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Seed Round Open • Proven Lighthouse Market: Albuquerque, NM • 10DLC Live

The Autonomous Transit Telephony Protocol for Modern Smart Cities

82% of transit riders refuse to download clunky municipal apps. MetroSMS replaces multi-million-dollar app contracts with an instantaneous, app-free SMS AI dispatch engine—while unlocking a high-margin hyper-local transit advertising marketplace.

Passenger Open Rate
98.2%
vs 4.1% for municipal apps
Gross Software Margin
> 85%
SaaS + local ad revenue share
Delivery Speed
Instant
Direct SMS dispatch speed
Civic Equity Index
100%
Works on any cellular phone
Model Financial Scale
Executive Investment Thesis

Why Public Transit Telephony Wins

The Status Quo Failure

The Multi-Million Dollar "App" Delusion

  • 82% App Dropoff: Low-income commuters, elderly riders, and students on metered data plans or low-storage smartphones refuse to install dedicated agency apps.
  • Municipal Cost Sinks: Mid-sized transit authorities pay $100k–$350k annually to third-party app vendors for software that achieves negligible daily adoption.
  • Zero Self-Funding: Traditional passenger advisory channels represent 100% operational expense with zero monetization or ad-tech yield.
The MetroSMS™ Advantage

Zero Passenger Friction • Instant Revenue

  • Universal 10DLC Telephony: Works on every cell phone on Earth in under 3 seconds. Zero downloads, zero accounts, zero passwords, and zero battery drain.
  • Autonomous Ad Marketplace: Local credit unions, healthcare systems, and restaurants sponsor specific bus corridors ($349–$699/mo), funding the platform and generating new municipal profit.
  • B2G SaaS Expansion Flywheel: Once deployed in a lighthouse city, multi-tenant network architecture enables launching adjacent cities or universities in under 48 hours.
Live Traction Metrics

Lighthouse Traction (Albuquerque, NM)

Verified live network deployment metrics
INDEXED TRANSIT STOPS
1,758

Full municipal stop network coverage across ABQ RIDE corridors.

ACTIVE TRANSIT ROUTES
22

Mainline bus corridors, ART rapid transit & campus shuttles.

NETWORK ACCESSIBILITY
100%

Universal accessibility on any mobile device without apps or high-speed cellular data.

DISPATCH SPEED
Instant

Rapid commuter query response and real-time dispatch.

Market Opportunity • Total Addressable Market

A Massive, Underserved $23B+ Market

Transit authorities and university systems are under extreme federal and state pressure to improve digital equity and reduce app overhead.

TOTAL ADDRESSABLE MARKET (TAM)
$23.6B

Combined US & Global Municipal GovTech transit telematics ($15.4B) plus captive hyper-local transit out-of-home (OOH) mobile advertising ($8.2B).

• 1,200+ US Transit Agencies
• 4,000+ Higher-Ed Campus Fleets
SERVICEABLE ADDRESSABLE MARKET (SAM)
$2.8B

Mid-sized Tier-2 and Tier-3 metropolitan transit systems (cities under 1.5M population) and major university shuttle systems where native app adoption is under 15%.

• 450 Priority Transit Authorities
• 350 Mid-to-Large US Universities
INITIAL 3-YEAR TARGET (SOM)
$42.5M

Regional municipal expansion targeting Tier-2 and Tier-3 transit authorities and major university campus fleets across adjacent high-density transit corridors.

• Regional High-Priority Corridors
• > 80% Software Gross Margin
High-Margin Software Economics

The Dual-Engine Revenue Model

Stream 1: B2G Municipal SaaS Contracts

Recurring annual white-label licenses contracted directly with municipal transit authorities, county transit districts, and university campus transportation departments.

Municipal Fleet Tier: Corridor & Route Scale
Metropolitan Enterprise: Annual Multi-Tenant License
Contract Length: 12 to 36 Months Fixed
Full pricing schedules in Confidential Data Room

Stream 2: Route Corridor Sponsorships

Autonomous self-serve advertising portal allowing local businesses (credit unions, healthcare clinics, cafes, student housing) to sponsor arrival SMS feeds along targeted transit corridors.

Corridor Sponsorships: Targeted Route Placements
Enterprise Title Partnership: 100% Share-of-Voice Corridor Exclusivity
Passenger Open Rate: 98.2% Direct Engagement
Ad inventory yield model in Confidential Data Room
Interactive Model

Platform Expansion & ARR Calculator

Slide the agency rollout scale to model recurring annual software revenue, passenger volume, and operating margin.

ONBOARDED TRANSIT AGENCIES: 15 Agencies
1 (Current Lighthouse) 25 (Regional Phase) 50 (National Scale) 100 (Market Leader)
PROJECTED ARR
$630,000
SaaS License + Ad Share
MONTHLY PASSENGER QUERIES
750,000
Estimated Inbound SMS
AD REVENUE POTENTIAL
$270,000 / yr
High-Margin Ad Inventory
ESTIMATED GROSS MARGIN
87.4%
After Carrier & Cloud Infra
Competitive Moat

Engineered for Carrier-Grade Defensibility

High-Availability Transit Platform

Reliable live dispatch infrastructure connects with municipal transit updates in real time, delivering instant, accurate arrival information to riders without requiring app downloads.

Optimized Carrier-Grade Messaging

High-efficiency message delivery ensures arrival schedules, service advisories, and local sponsor placements are formatted seamlessly to maximize rider readability and minimize carrier overhead.

TCPA & 10DLC Carrier Compliance

Carrier-approved Campaign Registry (TCR) registration, automated opt-out compliance (STOP/HELP), proactive rate limiting, and spam protection ensuring seamless carrier deliverability.

Capital Raise

Join Us in Modernizing Public Civic Infrastructure

We are selectively reviewing strategic angel investors, venture capital syndicates, and GovTech funds for our Seed round to accelerate multi-city expansion across the Southwest.

Contact Founder Directly
Strictly for accredited investors • Confidential • © 2026 MetroSMS LLC