FranSave vs FranNet

For a software vendor selling multi-location tech, total addressable market is the first filter. FranNet puts 58 units on the table with a clear budget signal: AUV of $291K and an investment band topping near $98K mean these franchisees have real operating capital and a demonstrated willingness to spend on infrastructure. That unit count, paired with a current 2026 FDD filing, tells us the system is active, compliant, and likely expanding—so the pipeline from new unit openings alone gives us a recurring motion, not a one-shot list.

FranSave's 250% YoY growth on a base of 7 units is mathematically interesting but practically thin. The ultra-low investment range ($4.5K–$12.5K) signals a side-hustle or micro-business profile where a $200/mo software seat is a material line item, not an assumed OpEx. Even if every unit bought, the TAM is sub-$100K in annual contract value before churn, and the dormant 2022 FDD means we have no current signal on system health, leadership changes, or whether the brand is even still actively selling franchises. That timing risk kills any growth-multiple story.

FranNet wins on TAM, budget depth, and timing. The tradeoff is we miss a cheap, fast pilot in FranSave, but a 7-unit pilot with dormant filings teaches us nothing scalable. FranNet's 58-unit base with healthy AUV and current FDD gives us an addressable install base we can sell into today and a transparent growth trajectory we can model against.

Verdict: Target FranNet now for deal-level budget and system-level scalability; the low-unit hyper-growth story in FranSave is not yet a software market.