Partner Due Diligence & Commercial Overview
Prepared specifically for the leadership team at EPI following the execution of our mutual NDA. This document provides clear insight into our operational metrics, customer engagement, active pipeline, and modular platform architecture.
Customer Contracts
Arlington Independent School District (AISD)
TagSpar is fully executed and operating district-wide across Arlington ISD, serving as the core infrastructure management platform for Food & Nutrition Services (FNS).
Active Customer Engagement & System Performance
System Hits / Month
High DAU/MAU Retention
Hits / User / Day
Power Users Logged Daily
Food & Nutrition Services (FNS) Director
The primary economic buyer and decision maker is consistently the district's Food & Nutrition Services (FNS) Director. They own the operating budget, vendor relationships, health compliance audits, and equipment uptime across all campuses.
- Eliminates catastrophic kitchen downtime & meal production delays
- Provides audit-ready equipment history & regulatory compliance
- Standardizes work order velocity between campuses and repair vendors
Fully operational in production for 30 months. Desktop-first usage driving 30k monthly actions.
Introduces 100% modular architecture, extensive customization controls, streamlined workflows, and an integrated Natural Language AI Assistant (Beta).
Module Utilization & Adoption Commentary
Primary Modules Utilized Today
QR Tagging Adoption Dynamics
While TagSpar includes instant QR code scanning, full physical tagging across ~7,000 assets initially faced operational friction regarding "who will physically tag equipment and at what cost."
Active Customer Pipeline
School District Opportunities
Active engagement across major North Texas K-12 districts
| School District | Sourcing / Owner | Schools / Scope | Est. Contract Value | Term | Status |
|---|---|---|---|---|---|
| Denton ISD | Direct Sales Outreach | 43 Campuses | $35,000 / yr | 3 Years | Proposal Submitted |
| Fort Worth ISD | Direct Sales Outreach | 140+ Campuses | $95,000 / yr | 3 Years | Discovery / Demo |
| Eagle Mountain-Saginaw ISD | Inbound / Referral | 30 Campuses | $28,000 / yr | 2 Years | Pilot Discussion |
| DeSoto ISD | Direct Sales Outreach | 12 Campuses | $15,000 / yr | 1 Year | Initial Outreach |
| Lancaster ISD | Direct Sales Outreach | 11 Campuses | $14,000 / yr | 1 Year | Initial Outreach |
Corporate Governance & Financial Structure
Ownership Structure
Clean 20% equal equity split across 5 institutional company entities (0% held directly by individuals).
Operational Maturity
The core TagSpar platform has been fully operational and battle-tested in enterprise production environments for 30 consecutive months.
Financial Records
3-Year Profit & Loss Statements (P&Ls) available for evaluation.
Due Diligence Appendix & Attachments
Accompanying financial files and legal contracts