I’m Investing In This Deal...

Hello SMB Deal Hunters!

📣 I’m investing in a profitable, high-growth GovTech traffic analytics platform and wanted to invite you to join me.

This is a fully passive investment. The experienced leadership team that built the company will continue operating it day to day, and we are purchasing shares directly from an existing shareholder.

Through Hunter Equity Partners, our investment arm, I’ve secured an exclusive allocation and am pooling capital from the SMB Deal Hunter community. I’m leading the syndicate and managing the investment vehicle so you can participate without operating the business yourself.

The company is a category-leading traffic safety analytics platform built for state and local transportation agencies. They are the exclusive engine behind AASHTOWare Safety, the national roadway safety system used by 22+ states covering over 3.5 million roadway miles. According to the company:

• The company holds an unmatched competitive moat through its exclusive AASHTOWare partnership, which gives it pre-approved procurement access to all 50 state Departments of Transportation, bypassing the 12-18 month RFP cycles that slow down every competitor. States have integrated decades of crash data into the platform, making switching costs prohibitive.

• Zero government customer churn in the history of the company. 100% of revenue comes from multi-year government contracts with near-certain collectability. The customer base has never lost a single government client.

• The CEO previously co-founded and scaled a SaaS platform from $0 to $130M+ in revenue, selling it for $1.5B. The core leadership team has been together since 2017-2019 and all hold ownership in the company.

Note: You have to be an accredited investor to participate.

Quick summary:

• 2025A Revenue: $8.1MM

• 2025A Free Cash Flow: $2.1MM (26% margin)

• 2026E ARR: $11.1MM+ (38% YoY growth)

• Implied Valuation: $35MM fully diluted

• Entry Multiple: ~8.4x 2026E Free Cash Flow (vs. ~23x market average for comparable traffic safety analytics platforms)

• Equity Target Raise: $4.795MM

• Target Investor IRR: 33.0% (base case, net of all fees)

• Target Investor MOIC: 3.3x

• Target Investment Period: 4 years

• Target Close: March 27, 2026

• Minimum Investment: $50K

Here’s why I’m investing in this deal:

1. The AASHTOWare partnership is a near-permanent moat. AASHTO represents all 50 state DOTs. Being selected as the exclusive engine behind their safety platform means this company effectively has pre-approved access to every state transportation agency in the country. Competitors can't replicate this. States that integrate their crash data don't leave.

2. The CEO is putting $5M of his own money in alongside us. He's personally purchasing $5M of the selling shareholder's shares in the same transaction. That's one of the strongest signals of conviction you can get from the company's leadership.

3. Compelling entry valuation with validated upside. We're acquiring at ~3.2x 2026E ARR and ~8.4x FCF, against a market average of ~23x FCF for comparable traffic safety analytics platforms. The company has already declined unsolicited acquisition offers of $85M+, against our $35M entry valuation. We're entering at less than half the price the market has already said it's worth.

4. Net dollar retention above 115%. Existing customers are spending more every year. Average contract value has grown ~30% over the last two years. That means the installed base is expanding without needing to add new states.

5. QSBS tax treatment may be available. The structure is expected to qualify for Qualified Small Business Stock treatment, which could allow investors to exclude up to 100% of capital gains taxes on exit. These savings are not included in the modeled IRR projections.

If you’re interested in learning more, request an invite to look at the data room. You must be an accredited investor to participate:

Thanks,

Helen Guo

P.S. I'll also be inviting those who have requested more information above to a private webinar with live Q&A on Wednesday, March 18 at 3pm ET, where I’ll be interviewing my partner Kyle (Head of Investments at Hunter Equity Partners, the investment arm of SMB Deal Hunter).

Legal Disclaimer: The information herein concerns a private placement of equity securities offered under Regulation D as promulgated by the Securities and Exchange Commission. This email is not an offer for the sale of securities. The Offering referenced herein is qualified entirely by a certain private placement memorandum circulated by the issuer of this Offering, and securities may only be offered and sold pursuant to such memorandum and applicable securities laws.