Apostle Radon and Indoor Air Solutions vs Budget Blinds

We see a stark choice. Brand B, Budget Blinds, hands us a total addressable market of 1,355 franchised units, each generating $775K AUV—that’s a combined system revenue pool where a modest SaaS fee per location scales fast. The unit economics work in our favor: higher average revenue means owners have budget headroom for software that automates scheduling, marketing, and back-office tasks. And with a current 2026 FDD filing, this is a living, active system, not a historical artifact. The small negative unit growth (-0.8%) doesn’t shrink the installed base enough to matter; the near-term sales territory is enormous.

The only dimension where Brand A, Apostle Radon, wins is procurement terrain: an approved-supplier model lets individual owners buy any software without corporate veto. That’s appealing—on paper. But Apostle Radon has zero franchised units and a dormant filing. Open procurement applied to a single corporate location isn’t an advantage, it’s a dead end. Budget Blinds’ franchisor-controlled procurement is a real gate we’ll have to breach, but once we become an approved vendor, we unlock a captive base that can’t easily churn to a competitor. That tradeoff gives us a defendable moat, not just a single sale. TAM, budget, and timing all scream Budget Blinds.

Verdict: Budget Blinds is the only scalable play here—pursue the controlled terrain and negotiate corporate access immediately.