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Broker Kit

Built for advisor workflow.

Everything a sell-side or buy-side advisor needs to move a LouieAuto introduction through their internal pipeline. Print-ready one-pager below.

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One-pager (print or forward).

LouieAuto · Vertical AI SaaS · Automotive Retail

AI-native dealership intelligence platform. Available for strategic acquisition.

DMS-agnostic overlay — extends CDK, Reynolds, Tekion, Dealertrack, VinSolutions, DriveCentric. 150 modules in the perpetual license (24 on live data, 20 in demo, 44 completing 2026–2027). Deployed across operator's dealer group. Four consecutive quarters of live operation.

150Modules in license
5Live rooftops
85%Gross margin
99.9%90-day uptime

150 modules in the perpetual license (24 on live data, 20 in demo — DMS connection switches to live data, 44 completing 2026–2027). See /status and /modules for full breakdown.

Strategic value model (mid-case)

  • Acquirer book: 12,000 rooftops · Year-3 attach: 8% · 960 attached rooftops
  • Incremental ARR: $23M · Gross profit: $19.6M · Applied multiple: 6x ARR
  • Strategic value unlocked: $138M · Fair consideration: $20M–$41M (15–30% of NPV)

Acquirer profiles in scope

  • Incumbent DMS vendors (CDK, Reynolds, Tekion, Dealertrack)
  • Dealer CRM platforms (VinSolutions, DriveCentric)
  • Auto-finance lender networks (captives, large indirect lenders)
  • F&I product providers
  • PE roll-ups assembling dealer-software portfolios

Transaction posture

  • Structure: stock preferred; asset acceptable
  • Retention: 24 months with milestone-aligned earnout
  • Data room: ready; 9 diligence documents written
  • Timeline: IOI to close in 10–14 weeks

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VALUATION SENSITIVITY
Conservative — asset sale, no attached book $60M
Base — strategic acquirer, repriced to incumbent terms $138M
Stretch — strategic + distribution leverage (OEM captive, CRM incumbent) $345M

Range reflects three buyer archetypes. Base case assumes a strategic acquirer applies their own contract economics; stretch case assumes distribution-leveraged repricing across an existing dealer book. See /acquire for model inputs.

Teaser memo (2-page outline).

  1. Opportunity — Vertical AI SaaS targeting US automotive retail; pre-commercial tuck-in available.
  2. Asset summary — 71s, DMS-agnostic, operator-built, 4-quarter live deployment.
  3. Market context — $9.24B DMS market growing 6% CAGR; 17,000 US franchise rooftops.
  4. Product differentiation — multi-provider AI router; operator-encoded moat; live macro-intelligence endpoint.
  5. Unit economics — $24K–$30K ARR / rooftop, 85% GM, 6x–16x value-to-price.
  6. Strategic value scenarios — base $138M / stretch $345M / broken $5.4M.
  7. Transaction structure — consideration range, retention, earnout framework.
  8. Process — NDA, data room, LOI, diligence, close timeline.

Full CIM structure (table of contents).

  1. Executive summary (1 page)
  2. Company overview (2 pages — history, founding thesis, operating story)
  3. Market opportunity (3 pages — TAM, growth, incumbents, comparable transactions)
  4. Product architecture (4 pages — module map, integration surface, AI router, moat layer)
  5. Operator deployment proof (2 pages — founder deployment reference, quarterly operating history)
  6. Unit economics (3 pages — pricing, GM, dealer P&L uplift, sensitivity)
  7. Strategic-value scenarios (3 pages — four monetization models, NPV math)
  8. Team & operations (1 page — builder background, operational structure, post-acquisition staffing plan)
  9. Security & compliance (2 pages — FTC Safeguards, SOC 2 readiness, threat model, data handling)
  10. Intellectual property (1 page — chain of IP, assignments, trademark status)
  11. Transaction structure (2 pages — headline terms, process, timeline)
  12. Appendices — competitive matrix, comparable transactions, industry benchmarks, pro forma, cohort methodology

The full CIM is generated on request for qualified brokers under signed NDA. Contents match the public /acquire, /facts, /compare, /metrics, and /security pages with unredacted financial and technical detail.

Broker engagement posture.

ItemPosture
Warm intros from brokersWelcome. Respond within 1 business day.
Success feeOpen to standard sell-side fee arrangements; contact for terms.
Buy-side advisorsTreated as principal channel on behalf of their client.
Retainer / tailOpen to structure; standard 12–18 month tail acceptable.
Exclusive engagementWilling to consider for a specifically scoped process.
Non-exclusive introsHonored on a first-written-claim basis with standard tail.

Initiate.

Email brian@louieauto.com with:

  • Advisor firm + your role
  • Client profile (type of acquirer, book size)
  • Timeline expectation
  • Engagement framework (exclusive / non-exclusive, fee posture)

Response with NDA + data-room access within one business day.