World of Sourdough South Dakota vs La Pino'z Pizza

World of Sourdough South Dakota is the only viable target here. Brand A has zero operating units, which means zero software seats to sell into—full stop. A $1.2M high-end buildout and a controlled procurement model reinforce that brand A is in pre-launch limbo, not expansion mode. Budget per location is high, but there’s no installed base to monetize and no revenue proof that franchisees can absorb a multi-module SaaS cost. TAM is effectively zero until actual doors open.

Brand B wins on every dimension that drives near-term software revenue. Ninety-nine open units (97 franchised) give you a real installed base to penetrate, and 24% unit growth signals a system in active expansion—prime timing for a vendor that can scale across POS, scheduling, and back-office. The approved-supplier procurement model is the terrain win that unlocks your deal: franchisees aren’t locked into a forced tech stack, so you can sell directly to owner-operators without gatekeeper friction. Yes, AUV is modest at $61K, which caps per-unit budget, but volume and growth more than offset that. The tradeoff is lower per-seat ACV versus zero revenue from a brand with no seats at all. That’s not a real tradeoff.

Verdict: World of Sourdough South Dakota is the immediate target—real TAM and open procurement outweigh a thin AUV every time.