Editing Mode
Adjust monthly deal volumes and annual targets below. Changes recalculate all projections instantly.
Year 1 Monthly Deal Volume
$8,700
Revenue Per Deal (1.5 pts)
~86%
Gross Margin Per Deal
$121.2B
Total Addressable Market
Deal Size Distribution & Revenue Per Deal
Weighted average based on projected deal mix across all loan types
Revenue Per Deal Breakdown
| Segment | Range | Midpoint | Mix | Rev @ 1.5pts |
|---|
| Core Deals | $300K–$500K | $400,000 | 70% | $6,000 |
| Mid-Market | $500K–$1M | $750,000 | 20% | $11,250 |
| Large Deals | $1M+ | $1,500,000 | 10% | $22,500 |
| Weighted Average | | $580,000 | 100% | $8,700 |
| Scenario | Points | Revenue | Note |
|---|
| Direct Deal | 1.5 pts | $8,700 | Full margin |
| Agent Referral | 1.0 pts net | $5,800 | 0.50 pts to agent |
| Agent Fee Paid | 0.50 pts | ($2,900) | One-time per client |
Year 1 — Month-by-Month Projections (May 2026 – April 2027)
Conservative ramp with platform-first, 2-employee model
Monthly Deal Volume & Revenue
Cumulative Revenue Growth
Year 1 — Detailed Monthly P&L
| Month | Deals | Deal Rev | Agent Fees | Net Deal Rev | WL Brokers | WL Rev | Pref Lenders | Lender Rev | Total Rev | OpEx | Net Income |
|---|
Revenue Stream Analysis — Year 1
Five revenue streams ramping at different rates through the first 12 months
Revenue by Stream — Monthly
Year 1 Revenue Mix
Deal brokerage dominates Year 1 as subscriptions ramp. By Year 3, subscription revenue represents ~15% of total — high-margin, recurring.
3-Year Growth Trajectory
Annual projections with compounding revenue streams
Annual Revenue & Deal Volume
Growth & Scaling Metrics
Key operational metrics across the 3-year horizon
White-Label Broker Growth
Unit Economics Deep Dive
Per-deal profitability analysis
Cost Per Deal Breakdown
| Cost Item | Amount | % of Revenue |
|---|
| Platform hosting (allocated) | $42 | 0.5% |
| API costs (data providers) | $25 | 0.3% |
| AI agent compute (n8n + Claude) | $85 | 1.0% |
| Email/communication costs | $18 | 0.2% |
| Compliance & documentation | $150 | 1.7% |
| Customer acquisition (blended) | $350 | 4.0% |
| Labor allocation (2 employees) | $535 | 6.2% |
| Total Cost Per Deal | $1,205 | 13.9% |
| Gross Profit Per Deal | $7,495 | 86.1% |
Lifetime Value vs. Acquisition Cost
Once a borrower is on-platform, they return for future deals. Average investor does 2-4 deals/year. Agent referral fee is one-time — subsequent deals from the same client have zero acquisition cost.
Model Assumptions
- Weighted avg deal size: $580,000 (70% core, 20% mid, 10% large)
- Broker fee: 1.5 points per funded deal across all deal types
- Agent referral rate: 20% of deals in Y1, 25% in Y2, 30% in Y3
- Agent referral fee: 0.50 points (one-time per client, first deal only)
- White-label brokers: blended $200/mo avg subscription
- Preferred lenders: blended $3,000/mo avg subscription
- Wholesale marketplace: launches Q3 2026 (Month 4)
- Operating costs scale with headcount (2→5→10 employees)
- Platform operational from Day 1 across all 50 states
- All projections assume zero outside funding — organic only
- DSCR, Bridge, Fix & Flip, and Construction loan types
- Market growth rate: 24.5% YoY per SFR Analytics 2025 data