This model is built entirely from the ground up: every dollar of revenue traces to a specific SKU, sold in a specific channel, at a specific price point, with actual per-unit COGS and a monthly promotional calendar. January 2026 actuals anchor all baselines — SmartShade DTC starts at 1,044 units/month, AURA at 400 units/month across DTC and Amazon. Promotional discounts are applied month-by-month (Father's Day, Prime Day, Black Friday, Holiday). The result is a model where every assumption is visible, every projection is traceable, and no growth rate is hidden inside an aggregate line item.
The flagship consumer brand sold direct-to-consumer via Shopify and Amazon. SmartShade ($199) anchors the line; SmartBlinds ($99) and SmartCurtain ($149) expand the portfolio. Every RYSE unit builds the brand credibility that shortens B2B sales cycles.
Sold primarily through professional B2B channels — window covering dealers and CEDIA custom integrators. Protects dealer margin, prevents channel conflict, and positions RYSE as the professional-grade solution. SmartCurtain is CEDIA-first: architected for professional installation where its $149 price point and track system make the most sense.
AURA is RYSE's entry-point brand — $99 on Shopify and $119 on Amazon — built on the same motor IP and technology as the full RYSE lineup, packaged for budget-conscious consumers who want smart window automation without the premium price. AURA expands total addressable revenue without cannibalizing the flagship RYSE line.
RYSE sells SmartLyft motors at $100/unit to window covering fabricators, who pre-install them into finished cordless blinds and sell through dealer networks. Launching January 2027 — driven by U.S. industry-wide shift to cordless window coverings and compatible SmartLyft motor technology. 75% gross margin with zero consumer CAC.
| Product | MSRP (DTC) | Amazon | Dealer / CEDIA¹ | Unit COGS | DTC Gross Margin | Channel |
|---|---|---|---|---|---|---|
| SmartShade | $199 | $209 | $140 | $60 | 70% | All channels |
| SmartBlinds | $99 | $99 | $80 | $30 | 70% | All channels |
| SmartCurtain | $149 | $159 | $100 | $50 | 66% | All channels (CEDIA-first) |
| SmartLyft | — | — | $100 | $25 | 75% | OEM fabricators only |
| AURA SmartShade | $99 | $119 | — | $28 | 72%² | DTC + Amazon |
| Remote Control | $99 | — | — | $20 | 80% | DTC only (10% attach) |
| SmartButton | $49 | — | — | $10 | 80% | DTC only (15% attach) |
| SmartBridge | $49 | $49 | $50 | $30 | 39% | All channels (attach accessory) |
¹ Dealer and CEDIA channels share the same wholesale pricing (standard tier shown). A volume/premium tier offers a $10/unit discount for dealers ordering 20+ units/month (20% of dealers qualify). SmartLyft dealer/CEDIA price shown is the fabricator wholesale price. ² AURA effective margin is lower on Amazon after 15% referral fee and 18% refund rate. DTC margin shown at list price before promotional discounts. Promotional calendar: June (Father's Day −20%), July (Prime Day via ASP), November (BFCM −25%), December (Holiday −15%).
The foundation. January 2026 baseline: 1,044 SmartShade units/month. Growing 4%/month in 2026, decelerating to 1.5%/month by 2029. SmartBlinds adds a second SKU in July 2026. DTC profitability improves as B2B brand credibility reduces CAC. Accessories (Remote, Button, SmartBridge) add 10–15% incremental revenue per unit sold.
Zero January–March 2026 (delisted due to battery compliance). Relaunches April 2026 with SmartShade + SmartBlinds, scaling through year-end. Amazon commission is modeled at 15% of net revenue. 18% refund rate (vs 8.5% on Shopify). Relaunch is the largest near-term catalyst — capturing search-driven buyers that Shopify alone cannot reach.
Pilot March 2026 (5 dealers), launch April. 8 new dealers/month in 2026, scaling to 60/month by 2029. Target: 1,512 active dealers by FY2029. Average 8 units/dealer/month growing to 14. Blended dealer price: ~$138 SmartShade (80% std / 20% premium). Zero ad spend — dealer reps own the customer relationship. Franchise network conversations are the highest-leverage distribution shortcut.
Pilot March 2026 (5 integrators), launch April. 5 new integrators/month in 2026, scaling to 40/month by 2029. Target: 969 active integrators by FY2029. Average CEDIA project: 6 SmartShade + 3 SmartCurtain units = $1,458 wholesale/project. SmartBridge included with every project (100% attach). The highest-value channel per partner — a single active integrator generates $14K–$19K annually.
January 2026 baseline: 400 units/month across DTC ($99) and Amazon ($119). AURA is RYSE's $99 entry-point brand — built on the same core motor IP — serving budget-conscious consumers who want smart window control without the premium price. Modeled at 8%/month growth in 2026 decelerating to 3%/month by 2029. Current trajectory generates $933K net in FY2026, growing to $5.4M by FY2029.
New channel launching January 2027. B2B-only OEM model — fabricators buy SmartLyft motors at $100/unit, pre-install them into cordless blinds, sell through dealer networks. U.S. child safety regulations and industry standards increasingly require cordless window coverings — SmartLyft is fully compatible with the cordless blind mechanisms fabricators are already moving toward. Launches with 2 fabricators at 300 units/month each. No retail presence, no CAC, no refunds. 75% gross margin at $100 ASP with $25 COGS.
| Channel | FY2026 | FY2027 | FY2028 | FY2029 | '26→'29 CAGR |
|---|---|---|---|---|---|
| Shopify DTC | $3.63M | $5.54M | $7.29M | $9.13M | +36% |
| Amazon | $1.50M | $2.82M | $3.71M | $4.63M | +45% |
| Window Covering Dealers | $0.34M | $2.89M | $9.83M | $23.69M | +362% |
| CEDIA Integrators | $0.45M | $2.98M | $8.53M | $18.17M | +302% |
| AURA | $0.93M | $2.05M | $3.60M | $5.40M | +79% |
| SmartLyft Fabricators | $0 | $1.26M | $7.20M | $24.60M | N/A² |
| Total Net Revenue | $6.86M | $17.54M | $40.16M | $85.62M | +131% |
| YoY Growth | — | +156% | +129% | +113% | |
| Gross Margin | 58.7% | 58.2% | 59.1% | 60.5% | |
| EBITDA | -$1.27M | $2.84M | $13.37M | $36.79M |
* All figures are net revenue after refunds, Amazon commission, and channel discounts. Amazon zero Jan–Mar 2026; relaunches April 2026. SmartLyft launches January 2027. Dealer/CEDIA zero Jan–Feb 2026 (March pilot, April launch). ² SmartLyft CAGR not applicable — FY2026 is $0.
| Quarter | Shopify | Amazon | WC Dealers | CEDIA | AURA | SmartLyft | Total | vs Prior Qtr |
|---|---|---|---|---|---|---|---|---|
| FY2026 | ||||||||
| Q1 2026 | $747K | $0 | $0 | $0 | $160K | $0 | $907K | — |
| Q2 2026 | $810K | $420K | $45K | $61K | $201K | $0 | $1,537K | +69.5% |
| Q3 2026 | $1,046K | $608K | $114K | $151K | $253K | $0 | $2,124K | +38.2% |
| Q4 2026 | $1,031K | $521K | $183K | $242K | $319K | $0 | $2,297K | +8.2% |
| FY2026 Total | $3,634K | $1,499K | $343K | $455K | $933K | $0 | $6,864K | |
| FY2027 | ||||||||
| Q1 2027 | $1,264K | $649K | $401K | $418K | $398K | $180K | $3,310K | +44.0% |
| Q2 2027 | $1,391K | $690K | $615K | $643K | $354K | $270K | $3,964K | +19.7% |
| Q3 2027 | $1,548K | $775K | $830K | $875K | $526K | $360K | $4,914K | +24.0% |
| Q4 2027 | $1,337K | $704K | $1,046K | $1,048K | $771K | $450K | $5,357K | +9.0% |
| FY2027 Total | $5,541K | $2,818K | $2,892K | $2,984K | $2,050K | $1,260K | $17,545K | |
| FY2028 | ||||||||
| Q1 2028 | $1,637K | $847K | $1,794K | $1,450K | $735K | $1,260K | $7,722K | +44.1% |
| Q2 2028 | $1,894K | $916K | $2,274K | $1,987K | $498K | $1,620K | $9,190K | +19.0% |
| Q3 2028 | $2,087K | $1,023K | $2,754K | $2,418K | $774K | $1,980K | $11,036K | +20.1% |
| Q4 2028 | $1,674K | $920K | $3,007K | $2,672K | $1,596K | $2,340K | $12,208K | +10.6% |
| FY2028 Total | $7,292K | $3,706K | $9,829K | $8,527K | $3,603K | $7,200K | $40,156K | |
| FY2029 | ||||||||
| Q1 2029 | $2,039K | $1,068K | $5,108K | $4,031K | $1,242K | $4,800K | $17,288K | +41.6% |
| Q2 2029 | $2,284K | $1,158K | $5,907K | $4,614K | $1,280K | $5,700K | $19,943K | +15.4% |
| Q3 2029 | $2,567K | $1,270K | $6,582K | $5,150K | $1,490K | $6,600K | $23,060K | +15.6% |
| Q4 2029 | $2,241K | $1,137K | $6,095K | $4,374K | $1,387K | $7,500K | $25,334K | +9.8% |
| FY2029 Total | $9,131K | $4,633K | $23,692K | $18,169K | $5,399K | $24,600K | $85,624K | |
| 4-Year Cumulative | $25.60M | $12.66M | $36.76M | $30.13M | $11.98M | $33.06M | $150.18M | |
The jump between Q4 2026 ($2.3M) and Q1 2027 ($3.3M) represents a 44% quarter-over-quarter increase — with the real acceleration hitting in Q3/Q4 2027 as SmartLyft compounds. At year-end 2026, 72 active dealers and 45 CEDIA integrators are ordering regularly, Amazon has been live since April building review velocity, and SmartLyft kicks in January 2027 with its first fabricator relationships. This inflection requires B2B infrastructure to be in place by mid-2026 — which is why the March 2026 dealer/CEDIA pilot launch date is non-negotiable.
Landing one franchise HQ deal — Bloomin' Blinds, Gotcha Covered, or Budget Blinds — equals instant distribution across 100–1,300 locations. One corporate conversation outpaces 12 months of individual dealer outreach. The 8 new dealers/month assumption for 2026 is powered primarily by franchise-level conversations — individual dealer cold outreach alone cannot achieve this pace.
Commission-based reps in CA, FL, and NY — covering 38% of all U.S. window treatment stores — open doors that cold outreach never will. Zero fixed cost until revenue is proven. Reps carry RYSE alongside complementary non-competing lines and bring warm existing dealer relationships. Phase 2 transition to full-time Dealer Success Managers in proven markets.
The CEDIA integrator channel grows through relationship selling at targeted events. One CEDIA Expo booth conversation can become a $14K+ annual partner. Regional chapter presentations reach 20–50 qualified integrators per event — at far lower cost than broad-based marketing. SmartCurtain's $149 MSRP with professional track system differentiates RYSE from commodity competitors at integrator demos.
Every Shopify sale and Amazon review builds the brand credibility that closes B2B deals faster. A dealer who looks up RYSE online and sees thousands of reviews closes 40% faster. DTC is modeled as profitable at ~62% gross margin — its real multiplier effect is the brand asset that reduces B2B sales cycles and increases conversion rates across dealer and CEDIA channels.
SmartShade relaunches on Amazon in April 2026 following battery compliance certification. SmartBlinds follows mid-2026 (July) as a new SKU addition. Amazon captures search-driven buyers who would never discover Shopify independently and builds review velocity that supports premium pricing. Amazon is modeled at zero January–March 2026 — so there is no revenue at risk if certification runs slightly late.
U.S. child safety regulations and broad industry standards are accelerating the shift to cordless window coverings across the country. Fabricators are already transitioning their product lines to cordless mechanisms — and SmartLyft is specifically engineered to be compatible with these cordless blind systems. RYSE doesn't need to change fabricator behavior — it just needs to be the motor of choice as they complete a transition already underway. This is the lowest-risk new channel in the model.
AURA exists because $199 is the wrong price for millions of smart home buyers who want automation but don't need premium positioning. AURA is powered by the same motor IP and technology that RYSE owns outright — packaged into a $99 product that unlocks a segment of the market the RYSE brand can't efficiently serve. At $99 on Shopify and $119 on Amazon, AURA doesn't compete with RYSE — it captures buyers at a different point on the decision curve, expanding total addressable revenue without cannibalizing the flagship line. Low price point drives strong organic conversion with minimal ad spend.
$99 is a psychologically different purchase than $199. It's impulse-buy territory for smart home enthusiasts and a credible entry point for first-time automation buyers. AURA expands RYSE's total addressable market — reaching consumers who would never convert at premium RYSE pricing but who become loyal brand users once they experience the product. The average AURA buyer installs 2–4 units per home.
AURA now operates on two separate price points: $99 on Shopify DTC and $119 on Amazon. The Amazon channel adds 30% incremental volume to DTC sales. Both channels run with minimal ad spend — the IP moat and low competition mean organic and search placement converts efficiently. COGS of $28 gives AURA strong unit economics across both channels.
AURA's 400 units/month baseline grows at 8%/month in 2026, decelerating to 3%/month by 2029 as the market matures. Growth is driven by the expanding smart home accessories market, word-of-mouth from satisfied buyers, and low CAC due to strong organic search performance at the $99 price point. An AURA V2 program (expanded product line) is tracked separately but not included in the base case.
At 400 units/month and $99–$119 across two channels, AURA is generating ~$45K gross/month with minimal marketing — powered by the same motor IP RYSE already owns, at a price point that reaches a fundamentally different buyer. AURA is modeled as a genuine growth engine in its own right: one that compounds without competing with the RYSE premium line for consumer mindshare, or with MOTORYSE for dealer attention. It is additive revenue from a product that costs RYSE little incremental to maintain and grows organically.
| Metric | FY2026 | FY2027 | FY2028 | FY2029 |
|---|---|---|---|---|
| New Dealers Added/Month | 8/mo | 20/mo | 40/mo | 60/mo |
| Active Dealers (Year-End) | 72 | 312 | 792 | 1,512 |
| Avg Units/Dealer/Month | 8 | 10 | 12 | 14 |
| Blended Price to Dealer (SmartShade) | ~$138 | ~$138 | ~$138 | ~$138 |
| Annual Dealer Channel Revenue | $344K | $2.89M | $9.83M | $23.69M |
| Revenue per Active Dealer (Annual) | ~$4.8K | ~$9.3K | ~$12.4K | ~$15.7K |
At 8 new dealers per month through cold outreach and manufacturer's reps, reaching 72 year-end dealers by FY2026 is achievable but takes sustained effort. The franchise network shortcut compresses this timeline dramatically. A single corporate agreement with Budget Blinds (1,300+ locations) or Bloomin' Blinds (100+ locations) would instantly add more distribution than 12 months of individual dealer outreach. The 8 dealer/month assumption does not require a franchise deal — but one conversation could 5x the trajectory overnight.
| Metric | FY2026 | FY2027 | FY2028 | FY2029 |
|---|---|---|---|---|
| New Integrators Added/Month | 5/mo | 12/mo | 25/mo | 40/mo |
| Active Integrators (Year-End) | 45 | 189 | 489 | 969 |
| Avg Project: SmartShade Units | 6 | 6 | 6 | 6 |
| Avg Project: SmartCurtain Units | 3 | 3 | 3 | 3 |
| SmartBridge Attach Rate | 100% | 100% | 100% | 100% |
| CEDIA Channel Revenue | $455K | $2.98M | $8.53M | $18.17M |
| Revenue per Active Integrator (Annual) | ~$10.1K | ~$15.8K | ~$17.4K | ~$18.7K |
A CEDIA integrator who specifies RYSE in a project doesn't just buy the product — they recommend it to every client who asks about window automation for the next 3–5 years. This creates durable, recurring revenue that doesn't reset: once an integrator is trained and has completed one successful project, they reorder on every qualifying job. The revenue-per-integrator figure grows from $10.8K in 2026 to $18.8K in 2029 not because of price increases, but because experienced integrators specify RYSE on more projects as their confidence and client base grows.
Fabricators source SmartLyft motors at $100 per unit wholesale. They manufacture finished cordless blind products — roller shades, cellular shades, or roman shades with the SmartLyft motor pre-installed — and sell the finished product to window covering dealers at a markup. RYSE never touches the consumer. The fabricator manages quality, installation, and warranty. RYSE earns a durable B2B component revenue stream.
U.S. child safety regulations and evolving industry standards are driving broad adoption of cordless window coverings across the country. The industry is already moving in this direction — fabricators are transitioning their product lines to cordless mechanisms to meet both regulatory requirements and consumer expectations. SmartLyft is designed to work with the cordless blind mechanisms fabricators are already adopting — meaning RYSE isn't selling a disruption, it's offering the motor that fits the direction the industry is already heading. This makes SmartLyft a natural integration decision, not a product category switch.
SmartLyft starts with 2 fabricators in January 2027, each purchasing 300 units/month. Growth is driven by adding fabricator relationships, not by consumer demand marketing. By FY2029, the model projects 246,000 annual units shipped across 25 fabricator relationships. Each fabricator relationship represents recurring monthly purchase orders as they receive new dealer orders for cordless products — creating the same compounding dynamic as the dealer and CEDIA channels.
SmartLyft's FY2029 projection of $24.6M is driven by fabricator scale, not consumer demand. The channel is real, the regulatory tailwind is genuine, and 70% gross margins mean every unit contributes significantly. But fabricator partnerships require manufacturing qualification, quality assurance, and supply chain integration — these conversations take 60–90 days to close and 30–60 more days to operationalize. Growth is driven purely by adding fabricator relationships — each new fabricator adds 300–1,000 units/month in recurring orders. The model is deliberately bottom-up: 2 fabricators at launch, adding 1 per quarter in 2027 and 2–3 per quarter in 2028–29. Each fabricator relationship represents a predictable, recurring purchase order as dealers order cordless products from them monthly.
| Metric | FY2026 | FY2027 | FY2028 | FY2029 |
|---|---|---|---|---|
| Launch Month | N/A ($0) | January 2027 | Full year | Full year |
| Units Shipped (Annual) | 0 | 12,600 | 72,000 | 246,000 |
| ASP to Fabricator | $100 | $100 | $100 | $100 |
| Unit COGS | — | $25 | $25 | $25 |
| Gross Revenue | $0 | $1.26M | $7.20M | $24.60M |
| Gross Profit | $0 | $945K | $5.40M | $18.45M |
| Gross Margin % | — | 75% | 75% | 75% |
| Fabricators Active (Year-End) | 0 | 5 | 13 | 25 |
| P&L Item | FY2026 | FY2027 | FY2028 | FY2029 |
|---|---|---|---|---|
| Total Net Revenue | $6.86M | $17.54M | $40.16M | $85.62M |
| Total COGS | ($2.83M) | ($7.33M) | ($16.43M) | ($33.81M) |
| Gross Profit | $4.03M | $10.21M | $23.73M | $51.81M |
| Gross Margin % | 58.7% | 58.2% | 59.1% | 60.5% |
| Marketing & Ad Spend | ($2.40M) | ($4.55M) | ($6.99M) | ($9.43M) |
| Salaries & Benefits | ($1.70M) | ($2.30M) | ($3.00M) | ($3.80M) |
| G&A / Other OpEx | ($1.20M) | ($1.56M) | ($1.98M) | ($2.40M) |
| EBITDA | ($1.27M) | $2.84M | $13.37M | $36.79M |
| EBITDA Margin % | -18.5% | 16.2% | 33.3% | 43.0% |
Planned -$1.3M EBITDA. This is designed, not accidental. Salaries are front-loaded for the dealer and CEDIA channel buildout. Marketing spend funds the Amazon relaunch (April) and Shopify growth. B2B channels are initialized with March pilot launches. Every dollar of 2026 loss is buying the infrastructure that generates 2027–2029 profitability.
EBITDA crosses positive in Q1 2027 and reaches $2.84M for the full year (16.2% margin). The B2B flywheel is compounding — 312 dealers and 189 integrators are ordering regularly. Marketing percentage drops to 25% of revenue as B2B channels require zero ad spend. Revenue nearly 2.6x while salaries grow only 35% — demonstrating the operating leverage embedded in the B2B model.
EBITDA grows from $13.37M (33.3%) to $36.79M (43.0%) as revenue scales from $40M to $86M. SmartLyft becomes the single largest contributor by FY2029 at $24.6M. Salaries reach $3.8M — 2.2x the 2026 level, but revenue has grown 12.5x. Every incremental dealer or CEDIA partner adds revenue at near-full gross margin with zero corresponding OpEx increase — pure operating leverage.
| Cost Line | FY2026 | FY2027 | FY2028 | FY2029 | Note |
|---|---|---|---|---|---|
| Marketing (% Revenue) | 30% | 25% | 20% | 18% | Decreasing as B2B share grows (no ad spend) |
| Salaries & Benefits | $1.70M | $2.30M | $3.00M | $3.80M | +124% over 4 years vs +1,148% revenue |
| G&A / Other OpEx | 5% rev | 5% rev | 5% rev | 5% rev | Fixed % assumption · Legal, accounting, insurance |
| Total OpEx | $3.55M | $5.96M | $9.07M | $14.08M | |
| OpEx as % of Revenue | 67.5% | 46.4% | 35.6% | 30.3% | Operating leverage visible year-over-year |
The U.S. window coverings market is a $10B+ industry, with the specialty/professional segment representing ~$2.6B by 2029 (window treatment stores + custom fabricators). RYSE's $46M FY2029 revenue represents approximately 1.8% of the professional specialty segment — a defensible, achievable market share target for a company with the MOTORYSE brand and dealer channel infrastructure.
Smart home penetration in U.S. households has grown from 32% in 2020 to 52% in 2024 and is projected to reach 67% by 2029. Window automation is one of the highest-value smart home upgrades — more visible, more daily-use, and more differentiating than smart thermostats or security cameras. Every new smart home install is a potential RYSE customer.
The retrofit smart blind market is RYSE's home territory — the ability to motorize existing blinds without replacing them is the core value proposition. Soma, Zemismart, and Chinese OEM alternatives exist on Amazon but lack the professional channel infrastructure, the CEDIA certification, and the dealer network that RYSE is building. Price competition from China does not threaten B2B channels — dealers and integrators value reliability, warranty, and professional support over price.
Anchored to actuals: January 2026 unit volumes (1,044 DTC SmartShade/month, 400 AURA/month) anchor all projections. Promotional calendar applied: Father's Day (Jun), Prime Day (Jul), BFCM (Nov), Holiday (Dec) discounts reduce ASP in affected months. Conservative B2B timing: Zero dealer/CEDIA revenue January–February 2026; pilot March; launch April. Amazon launches April 2026: Zero Amazon revenue January–March 2026; relaunches April with SmartShade + SmartBlinds. Refund rates from actuals: 8.5% DTC, 18% Amazon, 3% B2B, 5% AURA. Real COGS per SKU: $60 SmartShade, $30 SmartBlinds, $50 SmartCurtain, $25 SmartLyft, $28 AURA.
If dealer and CEDIA adoption runs at 60% of plan — 47 dealers/month instead of 77 by year-end 2026 — FY2029 revenue drops to ~$32M and EBITDA to ~$6M. This is the single largest risk in the model. Mitigation: franchise network conversations must start in Q1 2026, not Q2. Every month of delay in landing a franchise HQ deal compounds through all four years.
A delayed Amazon relaunch past Q3 2026 costs ~$300–400K in 2026 revenue but only ~$1.5M by FY2029 (dealers and CEDIA drive 70% of revenue and don't depend on Amazon). Amazon is modeled as zero January–March 2026 — there's no "optimistic" Amazon assumption baked in. If it launches in April as planned, the upside is all incremental.
Three scenarios add material revenue with zero model dependency: (1) A franchise network deal (Budget Blinds, Bloomin' Blinds) could add 100–1,300 locations overnight. (2) A single large SmartLyft fabricator could add $600K–$1.2M/year. (3) AURA V2 with a heavier-duty motor unlocks a materially larger market. Any one of these could add $5–15M to FY2029 revenue. None are in the base case.
Bloomin' Blinds, Gotcha Covered, or Budget Blinds — any one of these at the corporate level equals 100–1,300+ instant distribution points. This is not a sales conversation; it's a partnership conversation. Target: one senior-level meeting per franchise group per month. Pilot program with training support, dedicated dealer portal, and co-marketing at the franchise level. This single bet could 5x the dealer trajectory overnight.
Deadline: June 2026These three states represent 38% of all U.S. window treatment stores. Commission-based reps carry RYSE as one of 5–10 complementary non-competing lines — zero fixed cost. Sources: MANA directory, RepHunter, LinkedIn. Target: 2–3 signed rep agreements per state by April. Transition to full-time Dealer Success Managers in states with 50+ active dealers. This is the operating engine that feeds the 8 new dealers/month assumption.
Deadline: April 2026Battery compliance certification must be complete by end of February to allow for Amazon's listing review process. Target: SmartShade relaunches April 1; SmartBlinds follows within 30 days. Amazon captures search-intent buyers that Shopify cannot reach and builds review velocity that compounds every month. Over $1.5M in Amazon FY2026 revenue is at zero today — it's available to capture as soon as compliance is resolved. Every month of delay is revenue lost, not deferred.
Deadline: April 2026Begin fabricator conversations in April–May 2026. Target fabricators in California (highest cordless regulation enforcement) with existing cordless product lines. Qualification process: 30 days. Integration and production testing timeline: 60–90 days. January 2027 launch with 2 signed fabricators at 300 units/month each. The regulatory tailwind makes this a pull sale, not a push sale — fabricators need a cordless motor solution. Start conversations before competitors do.
Contracts by: Q3 2026 · Launch: Jan 2027Dealer: Pilot 5 dealers in March, add 8/month through Q2. One franchise conversation in each of Bloomin' Blinds, Gotcha Covered, Budget Blinds. Sign 2 manufacturer's rep agreements per target state (CA, FL, NY).
CEDIA: Pilot 3 integrators in March, add 5/month through Q2. Attend at least one regional CEDIA chapter event.
Amazon: Complete battery compliance by February. April target for SmartShade + SmartBlinds relaunch.
SmartLyft: Begin fabricator conversations in April. Target 2 signed agreements by Q3 2026 for January 2027 launch.
Dealer: Scale to 20 new dealers/month. Transition from manufacturer's reps to Dealer Success Managers in states with 50+ active dealers. Target 317 total dealers by year-end 2027.
CEDIA: Scale to 12 new integrators/month. CEDIA Expo booth in September 2027. Target 192 integrators year-end.
Amazon: Optimize SmartShade listings, scale SmartBlinds. Target 8,273 Amazon units in FY2027.
SmartLyft: Scale from launch (2 fabricators, 300 u/mo each) to 5 fabricators by year-end. Begin commercial conversations.
Dealer: Scale to 40–60 new dealers/month. 797–1,517 total active dealers. Full-time DSMs in all major markets. Consider international expansion to Canada.
CEDIA: Scale to 25–40 new integrators/month. 492–972 total integrators. Expand SmartCurtain product line.
Platform: Evaluate enterprise SaaS layer — dealer portal with project management and ordering features that increase switching costs and loyalty.
SmartLyft: Pursue one national fabricator and one commercial/hospitality pilot. AURA V2 motor engineering if R&D confirms feasibility.
| Milestone | Target Date | Success Metric | Owner |
|---|---|---|---|
| Dealer pilot launch | March 2026 | 5 dealers signed, 1st orders placed | Sales |
| CEDIA pilot launch | March 2026 | 3 integrators signed, 1st projects submitted | Sales |
| Amazon compliance complete | April 2026 | Battery certification received | Ops |
| Manufacturer's rep agreements signed | April 2026 | 2+ reps per CA, FL, NY | Sales |
| First franchise HQ meeting | April 2026 | Intro call with Budget Blinds or equiv. | Founder |
| SmartLyft fabricator outreach begins | April 2026 | 5 fabricator conversations initiated | Sales |
| Amazon SmartShade relaunch | April 2026 | Live listings, units flowing by May | Ops + Marketing |
| SmartLyft fabricator contracts signed | Q3 2026 | 2 fabricators signed, production tested | Sales |
| Franchise network deal closed | October 2026 | Corporate agreement, 50+ locations activated | Founder |
| EBITDA breakeven | Q1 2027 | Monthly EBITDA positive | Finance |
| 100 active dealers | Q2 2027 | Dealer portal live, DSM deployed in CA | Sales |
| CEDIA Expo 2027 | September 2027 | Booth presence, 20+ integrator meetings | Marketing |