NAP TEA vs Cinnabon

Cinnabon is the immediate opportunity because of sheer total addressable market (TAM) and terrain. With 1,338 existing units — 1,310 of them franchised — there is a large, active base of operators who need POS, scheduling, and marketing tools right now. The approved-supplier procurement model means franchisees have meaningful autonomy to choose their own software stack instead of being forced onto a corporate-mandated platform. That open terrain lets us sell unit by unit and land deals without waiting for a central decision-maker. A $665k average unit revenue and an investment range topping out around $700k signal strong enough unit-level economics to support a software purchase, though not so much cash that they’ll overspend without a clear ROI case.

Timing reinforces the choice. Cinnabon’s FDD is current for fiscal 2026, and the brand added 30 net units last year — a growth rate that provides a steady stream of new franchise openings as warm leads. That expansion, paired with an established network