    Why it works

    Publish the median days from LOI to close over the last 12 months, the share of LOIs that closed, and a short "what happens in those 60 days" timeline.

    Certainty and speed matter to sellers as much as price; a published record is hard for rivals to match.

    Risks and how to handle them

    • Slow quarters

      Show a rolling 12-month median.

    Evidence

    • Your websiteFor Founders: a letter from the founder and CEO ("We acquire businesses and hold them forever. Your company name remains"; "We use our own capital and move from letter of intent to close within 60 days"; "Even if you're not thinking about a transaction today, we would love to hear from you"), quotes from founders of VieFUND, Connixt and RegisterBlast, and an FAQ including "How do you decide what my business is worth?" and "Can I speak with founders who have sold to Beacon? Yes."Source
    • Competitor researchRivals' own homepages: Constellation Software "acquires and builds market-leading software companies"; Valsoft "acquires and develops vertical market software businesses", "150+ companies. 20+ industries. 14+ countries"; Banyan Software helps "through operating expertise, applied AI, capital, and a permanent ownership model"; Tiny offers founders "quick, straightforward exits".Source
  • 20

    Beacon's research section already has a film about mine rescue teams, and the homepage is built around "the businesses behind everyday life". Founders of niche software see themselves in these stories.

    Medium impactMedium effort First result in 2 quarters Head of Marketing

    First action

    Pick the next company and customer.

    How to measure it

    Founder inquiries per film

    Now
    –
    Target
    10
    By
    2 quarters

    Steps

    1. 1

      Pick subject

      One a quarter.

      Head of Marketing 2 weeks

    2. 2

      Produce

      Short film.

      Head of Marketing 1 month

    3. 3

      Cut clips

      Social.

      Head of Marketing 1 week

    4. 4

      Publish

      Research and LinkedIn.

      Head of Marketing 1 day

    5. 5

      Send

      Founder letter.

      Head of Marketing quarterly

    6. 6

      Measure

      Views and inquiries.

      Head of Marketing quarterly

    First result
    2 quarters
    Cost
    Production budget
    Owner
    Head of Marketing

    Smallest test

    Cut a two-minute version of the mine rescue film for LinkedIn.

    Why it works

    Produce a short film each quarter about the customers of a portfolio company (campgrounds, soccer clubs, aid warehouses), with the founder, and share it on LinkedIn, YouTube and in the founder letter.

    Stories about customers show what Beacon values, which is the founder's biggest question.

    Risks and how to handle them

    • High cost

      Shoot simply with one crew.

    Evidence

    • Your websiteNews page (7 items): The Logic, October 19, 2026, "Beacon is building an AI empire by fixing Main Street's software"; a Lightspeed podcast; TBPN; "Beacon Acquires Haize Labs"; The Wall Street Journal, June 9, 2026, "Startup Beacon Software Raises $225 Million"; Reuters, November 2025, "$250 million to fund 'anti-private equity' AI roll-ups". Research (5 items) includes a mine rescue film and "Towards Company World Models".Source
    • Your websiteHomepage: "Beacon acquires and grows trusted software businesses by building the AI products their customers need next"; "22,000+ Enterprise customers", "5M+ Number of users", "0 Sold companies". Stories: System Dynamics Corp (40 years with a Caribbean utility; "a six-figure AI project spanning Jamaica, Trinidad and Guyana" within 90 days), Let's Camp (1,034 campgrounds, +62% ARR, with "99Pledges' fundraising tech" brought in), Power Up Sports (+50% ARR; won Ontario Soccer and BC Soccer).Source
    • HiringFirst commercial hires at portfolio companies: Home Campus (posted September 2, 2026) serves "around 1,600 schools", "about 6%" of 27,000 US high schools, "in two states", and wants a Director to "own how we enter new states" and "Own our view of when association software contracts come up for bid"; EDGE (precast concrete detailing on Revit, posted October 6) and Humanitarian Software (HELM, "over $5 billion in aid" a year, posted October 1) each hire a full-cycle seller who builds their own pipeline; "the playbook does not exist yet".Source
  • 21

    Beacon's Applied AI team helps companies find "the opportunity" and build AI products customers pay for, and the SDC story shows a six-figure AI project within 90 days. Many founders know they need AI but not where to start.

    Medium impactMedium effort First result in 2 quarters Head of Applied AI

    First action

    Write the review template.

    How to measure it

    AI reviews delivered

    Now
    –
    Target
    20 a quarter
    By
    2 quarters

    Steps

    1. 1

      Template

      Two pages.

      Head of Applied AI 1 week

    2. 2

      Criteria

      Who qualifies.

      Manager, Origination 1 week

    3. 3

      Offer page

      With form.

      Head of Marketing 1 week

    4. 4

      Deliver

      Calls and summaries.

      Head of Applied AI ongoing

    5. 5

      Hand off

      To origination.

      Manager, Origination ongoing

    6. 6

      Track

      Reviews to meetings.

      Manager, Origination quarterly

    First result
    2 quarters
    Cost
    AI team time
    Owner
    Head of Applied AI

    Smallest test

    Offer it to five founders already in conversation.

    Why it works

    Offer founders outside the portfolio a short AI opportunity review: a call and a written two-page summary of where AI could help their customers. Limit it to businesses that fit Beacon's criteria and route them to origination.

    It gives founders real value up front and lets Beacon see the business before any sale talk.

    Risks and how to handle them

    • Time drain

      Cap reviews per month.

    Evidence

    • Your websiteHomepage: "Beacon acquires and grows trusted software businesses by building the AI products their customers need next"; "22,000+ Enterprise customers", "5M+ Number of users", "0 Sold companies". Stories: System Dynamics Corp (40 years with a Caribbean utility; "a six-figure AI project spanning Jamaica, Trinidad and Guyana" within 90 days), Let's Camp (1,034 campgrounds, +62% ARR, with "99Pledges' fundraising tech" brought in), Power Up Sports (+50% ARR; won Ontario Soccer and BC Soccer).Source
    • Your websiteFor Founders: a letter from the founder and CEO ("We acquire businesses and hold them forever. Your company name remains"; "We use our own capital and move from letter of intent to close within 60 days"; "Even if you're not thinking about a transaction today, we would love to hear from you"), quotes from founders of VieFUND, Connixt and RegisterBlast, and an FAQ including "How do you decide what my business is worth?" and "Can I speak with founders who have sold to Beacon? Yes."Source
    • HiringManager, Origination roles posted October 20, 2026 in the United Kingdom and Australia (another in Toronto, and a Deal Origination Associate there since June): "own and drive Beacon's acquisition pipeline efforts within a defined set of verticals"; "Build and nurture long-term relationships with software entrepreneurs, understanding their business challenges, growth opportunities and catalysts for a sale"; "help in forming best practice for how Beacon looks to identify, engage, and close relationships".Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableInfo

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

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ProgrammableDigital

Show Beacon’s product working

Turn screenshots or the website into an animated product demo in its own brand, for the homepage, launch posts and outreach in this playbook.

Make a demo (opens programmable.digital in a new tab)

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. Beacon did not commission, review or endorse it, and Programmable is not affiliated with Beacon. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Beacon runs its business.

Something wrong, or do you represent Beacon? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Founder intake, sitemap, portfolio page, one name, the worth self-check and founder references.

  2. Days 31 to 6012 ideas

    Regional and industry pages, founder letter, growth stories, Home Campus RFP map, cross-sell map, outbound kit, adviser referrals and the agency page; LOI record, films and AI reviews.

  3. Days 61 to 903 ideas

    Annual vertical software report, an open founder network and embedded payments.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value permanent ownership. The most cited problem: founders stretched across sales, product and support.

  • Engineering and AI capacity
  • No resources to build AI
  • In their words: “permanent home”

Market

Competitive landscape

4 competitors compared: Constellation Software, Valsoft, Banyan Software and Tiny.

  • Gap to exploit: Transparent deal speed and process
  • Constellation Software: Decentralised, less hands-on product help
  • Valsoft: Less AI-led story

Hiring signals

Beacon is hiring for both halves of its growth.

  • Manager, Origination (United Kingdom): Own deal flow by vertical in a new region. Ideas 1, 7.
  • Manager, Origination (Australia): A second new region. Idea 7.
  • Growth Lead: Fractional head of growth across portfolio companies. Ideas 8, 10, 13, 15.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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