DRYmedic vs 76 Fence

DRYmedic is the clear pick, and it’s not close. The dimensions that matter most for a software vendor—total addressable market, timing, and terrain—all break in its favor. With 93 franchised units, 40.9% year-over-year unit growth, and a 2026 FDD that signals active expansion, DRYmedic offers a real, scaling base of prospects. The approved-supplier procurement model is the terrain advantage: franchisees can choose their own POS, marketing, and back-office stack, so you can sell direct without fighting a franchisor-mandated lock-in. That’s a repeatable outbound motion into a growing pool, not a one-and-done.

The only dimension 76 Fence wins is AUV, and it’s a mirage. A $1.54M unit top line looks like budget headroom, but with exactly one franchised location, the entire TAM is a single deal. Even if you captured it, there’s no second sale, no expansion revenue, no word-of-mouth flywheel inside the brand. Meanwhile, franchisor-controlled procurement means that one unit’s software stack is likely dictated by the franchisor, making an outside sale nearly impossible without a corporate partnership you’re not going to build for one unit. High AUV doesn’t matter when the door is locked and the room is empty.

DRYmedic’s lower $505K AUV is still healthy for home services, and the volume math is overwhelming: 93 units today, adding ~38 net new units per year at current growth, each a potential seat for scheduling, marketing automation, and POS. The 2026 FDD freshness tells you the franchisor is actively selling territories—your pipeline grows without you. The tradeoff is real (higher per-unit budget vs. actual units to sell into), but in B2B software, distribution beats deal size when the smaller deal is still viable. Verdict: DRYmedic.