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CONFIDENTIAL — AVORO INC.

avoro/

The operating platform your brokerage owns — no matter whose name is on the sign.

Prepared for Andrew Shafran & Sawyer Smith · Corcoran Sawyer Smith

avoro/agentsavoro/teamsavoro/brokeragesavoro/commerce
CONFIDENTIAL — FOUNDING PARTNER BRIEFINGJUNE 2026
01 · The moment

Consolidation is rewriting the rules. AI is rewriting the costs.

Two forces hit multi-office brokerages at the same time — and both land hardest on operators who rent their technology from someone else.

CONSOLIDATION

The franchisors are in play

National consolidators are acquiring the companies that brokerages license their brand and technology from. When your franchisor changes hands, your tech stack changes hands with it — unless you own a stack of your own.

AI ECONOMICS

Service delivery just got repriced

For the first time, personalized coaching, lead response, recruiting outreach, and operational support can run on autonomous AI instead of headcount. The brokerages that adopt this first operate at a structurally lower cost per agent.

THE GAP

No one builds for the operator

Brokerages compete on brand and splits. SaaS tools sell seats. Neither solves the operating problem: recruiting leverage, training infrastructure, capital access, and real-time intelligence — independent of brokerage affiliation.

Whatever you decide at renewal — stay, leave, or negotiate — your operating infrastructure should be an asset you control. That's the premise Avoro is built on.

02 · What Avoro is

Brokerage-agnostic infrastructure for elite operations.

Avoro installs institutional infrastructure — recruiting leverage, training, consumer commerce, capital access, and Avoro Intelligence (autonomous AI that does real work) — into high-performing teams and brokerages without requiring anyone to change brokerage affiliation.

Avoro isAvoro is not
A brokerage-agnostic infrastructure platformA brokerage or franchise
An economic partnership bound by shared upsideA SaaS vendor charging seat licenses
An AI-native operating system for teams and brokeragesA CRM or transaction management tool
A consumer commerce and capital facilitation layerA lender or balance-sheet risk taker
A platform built for institutional exitA lifestyle business or consulting firm
03 · The platform

Four pillars. One flywheel.

PILLAR 1

Systems, Playbooks & Recruiting Hub

The complete operating playbook proven at a 200+ agent, #1-ranked operation — sales, marketing, transaction coordination, recruiting, training, pipeline and performance tracking — installed as working systems, not binders, and benchmarked against anonymized data from every participant.

PILLAR 2

Consumer Commerce & Transaction Monetization

Every closing resets a household's local life — restaurants, dentists, home services, kids' activities. Avoro's merchant network monetizes that moment, and participants receive a defined share of the commerce revenue their transactions generate.

PILLAR 3

Capital Access Layer

Commission advances, expansion financing, and recruiting bridge capital — facilitated through capital partners and underwritten with real-time platform data. Capital becomes a utility, not a crisis response.

PILLAR 4

Avoro Intelligence

Embedded intelligence in every dashboard, plus autonomous AI that does real work: lead response in seconds, pipeline monitoring, marketing production, commission calculation, recruiting outreach. The pillar that compounds with every participant.

Participants join for the operating systems. They stay for the economics. Every participant that joins makes the platform smarter for every other participant.

04 · For Corcoran Sawyer Smith

Your customer is the agent. Avoro makes you the obvious choice.

At 400+ agents across multiple offices, you win or lose on recruiting and retention. Avoro turns your infrastructure into the recruiting pitch.

RECRUIT

A pitch splits can't match

"Join us and get an AI operating system: leads answered in seconds, a daily briefing, training calibrated to your stage, and capital when you need it." Avoro Intelligence runs the top of your recruiting funnel and scores candidates on production and fit.

RETAIN

Switching costs that favor you

When an agent's pipeline, training history, commerce revenue, and capital relationships live in your platform, leaving costs them real money. Retention stops depending on goodwill.

PRODUCE

More GCI per agent

Speed-to-lead measured in seconds, a watchdog on every transaction, and coaching driven by real benchmarks — across all 400+ agents at once, without adding staff.

Performance benchmarking is anonymized and aggregated — your operation's data stays sandboxed to you. You see how you compare; no one sees you.

05 · The math

Model it on your numbers.

An illustrative model — drag the inputs to match your operation. Assumptions are conservative and listed below.

Modeled annual impact

Software consolidation (60% of stack replaced)
Labor leverage (Avoro Intelligence vs. loaded FTE cost)
Recruiting efficiency (30% lower cost per hire)
Productivity lift → company dollar (18% of GCI)
Local commerce share — non-settlement (modeled $100 / buy side)
Total modeled impact / yr

Illustrative model, not a quote. Software replacement assumes Avoro displaces ~60% of a typical CRM / transaction / recruiting / training stack. FTE loaded cost $58K. Commerce share uses a modeled $100 per buy side; the actual participant split is set by real merchant economics once established. Platform fees are scoped in the working sessions.

06 · The product

One login. One home. Work that comes to you.

avoro.app composes each person's home fresh on every load — agent, ops, and leadership see different views from the same engine. Three actions on everything: Approve, Edit, Skip.

avoro/Corcoran Sawyer Smith · Hoboken ▾

Three things need you

Now
PIPELINE WATCHDOG · 2M AGO
Dana Cole asked for a showing 38 minutes ago — still no reply.

High-intent buyer, $650k range, came in through your paid lead channel. Drafted response ready to send.

ApproveEditSkip
Today
INTAKE · 31M AGO
Confirm the listing you texted in for 18 Oak St.

Parsed: seller, $720k, NJ attorney-state. On the TC's desk once you confirm.

ApproveEditSkip
avoro/All offices ▾

Across your teams

5 deals flagged · 3 intakes waiting on a TC step

This week
PIPELINE WATCHDOG · ROLL-UP
3 agents have a deal quiet 7+ days.

Rivera (Jersey City), Chen (Hoboken), Okafor (Montclair). Combined pipeline at risk: $2.1M.

ReviewAssignSkip
RECRUITING · TODAY
4 candidates scored above your hire line this week.

2 from the cross-platform network, 2 from outreach sequences. Discovery calls drafted.

ReviewEditSkip

PRODUCT DESIGN — KEYSTONE PHASE 1 SURFACES (AVORO.APP). COPY AND LAYOUT FROM THE LIVE DESIGN SPEC.

Where the build is today: the avoro.app spine — one identity, one home — is in active build. Pipeline Watchdog runs live inside Avoro's anchor customer, and marketing orchestration and commission intelligence are in build there now. Founding Partners come on while it's being built — and shape it.

07 · Avoro Intelligence

Not analytics. Not a chatbot. Intelligence that does the work.

SPEED-TO-LEAD

Lead response in seconds

Responds to inbound leads within seconds, qualifies against your criteria, routes hot leads to the right agent. Runs 24/7. Never misses a lead.

PIPELINE WATCHDOG

Conversion at the critical moment

Serves up high-intent leads that are waiting on a response from the agent — before they go cold. No more lead acquisition spend wasted on a dropped follow-up. Flags stalled deals and at-risk closings too.

MARKETING ORCHESTRATOR

Marketing in seconds, not days

Listing graphics, just-sold packages, open-house collateral, and agent-milestone pieces produced in seconds — brand-governed, compliance-checked on every release. One intake instead of six channels and a design queue.

TRANSACTION COORDINATION

Fewer touches per file

Intake parsed from a text message, milestones tracked automatically, the TC's desk fed only what actually needs a human. Your coordinators run more files, better.

COMMISSION INTELLIGENCE

Every split, every scenario

Calculates every possible commission scenario — splits, caps, teams, referrals, bonuses — compliance-clean and current, without a spreadsheet wizard on payroll.

ONBOARDING INTELLIGENCE

Day one, done — shaped to the role

One onboarding that reshapes itself to the person. Agent, staff, or leader plugs straight into the platform and gets their own experience — training, goals, KPIs, accounts provisioned automatically. No more onboarding segregation.

RECRUITING OUTREACH

Your funnel, automated

Identifies targets, drafts personalized outreach, manages follow-up sequences, books discovery calls for your recruiters.

THE ACTION CENTER

100% signal. Zero noise.

Everyone opens to one screen showing only what needs them — nothing else. Marketers get a marketing Action Center; agents, leaders, TCs, and brokerage compliance each get their own. If it's on your screen, it matters.

CUSTOM INTELLIGENCE

Built for your operation

Founding Partners shape the platform — including custom intelligence built around your workflows, your comp plans, your market. Your operating quirks become product, not workarounds.

THE BACKBONE

Intelligence everywhere

Underneath all of it: dashboards that predict — which agents are trending toward a breakout month, which show early disengagement, where the pipeline is about to thin out.

08 · Independence by design

Your infrastructure shouldn't depend on someone else's M&A.

Avoro is brokerage-agnostic by design. It works under any brand, any franchisor, any affiliation — and it travels with you if that affiliation ever changes.

No channel conflict

Operators at Compass, eXp, Anywhere, KW, Real, Side, and independents all run on Avoro without conflict. The platform binds through economics and intelligence, not brand.

Renew on your terms

If your operating system, agent experience, recruiting engine, and commerce revenue are yours, a franchise renewal becomes a brand decision — not a technology constraint.

Your data stays yours

Every operation runs in a sandboxed data environment. Raw financials, client data, and agent identities never leave your scope — enforced in the architecture, not a policy PDF.

09 · The moat

The platform gets smarter with every operation that joins.

Anonymized behavioral patterns — conversion benchmarks, recruiting timing signals, margin indicators — flow upward while raw data stays sandboxed. The 50th operation joins with its intelligence pre-calibrated on everything learned from the 49 before it.

PhaseOperations on platformIntelligence advantage
Phase 115–20Baseline — founding partner patterns and early adopter data
Phase 230–552x+ the recruiting and margin signal data; statistically significant benchmarks by region, size, brokerage
Phase 3100+Industry-defining dataset — no acquirer or competitor can replicate it from scratch

The same dynamic that makes Zillow's listing data, Toast's restaurant data, and Veeva's pharma CRM data so defensible. A competitor's standalone AI starts from zero every time.

10 · Who's building it

Operators who have run the business — building on the frontier stack.

CEO & CO-FOUNDER

Seth Campbell

15+ years operating at senior levels of residential real estate — multi-billion-dollar regional operations, a top-five expansion network across 12 U.S. markets and 200+ associates, and the cross-market team-expansion model that influenced operating frameworks at multiple top-ten brokerages.

CHAIRMAN & CO-FOUNDER

Brett Sikora

Founder of Align Team — the #1 globally-ranked real estate team at eXp Realty for units. Align is Avoro's flagship Phase 1 customer: the platform is validated inside a real, top-ranked operation from day one.

CHIEF GROWTH OFFICER & CO-FOUNDER

Raquel Quinet

20+ years scaling real estate teams and brokerages; prior PropTech C-level executive and startup CRO; co-founder of Play Bigger Coaching and The Results Group at Real Broker.

CO-FOUNDER & FOUNDING ADVISOR

Jennifer Schiff

15-year operating leader — co-founded and scaled The Schiff Home Team (~$2B in sales) and Manifest ($1B+ in coached production volume). Helped build the operating model behind Avoro's anchor customer.

BUILT AI-NATIVE ON ANTHROPIC'S CLAUDE VOICE INFRASTRUCTURE ON ELEVENLABS DELAWARE C-CORP

Avoro isn't adding AI to old software. The platform is built AI-native from the first line of code, on the same frontier infrastructure the leading AI companies ship on.

11 · The founding partner program

Become an owner in the platform you help shape.

Avoro is pre-launch and in active build — deliberately. Before we sell it to anyone, we're bringing 15–20 of the best operators in the country in as Founding Partners — to help us build and launch it: shape the product, contribute their operating playbook, lend their voice at launch. In exchange: an ownership stake.

What you get

A common-stock warrant — the right to buy a percentage of Avoro at today's low strike price, exercisable at exit. Costs nothing to hold. Tier A partners (your scale): 0.75%–1.0% of Avoro. Paid alongside co-founders and investors when Avoro is acquired or goes public. 5-year window, full acceleration on change of control, standard weighted-average anti-dilution.

What you give

No cash. The warrant vests on four milestones — designed for operators who lean in, not a time clock.

MilestoneVests
Sign on — agree to be listed publicly as a Founding Partner and quoted at launch25%
Feedback cycle — 4–6 working sessions over the first 6 months shaping the platform25%
Convert — sign as a paying customer when the platform is product-ready25%
Refer — make five introductions that become paying customers25%

No clawbacks once a milestone is hit. None of the four requires anything outside your normal operating activity.

12 · What it could be worth

The warrant, in dollars.

Avoro is targeting an exit in the $135M–$300M+ range within the warrant window. Gross outcomes by allocation:

Tier A allocation$135M exit$180M exit (baseline)$300M exit (upside)
0.75%≈ $1.0M≈ $1.35M≈ $2.25M
1.00%≈ $1.35M≈ $1.8M≈ $3.0M

Cost today: $0

You pay nothing to receive or hold the warrant. The small strike price at exit is typically netted out of proceeds (cashless exercise).

Downside: none

If Avoro doesn't reach an exit, the warrant expires and you owe nothing. Upside participation, not a guarantee — and never an out-of-pocket cost.

Tax treatment

Warrants exercised and held under QSBS (§1202) can be excluded from federal capital gains up to $10M. Your CPA runs the numbers; we provide the technical appendix.

13 · The raise — a separate conversation

Avoro is raising a $4M pre-seed at a $16M pre-money valuation.

The round funds engineering, B2B partnership hires, the RESPA-compliant commerce structure, and scaled go-to-market. It is entirely separate from the Founding Partner Program — partnership costs you nothing, and nothing here is required of a partner.

Avoro is built for institutional exit: a four-pillar platform with diversified, recurring, high-margin revenue and a proprietary operational dataset. The full investor memorandum and exit valuation framework are available on request.

Use of funds

Engineering and platform build · B2B partnerships and merchant network hires · RESPA-compliant settlement structure · go-to-market.

For investor conversations

Full memorandum, exit framework, and round terms shared under separate cover. Direct with Seth — not part of today's founding partner decision.

Request the investor memorandum
14 · Next steps

Three steps to a signed founding partnership.

STEP 1

Sign the NDA, review the terms

We send the NDA, then the full program terms — your Tier A allocation, the milestone schedule, and the warrant agreement — for you, your counsel, and your CPA to review.

STEP 2

Sign and agree to the program

Execute the Founding Partner agreement and join the roster of named operators attached to the platform.

STEP 3

Vest and take your founding seat

Signing completes Milestone 1 — your first 25% vests. Take your founding seat in the feedback cycle that shapes what Avoro builds for multi-office brokerages.

We're not asking you to trust that we built something great. We're asking you to build it with us — and own a piece of it from the beginning.

Request the NDA & program terms
CONFIDENTIAL — PREPARED FOR CORCORAN SAWYER SMITHavoro/ · JUNE 2026