MAX EV Holdings identifies professional verticals stuck on legacy software, then builds and operates AI-native SaaS platforms that replace $15K–50K/yr enterprise tools at a fraction of the cost.
Every platform below is deployed, running in production, and serving real users.
AI-native deal management platform for boutique commercial real estate brokerages. 41 AI tools, 12 document templates, 59 integrations. Cecil AI — the industry's first broker analyst with persistent memory and 3-model verification.
Every vertical shares a common core. Auth, AI pipeline, contacts, billing, and audit transfer directly — only the domain layer changes.
Expansion roadmap, competitive analysis, pricing models, and pro forma projections.
Each vertical scored 1–5 on six criteria: (A) Underserved by enterprise, (B) Transaction value justifies $500+/mo, (C) Document-heavy workflow, (D) Pipeline-based progression, (E) Low AI adoption, (F) Relationship-driven.
| Rank | Vertical | A | B | C | D | E | F | Total | Reuse | Build |
|---|
Competitive landscape, pricing model, AI capabilities, and build estimates for each target vertical.
Conservative projections based on DealFlow CRE unit economics applied across verticals.
| Metric | CRE Only | + Lending | + Insurance |
|---|---|---|---|
| Year 3 Active Clients | 182 | 320 | 520 |
| Year 3 ARR | $1.53M | $3.2M | $5.4M |
| Gross Margin | 90% | 90% | 90% |
| AI Cost % of Revenue | 7.8% | 7.2% | 6.8% |
| Blended LTV | $23,100 | $26,400 | $24,200 |
| Shared Core Reuse | — | 70% | 55% |
Key insight: Each new vertical after CRE costs 30–60% less to build because of shared core infrastructure — auth, AI pipeline, contact management, billing, audit, and deployment. The incremental cost to add a vertical is the domain layer only. Marginal unit economics improve with every vertical added.