End-to-end expansion managementfrom market planning to opening day
Centralized pipeline for sites and deals: markets, targets, outreach, broker relationships, LOIs, leases, critical dates, tasks, and approvals.
Built for franchise expansion teams
Franchise brand development teams
Multi-unit franchisee operators
PE-backed portfolio companies
Real estate and construction teams
Common expansion challenges
Deals slip through the cracks without centralized tracking
Critical dates and milestones are missed without automated reminders
Vendor coordination lacks standardized processes and clear accountability
Executive teams lack real-time visibility into pipeline health and bottlenecks
Document version control creates confusion across stakeholders
Communication breakdowns between franchise partners, brokers, and vendors
Key capabilities
Pipeline & Deals
Centralized Pipeline
Track markets, targets, outreach, broker relationships, LOIs, leases, and critical dates in one place.
Deal Workflow
Site evaluation, financial scoring, underwriting inputs, lease redlines tracking, and milestone-based stage gates.
Task & Approval Management
Assign tasks, track approvals, and ensure nothing falls through the cracks.
Projects & Vendors
Vendor Coordination
Standardized scopes of work, bid requests, bid leveling, vendor assignments, and schedules.
Project Management
Track deliverables, punch lists, construction milestones, and project timelines.
Budget Tracking
Monitor project costs, budgets, and financial performance across all locations.
Communication & Documents
Automated Notifications
Stage-based update emails and stakeholder notifications for franchise partners, brokers, architects, and contractors.
Document Hub
One source of truth for LOIs, leases, plans, permits, budgets, contracts, photos, and correspondence with versioning.
Reporting Dashboards
Executive dashboards for pipeline health, openings forecast, budget status, cycle time, and bottlenecks.
From market selection to grand opening
Market Selection
Define target markets and site criteria. Analyze demographics, competition, and growth potential.
Site Sourcing & Evaluation
Source sites through broker networks. Score and evaluate opportunities using financial and fit criteria.
Deal Execution
Manage LOIs and lease negotiations. Track redlines, approvals, and critical dates through stage gates.
Project Coordination
Coordinate design, permitting, and construction. Manage vendors, bids, schedules, and deliverables.
Grand Opening
Complete punch lists and final inspections. Track opening dates and transition to operations.
Works with your existing tools
Connect SwarmOS to email, calendar, spreadsheets, project tools, file storage, and mapping data providers.
Enterprise-grade security and permissions
Role-Based Access
Franchise brand team, franchisees, brokers, vendors, and internal ops team each have role-based views and permissions.
Audit Trail
Complete activity history for compliance and accountability across all user actions and document changes.
Document Access
Granular permissions control who can view, edit, and download documents with version tracking.
Measurable outcomes
Reduce Deal Slippage
Fewer deals fall through with centralized tracking and automated reminders. Typical reduction of 15-25%.
Shorten Time-to-Open
Streamlined workflows and vendor coordination reduce cycle time by 20-30% on average.
Enforce Repeatable Process
Standardized stage gates and checklists ensure consistent execution across all locations.
Create Clear Accountability
Role-based visibility and task ownership eliminate confusion and improve follow-through.