True North vs 76 Fence

True North’s 18 units—and 80% year-over-year growth—give it a total addressable market that utterly dwarfs 76 Fence’s two-location footprint. Even if 76 Fence’s higher AUV suggests deeper per-unit pockets, a $1.54M site doing $3.08M aggregate revenue can’t match the $17.7M revenue pool and compounding expansion trajectory available with True North. In B2B franchise software sales, total contracted seats and velocity outweigh a modest per-unit budget gap every time.

Terrain and timing seal the gap. True North runs an approved-supplier procurement model, which lets us sell directly to franchisees or earn a spot on a list that grows 80% a year; 76 Fence’s franchisor-controlled procurement might lock us in with the brand, but there’s nobody to sell to. Add True North’s current FDD filing and visibly active franchise development against 76 Fence’s stale, due filing, and the momentum gap becomes unbridgeable. The lone tradeoff—higher AUV at 76 Fence—is a budget advantage that cannot compensate for a microscopic, stagnant unit count.

Verdict: True North is the unambiguously stronger software-sales opportunity because its scale, open procurement, and breakneck unit growth create a far larger and more accessible pipeline than 76 Fence’s tiny, higher-revenue base.