CaitBY AMP11
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AMP11 / INVESTOR BRIEFINGUpdated October 23, 2026
03 / MARKET & COMMERCIAL MODEL

Restaurants first. Portfolio expansion
next.

Multi-unit owners and operators can test Cait in a small set of restaurants, establish value and make a broader portfolio decision.

Company market estimate
708K+

U.S. restaurant units

The broad restaurant universe in Amp11’s market model.

Company segment estimate
~350K

QSR & fast casual units

The initial category focus, where similar workflows and multi-unit ownership support repeatable deployment.

Target beachhead
~30K

Targeted locations

The selected initial opportunity in the company model.

Amp11 market model, August 2026. Company estimates describe market opportunity rather than contracted or deployed locations.

COMMERCIAL DESIGN

Sell by location. Expand on evidence.

Annual subscription per restaurant location, with scope influenced by operating requirements and rollout structure. The initial motion starts small enough to learn and expands when the operator sees sustained value.

ILLUSTRATIVE ECONOMICS

A location-based recurring model.

At an illustrative $3,000 per location per year, a 10-location operator represents $30,000 ARR and a 100-location portfolio represents $300,000 ARR.

Illustrative arithmetic; actual pricing, adoption and revenue depend on commercial agreements.

The route to repeatability.

01

Land

Enter through operator relationships and a focused initial deployment.

02

Prove

Establish sustained manager usage, reliable utility and operator value during real shifts.

03

Expand

Convert into paid subscriptions and extend deployment across additional locations.

A focused regional footprint.

Texas base. Operator-led expansion.

Amp11 is Texas-based, with market development following founder, advisor and operator relationships rather than a fixed office footprint.

Distribution through operator trust.

A multi-unit owner can connect manager adoption to restaurant economics and sponsor deployment across several locations. Peer networks and referrals support expansion as evidence develops.

THE NEXT STEP

Have a conversation with Christina.

Talk live about Cait, the current tranche and the evidence behind the next phase.

✉  Contact Christina
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