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Australia · 2026 · Confidential

PRIZM

Your Window. Your Revenue.

Category
PRIZM Screen · Content · Earn
Market
Australian SME Retail
Model
Capital-light · AI-native
Exit
Year 3–4 · $20–35M
01 — Start With the End in Mind

The exit is
the strategy.

PRIZM is built to be acquired. Every decision — capital-light, AI-native, recurring revenue, programmatic ad network — produces the most acquirable asset possible. Here's the destination.

Period
Screens
Key milestone
ARR
Month 1–6
30
Brisbane proof. AI stack live. First Tier 2 screens.
~$145K
Month 7–12
80
Sydney seeded. Programmatic ad network activates.
~$400K
Month 13–18
200
3 cities active. Franchise pilot live.
~$1M
Month 19–24
350
Retail chain agreements. Ad network mature.
~$1.75M
Year 3–4 ✦ EXIT
500+
12+ months clean ARR. National. Exit window open.
$2M–2.5M
$20–35M
Base case exit
$30–55M
Upside — franchise accelerates
~$5K
Capital to launch
02 — The Product

See it
to believe it.

Fashion boutique — dual transparent LED windows in shopping centre
LED storefront — Adidas
Interior LED floral display
Interior LED orb display
LED film on curved building
LED film application — how it peels on
LED film flexibility — self-adhesive

Transparent LED film applied directly to existing glass. Vivid content from the street. See-through from inside. Self-adhesive — no renovation, no permit.

02 — Problem

Every retail window
in Australia is a
dead asset.

Businesses pay for prime street frontage and do nothing with it. Static signage is expensive to update, impossible to personalise, and invisible after dark.

Foot traffic is down. Ad costs are up. Physical retail needs a weapon.

📉

Foot traffic down

Storefronts are the last competitive advantage against online.

💸

Ad costs up

Meta CPMs rising. SMEs priced out of digital advertising.

😐

Static signage

Expensive to update. Needs a designer. Invisible after dark.

🏢

No SME DOOH

Digital out-of-home is for billboards and big budgets — not the local café.

03 — Solution

A self-running display.
Powered by AI.
Owned by them.

PRIZM turns existing glass into a digital display that runs itself. AI generates all content automatically. Their screen can also earn passive ad revenue while they sleep.

💎

Transparent LED film

Applies directly to existing glass. High-brightness. No renovation, no permit — just a window that sells.

🤖

AI manages everything

Content created from their Instagram, menu, and promotions. Updated automatically. Zero effort from the owner.

💰

Passive ad income

PRIZM Earn — opt in to the ad network, earn revenue share from programmatic ads. More foot traffic = more earning.

04 — The Numbers

Built to scale.
Margin-first.

97%
Net margin per screen
AI replaces headcount
$400K
ARR at 80 screens
End of Year 1 target
$2M+
ARR at 500 screens
Exit position · Year 3
$20–35M
Exit valuation · base case
Bifurcated model
1–3 hrs
Human hours per week
By month 6 — apex only
~$5K
Capital to launch
Customer deposits fund hardware
05 — The Model

Screen.
Content.
Earn.

Screen

PRIZM Screen

Transparent LED film on existing glass. One-time purchase. Customer deposit funds hardware — zero working capital.

DIY $1,500–3,500 Commercial $5K–15K
What goes on your window.
Content

PRIZM Content

AI-managed subscription. Generates all creative from their socials, menu and promotions. Updates automatically. They never touch it.

$199–399/month 97% margin
What goes on your screen.
Earn

PRIZM Earn

Opt-in ad revenue share. Slider allocates screen time to national programmatic ads. Screen owner earns passive income per impression.

$5–25 CPM 70% to PRIZM
What your screen makes for you.

Every customer starts with Screen + Content. Earn is the upgrade that turns their window into a passive income asset.

06 — Revenue Model

Four streams.
All recurring
after month one.

StreamRateMargin
Hardware sale2–3× supplier cost~60–70%
Content subscription$199–399/screen/mo~97%
Ad network share$5–25 CPM · 70% to PRIZM~95%
Install margin30–50% on contractor~40%

At 100 screens: ~$37K MRR. AI stack: ~$1,500/mo. Net margin: 95–97%.

Unit Economics

DIY · Tier 1

$3,240
Year 1 per screen · ~96% margin

Commercial · Tier 2

$10,720
Year 1 per screen · ~97% margin
07 — Market

$600M+ market.
Zero dominant player.

TAM — Australia
$600M+

100K+ suitable retail locations nationally.

SAM — Metro markets
$240M

30–40K high-traffic businesses in capital cities.

SOM Year 1 — Brisbane/SEQ
$1.1M

100 screens · hardware + first year ARR.

Why now
  • LED film prices dropped 60%+ in 3 years — SME economics now work
  • Programmatic DOOH infrastructure exists — no ad tech to build
  • AI compresses human to 3 hrs/week
  • No dominant transparent LED + AI content + ad network player in Australia
The gap

Nobody in Australia combines transparent LED + AI content + programmatic ad network for SME retail.

08 — Go-to-Market

One city first.
Four phases.
Year 3 exit.

Tier 1 proof first. Tier 2 seeded with highest-CPM segments (automotive $20–25 CPM, gyms $15–25 CPM). Network effects kick in at 50+ screens.

1
M1–2 · 5 screens
Brisbane · First Sales
Manual closes. Learn objections. Full AI stack live. DIY self-serve launches.
2
M2–6 · 30 screens
Brisbane Proof
AI outreach + voice agent running. Tier 2 seeded — gyms and automotive first.
3
M6–18 · 200 screens
National · 3 Cities
Sydney + Melbourne. Programmatic live at 50+ screens. First franchise pilot.
4
Y2–3 · 500 screens
Exit Position
Franchise networks. Retail chains. Acquire DOOH operators. Exit window open.
09 — AI Stack

One person.
Five hundred screens.
Three hours a week.

✗ AI handles
  • Prospect identification + mockup generation
  • Outreach, follow-up, DIY self-serve
  • Commercial discovery + pitch (voice AI)
  • Installer recruitment, briefing, coordination
  • Content creation, scheduling, onboarding
  • Programmatic ad inventory management
  • Customer support + triage
  • Reporting and dashboards
✓ Human does
  • Reviews and signs contracts (15 min/deal)
  • Approves first installer per new city
  • Go/no-go on city expansion (5 min)
  • Handles genuine disputes (~1–2/month)
  • Owns strategic direction
Hours/week
15–20
M1–2
Build
3–5
M3–6
Running
1–3
M6+
Apex
10 — Exit Valuation

Bifurcated model.
$20–35M base.
$30–55M upside.

Valuation by Layer
LayerMultipleAt $2M ARR
Hardware + install0.5–1× rev~$300–600K
Content subscriptions15–25× ARR~$10–17M
Ad network revenue10–20× ARR~$6–12M
Total$20–35M+
Who buys
📡
oOh!media / JCDecaux
Want 500 SME screens they can't build organically.
Year 3–4 · once national
🏗️
PE Roll-up
AI-native platform becomes the operating spine for a DOOH roll-up.
Year 3 · once ARR stable
🏬
Scentre / Westfield
Own the screens inside and outside their centres.
Year 3–4 · post franchise proof
AI-Native Comps
Cursor / Anysphere~25×

$2.5B at ~$100M ARR

Jasper AI~33×

$1.5B peak at $45M ARR

Synthesia20–30×

AI video · ~$500M

Traditional signage3–5× EBITDA

Our floor, not our ceiling

Physical layer discounts from pure-software comps. Build the ARR — the valuation follows.

11 — Why This. Why Now.

Not a side project.
A proof of the thesis.

🎓

Agent Maestro

PRIZM is the AI-native case study. The entire operating stack becomes a Maestro Maker System Blueprint — the thesis proved in the real world.

🏛️

Dare Capital

Build operating proof. Then acquire small DOOH operators and fold them into the PRIZM network. The Dare Capital thesis applied.

👤

Maestro Talent

Human at the apex — 3 hrs/week by month 3. AI workers execute below. PRIZM demonstrates the deployment model live.

Summary
Launch capital
~$5,000
First screen
30 days
Exit timeline
Year 3–4
Base exit
$20–35M
Upside exit
$30–55M
Human hours by M6
1–3 hrs/wk

Full playbook (21 sections · first 30 days · tech stack · legal · sales scripts) → prizm-doc.pages.dev