Portfolio Review, 5 Elevator Pitches and 2026 Goals

Avant is a Software and services business which helps enterprises in consolidating their financial statements. It has a 43% market share in Japan in the consolidated financial disclosure business. It also offers SaaS products that help with analytics, management reporting, board governance, etc. Management has executed very well over the last 5 years and continues to invest in the business. It has a large cash balance and a high ROE of 25%.