Border Magic vs 76 Fence

Border Magic is the stronger play, and it’s not close. The dimension that matters most here is TAM: 26 franchised units versus 1. That’s a 26x larger addressable base right now, and every one of those units is a franchised operator who controls their own tech stack decisions. With 76 Fence, you’re selling into a single franchisee and a corporate entity that likely dictates systems—one “no” kills the entire opportunity. Border Magic gives you 26 independent shots on goal, and in B2B franchise sales, volume of at-bats is the leading indicator of closed revenue.

The procurement model seals it. Border Magic runs an approved-supplier model, meaning franchisees have autonomy to choose software as long as it meets brand standards. That’s terrain you can actually navigate—get approved once, then sell to individual owners on value. 76 Fence’s franchisor-controlled procurement means you’re locked out unless you displace whatever the corporate office has already mandated, which is a long, political sales cycle with a single decision-maker. The royalty and ad fund split (7% + 10%) also signals Border Magic operators are already accustomed to significant OpEx, making a SaaS line item easier to absorb than at 76 Fence, where an 8% royalty leaves less perceived room.

The tradeoff is AUV. 76 Fence’s $1.54M unit revenue suggests deeper pockets and more transaction volume—better budget per location. But that’s theoretical budget attached to a single franchisee. Border Magic’s lower AUV is still healthy for home services, and the tighter, standardized investment range ($145K–$169K) means operators are financially similar, making your sales playbook repeatable. Timing-wise, both filings are current, so no stale-data risk. You take the larger, fragmented, procurement-open target every time.

Verdict: Border Magic wins on TAM, terrain, and repeatability; the 76 Fence AUV advantage is a mirage when there’s only one buyer.