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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. 71 production modules. Deployed across operator's dealer group. Four consecutive quarters of live operation.

45Modules live
5Live rooftops
85%Gross margin
99.9%90-day uptime

45 = active status-board count. Full catalog: 71 modules. See /status and /modules for complete 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 — 71 modules, 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.