AI companies are paying businesses for their operating data: Slack history, email, CRM records. Onfolio CEO Dom Wells explains why it's happening now, what buyers want, and how owners can get a fair price.
onfolio.com/sell-company-dat…
A year into AgencyCo, Onfolio CEO Dom Wells shares how combining Eastern Standard, RevenueZen, DDSRank and Contentellect under one team is going: what slowed it down, what's working, and why the formula is repeatable.
onfolio.com/how-is-the-agenc…
Two offers for a business can share a headline price and be worth very different amounts. Onfolio CEO Dom Wells breaks down how to compare cash, seller notes, earnouts, stock and holdbacks when you're deciding which offer to take.
onfolio.com/how-to-compare-o…
Onfolio CEO Dom Wells answers the questions shareholders have been asking: where the October 1 deal stands, four signed LOIs representing $6.9M in EBITDA, the company's cash position, and the proposals in the upcoming special meeting proxy.
onfolio.com/onfolio-october-…
Onfolio Holdings Inc | Stock Symbol ONFO retweeted
Full post: onfolio.com/fit-the-strategy…. I write about this every week at onfolio.com/newsletter
Our CEO on why adding businesses to the portfolio doesn't mean adding overhead. The operating leverage math, explained.
onfolio.com/operating-levera…
$ONFO
After a dozen acquisitions, this is the failure mode we've learned to screen for. Not financials. Not markets. Operator dependency. Dom breaks down the three types and how to manage them.
onfolio.com/operator-replace…
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Onfolio's CEO on the math behind dilution and what shareholders actually get when stock is used to fund acquisitions.
The framework, in one example: a company with 10M shares and $1M earnings issues 5M more shares to acquire another $1M of earnings. Earnings per share goes from 10 cents to 13. Share count up 50%, earnings per share up 33%.
That is accretive dilution. Full breakdown — including where Onfolio sits today on the multiple-spread question and how buybacks fit in: onfolio.com/how-we-think-abo…
On Monday, Onfolio Holdings (Nasdaq: ONFO) signed exclusive LOIs for four cash-generative online businesses.
If completed and if the businesses perform in line with trailing results, the proposed acquisitions are expected to approximately double the Company's revenue run rate and move it to positive free cash flow and parent-level self-funding.
Non-binding LOIs, subject to due diligence and definitive agreements. Full release: globenewswire.com/news-relea…
Onfolio Holdings Inc | Stock Symbol ONFO retweeted
This morning we signed LOIs to acquire four cash-generative online businesses that, if completed, would roughly double Onfolio's revenue run rate.
Onfolio Holdings (Nasdaq: ONFO) has activated its 2026 acquisition program. Target: $5-10M in aggregate adjusted EBITDA before year end, funded by the $100M equity facility, at 2-4x trailing EBITDA multiples.
Targets span digital marketing, e-commerce, financial media, and investor services. The Company believes the program could approximately double its revenue run rate.
Full release: globenewswire.com/news-relea…
Our CEO shares what he'd do differently after buying a dozen businesses. Real lessons, not textbook advice. Worth reading if you're thinking about your first acquisition.
onfolio.com/what-id-do-diffe…
$ONFO
Most business owners sell at the wrong time. Either too early or too late.
Our CEO breaks down the golden window: when the business is healthy, you're still engaged, and you haven't waited long enough for the numbers to turn.
Full post: onfolio.com/when-is-the-righ…
$ONFO




