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TickerINVU
SectorSoftware - Application
Mkt cap$50M
EV / EBITDAN/A
PostureHigh Velocity
Composite62/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 862651

Investview, Inc.

INVUHIGH VELOCITYFILING INTENSITY

Investview, Inc. reads as High Velocity (composite 62/100); pressure / disclosure signals dominate the posture this cycle · primary market Software & IT.

Lens

Disclosed M&A capital (2023–2025)

$2M

new

vs N/A in 2020–2022

Disclosed transactions

3

new

2/3 active fiscal years in window

Buyer archetype

Selective Buyer

Acquisition use is visible but targeted.

Composite score

62

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$36M
EBITDAN/A
Enterprise value$41M
EV / Revenue1.1×
EV / EBITDAN/A
P/EN/A
Cash$10M
Total debt$350K
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

0/100

Companies actively deploying disclosed capital into M&A

  • $6M disclosed buyer spend

Buyer Cadence

4/100

Buyer-side companies with recent filing activity

  • 194 8-Ks

Target Probability

18/100

Issuers showing target-side patterns from filings

  • 14 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 14 activism filings

Pressure Watch

18/100

Issuers facing activism, governance, or control pressure

  • 14 activism filings
  • Latest activism 6y ago; heavily discounted

Distress Watch

44/100

Issuers showing financial-distress filing patterns

  • 10-Q 208d stale
  • 14 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
62/100

Issuers with the highest filing-activity intensity

  • 194 8-Ks
  • 4 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $41M
  • 10-Q 208d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $1M · Peak count: 2

FYDisclosed buysDisclosed spendAvg ticketAudited tier
20251$1M$1MN/A
20242$1M$550KN/A
2023N/AN/AN/AN/A
2022N/AN/AN/AN/A
2021N/AN/AN/AN/A
2020N/AN/AN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Platform
    20%
  • Technology Acquisition
    20%
  • Tuck In
    20%
  • Bolt On
    20%
  • Geographic Expansion
    20%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • technology_acquisition
  • bolt_on
  • platform
  • tuck_in
  • geographic_expansion
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

On December 4, 2014, we formed GGI Inc., a corporation organized under the laws of Delaware for the purchase certain assets including the source code and platform use for the development of an electronic marketplace to facilitate impact investing

10-KFY2015

The ease-of-use, security, and 24/7 access of online trading platforms have encouraged investors to leave their paper certificates at the broker's door in favor of do-it-yourself online investor education, training and transactions

10-KFY2014

The Company entered into a Purchase Agreement with CertusHoldings, Inc., a Delaware corporation, pursuant to which the Company has agreed to acquire CertusSecurities, Inc., a Georgia Corporation and CertusInvestment Advisers, LLC

10-KFY2015

many investors have taken greater personal control of their investment activities, bypassing traditional full-service brokers to trade with online brokerage firms

10-KFY2014

This strategic acquisition is intended to position the Company to capitalize on the rapidly expanding online retail brokerage market.

10-KFY2024
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Software & IT

Market spend (2023–2025)
$217.7B
Market spend (2020–2022)
$197.1B
Recent vs prior
+10%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

N/AEV / EBITDA

INVU trades at a -19.3-turn discount to the Software & IT peer median of 14.3×.

EV / Revenue
1.1×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
14.3×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
23.4×10.7×0.2×$64.1B$27.7B
15.5×9.8×0.0×$318.3B$75.4B
14.3×4.4×0.6×$41.5B$12.1B
11.0×3.7×-0.1×$6.4B$1.7B
7.6×2.8×0.1×$21.1B$10M

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Software & IT. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)212026-03-31
  • 10-Q (quarterly)562025-11-13
  • 8-K (event)1942026-02-03
  • Proxy / DEF 14A0N/A
  • Activism (13D / DFAN / PREC)142020-06-05

Signals on file

  • elevated

    Activism on file

    2020-06-05

    14 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Investview, Inc.: Issuer Brief | SE-Cluster