P Perpetual Care Investment brief · EFF Leadership Team
Confidential · prepared April 2026
Investment proposal · death-care vertical software-as-a-service

A modest CRM build. An outsized subscription-software payback.

The prototype is already live in your browser. Approve the production build and a recurring-revenue line of the Messenger family ships in seven months — into a customer base EFF already owns.

One-time investment
From $300K
Negotiable based on scope · sweet spot $350–375K · cap $450K
Time to ship
7 mo
Production-grade · 6–8 month range
Payback
~9 mo
From subscription kick-off · target 100 locations Year 1
Year-5 recurring revenue
$4.6M
Base case · subscription only · ~853 locations
The market

Small market. High willingness-to-pay. Low competitor velocity.

Existing death-care software is dominated by legacy vendors on aging codebases. Perpetual Care launches modern, integrated, and sister-brand-funded — into a customer base EFF already owns.

Total Addressable Market · funeral homes
~19,000
+ ~145,000 cemeteries (most micro-operators); ~1,000 commercially operated as primary acquisition target.
Serviceable Market · vertical CRM spend
~$500M
Annual death-care software spend across all incumbents, growing 8–12% year-over-year. Tribute Tech alone has raised ~$200M+ on this thesis.
Reachable Market · EFF base advantage
~2,000
Existing EFF funeral-home funding customers — your warm pipeline. Each one is a 30-second sales call with strong sister-brand trust. Plus 200–500 new locations reasonable in the first 24 months.
ROI calculator · interactive

The math, with every number you can touch.

Drag any slider — the projections update live. Try the scenario presets to pressure-test the deal.

Assumptions

Move any slider — the projection updates live.

Quick glossary. Recurring revenue = the predictable monthly subscription line, annualised. Churn = locations that cancel each year. Ancillary uplift = optional commission income from sister brands (Thumbies, Messenger, processing) — could be 0%. Gross margin = subscription revenue minus direct hosting/support cost. Exit revenue multiple = the price a buyer pays per dollar of recurring revenue if the company is sold (typical death-care software exits transact at 6–10×).

Year 1 locations
100
Target · drawn from the EFF warm pipeline
Year 5 recurring revenue
$4.6M
853 locations
Payback period
~9 mo
From subscription kick-off
5-year cumulative net cash
$8M
After build + ongoing operating cost

Recurring revenue & cumulative net cash · 10 years

Gold = recurring revenue · Brand = cumulative net cash

Location count · 10 years

Net of churn at each step
Year Locations Recurring revenue Gross profit Net cash flow Cumulative net
Year-5 valuation at 7.0× recurring-revenue multiple — death-care vertical software exits historically transacted at 6–10×.
$32M
What will hook them · the customer's view

Seven customer-loved features. One ecosystem we're not aware of any vendor shipping.

Each of these features exists somewhere — cemetery maps, tribute videos, family portals, donation pages, family trees, pre-need trust ledgers. They're scattered across 8–10 vendors today and don't talk to each other. The revolutionary advantage isn't any single feature. It's that one subscription bundles all of them under one customer file, with the family portal and sister-brand workflows wired through. That ecosystem is what nobody else is shipping — and it's what funeral directors and grieving families experience as a single, calm, modern product.

№ 1 Customers love it

Family Portal · all-in-one

Every grieving family gets a private, beautifully-branded link the day the case opens.

Why they love it. The family signs paperwork, pays the invoice, watches the livestream, leaves tributes, sees the family tree, requests EFF funding, and shops Thumbies & Messenger keepsakes — all in one place. Twenty phone calls become twenty notifications. The funeral director gets back twelve hours per case.
12 hrs saved per case · per family
More complete than typical family-portal viewers · one product instead of 3–4 vendors
№ 2 Customers love it

AI Tribute Video · 4-minute memorial

Family uploads photos. The system delivers a polished, captioned memorial slideshow in seven minutes.

Why ours is better. Tribute-video products exist (Tukios, OneRoom, FuneralStream). They charge $200–500 per service and live outside the funeral-home's CRM. Ours is bundled in, renders from the photos already attached to the case file, and lands directly in the family portal — no separate vendor invoice, no copy-pasting between tools.
$200–500 vendor invoice · gone, every case
Bundled · vs Tukios / OneRoom / FuneralStream billed per service from outside the CRM
№ 3 Customers love it

Cemetery Live Map

A real interactive map of the cemetery — drag-to-move plots, mixed shapes, drone imagery, sales-ready.

Why ours is more advanced. Cemetery mapping isn't new — PlotBox, Cemify, CemSites all ship a version. What ours adds: five plot shapes (rectangles, squares, circles, hexagons, triangles) where most competitors do rectangles only; real-time collision detection when you drag a plot, so two plots can never overlap; drone-imagery overlay so the map matches the actual ground; and it comes bundled in the subscription instead of a $300+/mo standalone product. For family-of-brands prospects with a cemetery wing, this is usually the feature that decides the contract.
5 plot shapes vs rectangles-only at most competitors
More advanced than PlotBox / Cemify / CemSites · bundled, not a separate $300+ / mo subscription
№ 4 Customers love it

Memorial Fund · branded donations

Families collect donations in the decedent's memory — through the funeral home's branded portal, not GoFundMe.

Why ours is different. Donation tools exist — GoFundMe, Memorial Funds at banks, generic crowdfunding pages. They route the family AWAY from the funeral home and put the funeral home's brand nowhere near the experience. Ours runs inside the family portal, branded to the funeral home, with the funeral home's payment-processor receiving funds directly, suggested-donation amounts pre-set per case, and the totals visible to the family in real time. The director becomes the steward of the family's grief, not a referrer to a third party.
0% fee on Starter+ · vs ~5% on GoFundMe-class tools
More integrated than GoFundMe / external crowdfunding · funds the funeral home, brands the funeral home
№ 5 Customers love it

Tree of Life · multi-generation

An interactive family tree that persists across every death — the same Vance tree visible to every authorized member.

Why ours is different. Genealogy products (Ancestry, MyHeritage, FamilySearch) ship beautiful family trees. None of them are wired into a death-care CRM. Ours is — members served by the funeral home surface their obituary, livestream, and tributes inline on the tree node. Living members glow gold, deceased members appear in sepia. Public share at /legacy/<family> with privacy filters. White-label-able to the funeral home's domain. The tree becomes the family's permanent memorial site, hosted by the funeral home that served them — and a reason the next generation calls back when grandma passes.
Per family not per case · the tree persists across deaths
Genealogy tools like Ancestry are standalone · ours is wired into case work and obituary content
№ 6 Customers love it

Pre-need Pipeline + Trust Ledger

Pre-need lead capture, AI scoring, drip nurture — and the regulated trust ledger that holds the contract money — in the same product.

Why ours is different. Pre-need lead nurture exists in marketing tools (Mailchimp, HubSpot). Pre-need trust accounting exists in specialized tools (FrontRunner-class). They live in different systems and don't talk to each other — the lead becomes a contract becomes a trust deposit becomes a release on service-render, and most funeral homes track that across three vendors and a spreadsheet. Ours wires all of it together: public form → typed CRM lead → AI score 0–100 → drip campaign → contract signed → trust deposit JE → service rendered → release JE. Same customer file, same product, no hand-offs.
3 vendors → 1 lead capture + nurture + trust ledger in one
More connected than HubSpot + FrontRunner + Excel · one ecosystem, one customer file
№ 7 Customers love it

Showroom · digital signage

Lobby and chapel TVs auto-display the day's services, photos, livestream, tribute videos — branded to the firm.

Why ours is better. Generic signage tools (UPshow, Yodeck, ScreenCloud) cost $80–200 per display per month and don't know anything about the funeral home — staff still rebuild the slides by hand. Ours pulls from the data that's already in the CRM: today's services flow from the calendar, decedent photos from the case file, the catalog from merchandise, the tribute video from the family portal. The screens stay current automatically — and it's bundled in, not a separate subscription.
$0 / display bundled · vs $80–200 / mo standalone
More integrated than UPshow / Yodeck / ScreenCloud · auto-fed by the CRM, not hand-rebuilt
The revolutionary advantage

None of the seven is unique on its own. The ecosystem is.

For each feature above we can point at a competitor that ships something similar — but always as a standalone product, billed separately, sitting outside the funeral home's CRM, requiring its own login and double-entry. What we're not aware of any vendor shipping is the bundle — all seven (plus six more) under one subscription, sharing one customer file, surfaced through one Family Portal, with sister-brand workflows wired through. That's the moat. That's the revolution. That's why owning this changes the family of brands' position in the market for the next decade.

What you're building · the product

Thirteen modules. One subscription. One ecosystem we're not aware of any competitor shipping.

Most of these modules exist somewhere — Cemetery mapping, family portals, tribute videos, pre-need nurture, signage tools, accounting. Pieces are scattered across 8–10 vendors today. The revolutionary advantage isn't any single feature; it's that one subscription bundles all of them under one customer file, with sister-brand workflows wired through.

More advanced than incumbents

Cemetery Live Map

Five plot shapes (rectangle, square, circle, hexagon, triangle), drag-to-move with real-time collision detection, satellite + drone imagery. Most competitors ship rectangles only.

More flexible than PlotBox / Cemify / CemSites · bundled, not a $300+/mo standalone
Best-in-bundle

Family Portal · all-in-one

Branded family experience — eSign, payments, livestream, tributes, store, invitations, tribute video, EFF funding, Memorial Fund. Twelve interactive panes; one product.

Most family-portal products are a static viewer · ours is a full operating system for families
Bundled · native

AI Tribute Video

Auto-renders a 4-minute memorial video from family photos in ~7 minutes. Captions from EXIF, music from a licensed library, veteran preset, dedication line.

Standalone vendors (Tukios, OneRoom, FuneralStream) charge $200–500 per service · ours is bundled in
Bundled · native

Showroom Signage

One URL per TV. Casts catalog with prices, today's services, memorial wall, custom flyers, pre-need QR, tribute video — fed automatically by the CRM, never rebuilt by hand.

Generic signage tools (UPshow, Yodeck, ScreenCloud) cost $80–200/display · ours is bundled and CRM-fed
Best-in-bundle

Pre-need Pipeline

Public-website forms → typed CRM leads → AI scoring 0–100 → multi-week drip campaigns (email + SMS + director task) → 6-stage funnel.

Most vertical CRMs treat pre-need as case-only · ours adds full lead-scoring + drip nurture in the same subscription
Best-in-bundle

Tree of Life

Interactive multi-generation family tree, per family (not per case). Members served by the firm surface obituary / livestream / tributes inline. Public share + white-label.

Genealogy tools (Ancestry, MyHeritage) ship trees · we're not aware of a death-care CRM that wires them into case work
Best-in-bundle

Death-care Accounting

Full general-ledger accounting with state-regulated pre-need trust ledger, perpetual care endowment, two-way QuickBooks sync, 12 reports including pre-need conversion + revenue by service / by location.

Standalone trust-accounting tools exist · ours bundles trust + endowment + ledger into the CRM, no extra vendor
More advanced than incumbents

Body Track · QR Chain of Custody

QR-coded wristband + ankle tag. Every removal, transfer, casketing, and disposition is a signed, timestamped scan. Liability-grade chain-of-custody log.

Some incumbents still ship paper toe-tags · ours is the digital audit trail malpractice insurers ask for
Bundled · native

Native Livestream + Website Builder

Stream from a phone or chapel camera with no per-service vendor fee. 30+ funeral-industry website templates with forms that route directly into the CRM.

Per-service livestream vendors charge $80–150 · separate website vendors $99–299/mo · ours is bundled in
Same Features Explorer the marketing site uses · 15 categories · live demos
AI is built-in, not bolted on

Modern AI is the floor of this product, not a Phase 2 line-item.

Every interaction families and staff have with the product is AI-augmented from day one. Most legacy vertical CRMs are still scoping their AI roadmaps — none we've checked have shipped a complete AI-native bundle yet. We treat AI as core infrastructure, not a Phase 2 feature ticket. Six AI capabilities, in order of build phase:

Generative

AI Obituary Drafting

Pulls from the case file (dates, occupation, family, service history) to draft a respectful first-pass obituary in seconds. Family reviews and approves; nothing publishes without their sign-off.

Already in prototype
Generative · video

AI Tribute Video

Drop in 30 family photos. AI auto-organises chronologically (EXIF + face recognition), captions every scene, scores from a licensed music library, picks a style preset. 4-minute memorial video in ~7 minutes.

Already in prototype
Predictive

Pre-need Lead Scoring

Every public-form lead scored 0–100 by intent. Engagement signals + demographics + source + age bracket fed into a small model that ranks who's worth a director call this week.

Build in Stage 03
Conversational

AI Grief Companion

An empathy-first conversational interface in the family portal — trained on grief-counselling principles. Available at 3am when the family member can't sleep. Not a therapist; a presence.

Phase 2 · post-launch
Generative

AI Aftercare Letters

30-day, 90-day, 1-year aftercare letters drafted in the family's voice — with the case file as context. Director reviews, edits, sends. Aftercare is where loyalty for the next case is earned.

Build in Stage 03
Predictive

AI Owner's Briefing

An auto-generated weekly summary delivered to the funeral-home owner. "This week: 7 families served, 3 pre-need leads worth following up, A/R aging on the Peterson case." Calm, scannable, actionable.

Phase 2 · post-launch
Why incumbents can't catch up

Every market leader is running on a 12-to-20-year-old codebase.

The category leaders raised capital and acquired competitors faster than they modernised their own software. Their roadmaps now move in quarters, not weeks — bound by aging architectures they can't replatform without breaking customer integrations. We're launching greenfield, on a stack that ships features in days.

The reality of the existing stack

Old code is the moat we don't have to build.

The category leaders are aggregators of acquisitions, each one running on its own legacy backend. Modernizing means rewriting customer integrations — which is why they don't.

That's the window. We launch on Next.js 16 / React 19 / a modern Postgres + PostGIS / native LLM tooling — and ship a feature in the time it takes a legacy vendor to scope a feature meeting.

Approximate codebase age, by vendor

  • Tribute Tech (Passare + Gather + Funeral Tech)15+ yrs
  • FuneralOne / FrontRunner Pro20+ yrs
  • byondpro / SRS Computing15+ yrs
  • Osiris15+ yrs
  • PlotBox (cemetery)10+ yrs
  • Perpetual CareGreenfield · 2026
Public-record estimates from each vendor's launch announcements and acquisition history. Exact internal-codebase age may vary; the structural reality — that all category leaders are operating on aging architectures — does not.
Beyond the subscription · why this matters to the family

This isn't a CRM line-item. It's the technology center of gravity for the family of brands.

Most boards evaluating a CRM build think in monthly license revenue. That's the smallest part of the upside here. The bigger story is what owning a modern, AI-native CRM does for EFF, Messenger, and Thumbies — strategically, competitively, and structurally — over the next decade.

Customer stickiness across all four brands

Every Perpetual Care customer becomes a deeper EFF customer (native funding workflow), a Thumbies customer (in-portal store), a Messenger customer (auto-personalised stationery on every case). One subscription, four touchpoints, compounding loyalty.

Lifetime customer value, multiplied

The funeral home that today buys EFF funding once a quarter sees Thumbies, Messenger, and EFF surfaced in their own portal every single case. The frequency of contact with the family of brands jumps from sporadic to constant. Lifetime customer value across all four brands rises in lockstep.

Industry-leadership repositioning

EFF and Messenger transition from "the trusted funding & stationery partners" to "the technology partners of choice in death-care." First-mover narrative in the AI-native CRM race. Press, conference keynotes, awards, recognition — the brand-equity uplift is real.

A defensive moat competitors can't clone

Tribute Tech can copy a feature. They cannot copy the four-brand ecosystem stack underneath it. The deeper the integration ships, the harder it gets for any independent vendor to dislodge — locking in customers for the entire family long after the first sale.

An asset on the balance sheet

The product becomes a company asset on day one — source code, design system, customer data, brand. Not a vendor license that walks away when a contract expires. The investment compounds in equity terms, not just operating revenue.

The "first complete system" award

We're not aware of a competitor shipping a single subscription that bundles cemetery + funeral home + family portal + AI tribute video + pre-need pipeline + accounting + lobby digital signage. The first vendor that does owns the category narrative for years. We have the prototype running today — the question is whether we ship before someone else assembles the same bundle.

"

The monthly subscription is just the floor. The ceiling is what owning a modern AI-native CRM does for the entire Messenger family — for the next decade.

How the product makes money

Subscriptions are the floor. Everything else is upside.

Subscription revenue is the committed plan, billed per location, not per customer — one Enterprise customer with 100 locations pays for 100 seats. Everything else — sister-brand commissions, payment-processing share, cross-sell to EFF — is potential upside. Even if no commission deal is ever struck, every active location is feeding work to Thumbies, Messenger, and EFF, which is its own structural win for the family of brands.

Primary · committed
Software subscriptions
$89 – $1,799+
per month · per location

Four tiers (Solo · Starter · Growth · Enterprise) plus eleven add-ons. Weighted-tier-mix average: ~$400 per month, per location. One customer running 50 locations pays for 50 seats. This is the line that pays back the build.

Potential · negotiable
Thumbies & Messenger commission
Up to 5%
of orders placed through the family portal · if any

If a commission arrangement is agreed with the sister brands, it caps at 5% of each order. If it's 0%, we still win — every family sees Thumbies pendants and Messenger stationery in their portal, and the order volume routes to the family of brands.

Potential · negotiable
Payment-processing share
Up to 5%
share of card-processing margin · if a deal is struck

If we partner on processing, the company gets a small slice on top of the interchange. Average funeral invoice runs $7-12K — small per-transaction, real at scale. Or 0%, in which case Stripe just clears it cleanly.

Cross-sell · structural
EFF funding pipeline lift
Workflow
native CTA in every family portal · no commission needed

Every Perpetual Care family sees the EFF "Funded in 24h" flow in-portal. Even with zero commission to Perpetual Care, EFF wins more originations than they would through today's offline pipeline. The board profits at the parent level.

Add-on · committed
À-la-carte upsell
$29 – $149
per month · per add-on, on Solo & Starter

Pre-need Pipeline, AI Tribute Video, Showroom Signage, Cemetery Live Map sold as add-ons to the lower tiers. Most locations attach 2-3, raising the effective per-location revenue substantially.

Custom · committed
Implementation + custom dev
$5K – $15K
one-time, Enterprise customers only

Onboarding fee, custom integrations to in-house systems, regional connectors. High margin, paid up front, billed against actual hours.

Sales cost is variable, not fixed. Existing EFF reps (already on EFF salary) sell Perpetual Care on commission — meaning if a rep doesn't close a deal, the company doesn't pay them for it. Operating cost stays predictable while location count scales. That's the line on the calculator below labelled "Year 1 operating cost" — held to ~$75K (hosting + part-time maintenance + marketing), not bloated by a sales team payroll.

Risk & mitigation

Where this could go wrong, and what we're already doing about it.

The biggest risks are sales-velocity and operating cost — not technology. The prototype proves feasibility; the EFF customer base de-risks the cold start.

Year-1 adoption misses target Medium

Funeral home buying cycles are slow. Even with the EFF warm pipeline, getting 100 locations under contract in 12 months requires real outbound effort — not a passive product launch.

EFF rep co-marketing built in from day one; bundle offers via Messenger; free 90-day trial to remove the upfront commit decision.

Build overruns past $450K Low

Most CRM build budgets blow up because scope wasn't modular. Ours is — every module is independently shippable, so we can ship the first three flagship modules (Family Portal, Cemetery Map, Tribute Video) and defer the rest if necessary.

Phased delivery agreed in the SOW: pilot at month 4, full launch at month 7, optional modules at month 9–12.

Tribute Tech / FuneralOne respond competitively Medium

The legacy vendors will eventually copy the integrated bundle. They have capital, customer base, and brand.

Speed and depth of integration is the moat — sister-brand workflows (EFF · Thumbies · Messenger · Perpetual Care) cannot be replicated by an independent competitor.

Operational cost inflation Low

Year 1 operating cost is modeled at $75K — hosting, part-time maintenance, marketing. Real-world operating cost tends to creep with location count.

The calculator slider lets the leadership team pressure-test up to $200K of Year 1 operating cost. Even at the high end, payback extends modestly — still well inside reasonable.

Regulatory shifts in pre-need trust accounting Low

State pre-need trust regulations vary and occasionally change. Our death-care accounting module models all 50 states from day one but compliance is a moving target.

Pre-need trust ledger builds on top of a generic general-ledger module — compliance updates are config changes, not code rewrites.

Key-person dependency Medium

Single-developer-led builds carry continuity risk if the lead engineer leaves mid-build.

Code, design system, and architectural decision records (ADRs) are version-controlled and documented from day one. Two-engineer staffing recommended for production phase to remove single-point-of-failure.
Why now · why not next year

The AI race in death-care has just started. Whoever ships first sets the narrative.

Most legacy vendors in this space are still scoping their AI roadmaps; we haven't seen one ship a complete AI-native CRM yet. The first product that does delivers a working, AI-native CRM wins the category conversation — the press, the trade-show coverage, the "we already moved off X" customer testimonials. Wait twelve months and that opening closes.

The AI race is already running.

Most category leaders are publicly scoping AI for 2026-2027. Their existing architectures make retrofitting AI slow. Greenfield + modern AI tooling means we ship AI-native today — months ahead of when they get there.

First-mover narrative is winner-take-most.

In a small vertical, the first vendor with a credible AI story owns the press cycle, the conference keynotes, and the early-adopter customers. Second place gets "the also-ran with AI."

Consolidation is mid-cycle, not late.

The big aggregators are focused on integration, not product velocity. Their ageing acquisitions create an opening for a single, modern, native product to leapfrog — but only while they're still digesting recent buys.

The Messenger ecosystem is unmatched.

EFF + Thumbies + Perpetual Care is a sister-brand stack no competitor can replicate. The deeper the integration ships, the harder it gets to dislodge. Time invested in this moat compounds.

The prototype already exists.

Thirteen modules running live in a browser today. Sales conversations can start the moment the production build kicks off — no risk of a vapor-product mid-sale call. Just demo what's already built.

Capital efficiency is at a peak.

$300K builds today what would have cost $1.5M five years ago — modern frameworks (Next.js, AI APIs, managed Postgres) compress development cycles dramatically. This window of build-cost efficiency won't last as the underlying tools mature and get pricier.

Post-launch warranty · included

Lifetime maintenance & support — free of charge.

Once the product launches, every bug fix, regular maintenance task, infrastructure update, security patch, and post-launch support request is included at no additional labor cost. We don't ship it and walk away. The only work that ever incurs an additional charge is genuinely new feature development — and even there, small UI tweaks or copy changes are free; only significant new modules with substantial engineering effort get a transparent re-quote, agreed up front.

The investment

Starts at $300K. Seven months. A recurring-revenue line worth $4M+ in five years.

  • Pricing is negotiable based on scope. Pick the modules that matter to the family of brands first; we price the build accordingly. The $300K floor is the most-likely starting point for the core CRM/ERP. Add or trim features and the number adjusts up front.
  • The prototype already exists. Every demo on the marketing site is real, runs in the browser, and proves technical feasibility today.
  • Four stages, five payments. $30K deposit at signing, then one payment at the end of each stage — see the schedule on the right.
  • Risk-managed by design. Each stage delivers a working, demoable artifact. If the engagement ever needs to pause, you have something usable, not a half-built shell.
What you get

Five concrete commitments — none of them are negotiable.

7months
To production-grade launch. Pilot to ~10 EFF customers in month 4; full launch in month 7. No "version 2" required to start selling.
13modules
All integrated, all included. Family Portal, Cemetery Map, Body Track, Accounting, Tribute Video, Pre-need, Showroom, Tree of Life, and more — one subscription replaces 8–10 vendors.
0surprise invoices
Scope is priced before any work. Small additions absorbed at no cost. Significant new features get a transparent re-quote, agreed up front.
support
Lifetime maintenance & post-launch fixes are included. We don't ship and walk away. Only genuinely new feature work is billable.
100% owned
Source code, designs, brand, customer data — all of it is yours. No vendor lock-in. No license fees. The product is the company's asset on day one.
Starts at $300K · pay only what's delivered

$30K deposit. Four stage payments. Floor of $300K covers the full core build.

01 Foundation Months 1 – 2
The spine of the product

Auth, multi-tenant data isolation, core CRM (cases, contacts, calendar). Nothing else can ship until this is done.

02 Core modules Months 3 – 4
The substance of the product

Family Portal · Cemetery Live Map · Body Track · Accounting basics · Website Builder. Pilot to ~10 EFF customers at end of Stage 02.

03 Advanced modules Months 5 – 6
The differentiators that make this bundle hard to copy

AI Tribute Video · Pre-need Pipeline · Showroom Signage · Tree of Life · Memorial Fund · advanced Website Builder.

04 Launch-ready Month 7
Integrated, hardened, in production

Sister-brand integrations (Thumbies · Messenger), QuickBooks, Stripe, eSign, live-streaming protocol, security audit, full launch.

Deposit · at signing
$30K
10%
End of Stage 01
$95K
32%
End of Stage 02
$75K
25%
End of Stage 03
$60K
20%
End of Stage 04 · launch
$40K
13%
How the price scales with scope
$300KCovers the full core CRM/ERP build — every major module above. The floor we're confident in. $350–375KRealistic sweet spot once the typical "would be nice to have" additions land during the build. Most projects end here. Up to $450KCap if every requested feature, integration, and polish item is built. Full vision delivered. $500K worst-caseHard cap — only triggers if significant new features are added late in the build. Re-quoted transparently before any work starts.
Small additions during the build (UI tweaks, copy changes, minor workflows) are absorbed at no extra cost. Major scope changes get a transparent re-quote, agreed up front. No surprise invoices.
Next steps

Greenlight the build. Pilot ships in month 4. Full launch in month 7.

Base case at the $300K floor with a target of 100 locations under contract in Year 1: ~9 month payback · $4.6M Year-5 recurring subscription revenue · ~$8.3M cumulative net by Year 5 · $32M Year-5 valuation at 7× recurring-revenue multiple (industry-typical 6–10×). Sliders are wired so the leadership team can stress-test a slower or faster ramp.

Tour the live prototype →