AI SaaS REI Platform | Blind Bid Due Oct 9, 2026

This proprietary PropTech platform serves as the operating system for the real estate investment lifecycle. The cloud-based AI SaaS solution connects investors, contractors, service providers, property managers, and property owners in a single ecosystem that manages every stage of the property journey, from lead identification and deal acquisition through asset management, tenant placement, and exit. By consolidating CRM, marketing automation, deal management, communications, and reporting into one platform, the business addresses multiple high-value market segments while creating significant opportunities for recurring revenue and scale.

The company recently achieved a major milestone by completely rebuilding and relaunching its core platform (Version 2.0) in early 2025. This modern, scalable foundation has significantly enhanced user experience and workflows, positioning the business for rapid acquisition-led growth without the burden of immediate technical debt.

NOTICE: Competitive 2-Phase Blind Bid Process
To manage high institutional interest efficiently, the sale of this asset will be conducted via a structured, time-sensitive Blind Bid Process. All interested parties must adhere strictly to the timelines and submission guidelines outlined below.

Phase 1: Initial Proposals
• Submission Deadline: Friday, October 9 at 5:00 PM EST
• Review & Selection Window: Tuesday, October 13
• Down-Select Parameter: The Seller and Agent will review all initial submissions and select exactly 3+ qualified bidders to advance to Phase 2.
• Prior to submission: You are welcome to schedule intro call or ask questions.

Required Phase 1 Submission Materials:
1. Buyer Profile: A concise, maximum 2-page background document detailing the buying entity, acquisition history, and leadership team.

2. Proposal Letter: A formal letter clearly outlining the initial proposed Purchase Price.

3. Financial Deal Structure: A detailed breakdown of the offer structure (e.g., cash at closing, equity rolling, seller notes, or performance-based earn-outs).

4. Due Diligence Framework: The proposed structural timeline and scope required for your operational and financial review.

5. Estimated Closing Date: Your targeted transaction timeline from the end of due diligence to wire transfer.

6. Initial Proof of Funds / Means: Verifiable baseline evidence of available cash or corporate financing capability.

Phase 2: Final & Revised Bids
• Buyer / Seller Call: 60-90 minute call to learn more about each other, discuss the offer and build determine next steps.
• Feedback Window: Immediately following selection on Tuesday, October 13, the Seller and Agent will issue specific guidance and feedback to finalists.
• Winner Awarded: Monday, October 19 at 12:00 PM (Noon) EST. The winning bidder will receive a direct notification call at this time.

Required Phase 2 Revised Submission Materials:
1. Revised Proposal Letter: A finalized offer adjusted to reflect specific seller feedback regarding price, transaction terms, or operational timelines.

2. Asset Purchase Agreement (APA): The bidder’s definitive legal edits or proposed definitive contract terms using the provided framework.

3. Verified Proof of Funds: Final, ironclad documentation proving liquid capacity to close the transaction within defined timeline.

4. Escrow Deposit Commitment: A written commitment executing a $50,000 earnest money deposit. The awarded winning buyer must wire this deposit into the designated Escrow Account within 3 business days of notification.

The owner is selling to focus on their other businesses.

Fully Remote

Seller will provide appropriate training and support as mutually agreed upon by both parties to ensure a successful transition.

The company operates a highly efficient marketing and sales engine that generates a surplus of active leads. An established sales motion converts roughly 50% of prospects into paid plans, while optimized onboarding accelerates time-to-value to maximize subscriber retention. The platform features massive immediate scalability by expanding marketing capital and headcount, alongside extensive long-term growth potential through real estate community partnerships and expansion into adjacent sectors like home services.

A new owner could unlock growth through rapid scaling by capitalizing on a proven client acquisition framework and expanding into massive new vertical markets:
Scale Marketing & Sales Headcount
Expand Customer Success Infrastructure
Strategic Referral & Coach Partnerships
Cross-Industry Vertical Expansion