Client-calibrated parallel trial

Start with the full universe. Narrow it with evidence.

Helix begins with 9,816 named public-source automotive, tire and mechanical-service locations across Sun’s five activated lanes plus a separately labeled Louisville hold queue. The system then consolidates companies, measures selected-anchor road routes, applies critical gates and preserves every disposition before producing the verified Pass pool and top 10%.

Quick reference

Abbreviations and internal terms.

Definitions used throughout this trial page so criteria and anchor language remain clear during review.

SATS
Sun Auto Tire & Service; a confirmed existing SATS location may serve as a geographic anchor.
GF
Greenfield location; used only when Sun has approved the new-build/de novo location as an anchor. The exact approved list remains pending.
OTR
Off-the-road tires and service, generally serving heavy equipment rather than consumer vehicles.
MSA
Metropolitan Statistical Area; Sun must confirm when a client-defined trade area should be used instead.
VPD
Vehicles per day; a traffic-volume measure tied to a road segment and count period.
SF / sq ft
Square feet; used for building-footprint and parking-density criteria.
PE
Private equity; PE-owned or PE-controlled operators fail the current ownership gate.
ID / IDs
Identifier / identifiers; stable record keys used for anchors, shops and deduplication.
KY · NC · TN
Kentucky · North Carolina · Tennessee; state abbreviations used in the territory matrix.
Approved beta territory program

Five lanes approved. Louisville held.

The market clusters, corridor, Nashville anchors and evidence/routing defaults are approved for the trial package. Louisville remains withheld pending an eligible anchor.

Anchor needed

Louisville, Kentucky

No in-city SATS anchor appears in the current locator. Hold small operators pending an approved nearby/GF anchor; larger-chain exceptions remain available.

10 approved anchors

Ohio

Central Ohio / Columbus–Licking County: Blacklick, Columbus, Heath, Hilliard, Lewis Center, Marysville, Newark, Pickerington and Westerville.

7 approved anchors

North Carolina

Piedmont Triad: High Point, Winston-Salem, King, Liberty, Madison, Stokesdale and Summerfield.

15 approved anchors

Florida East Coast

Northeast Florida through Volusia County: Yulee/Callahan to Jacksonville, St. Augustine, Palm Coast and Ormond Beach, with adjacent interior anchors.

1 confirmed anchor

Chattanooga, Tennessee

Use the current store at 3886 Hixson Pike as the beta anchor.

2 approved anchors

Nashville, Tennessee

Use Hendersonville, 111 Indian Lake Blvd., and Murfreesboro, 2560 Rideout Lane; route-test every candidate to the selected anchor.

Strategic anchor rule: singles and small multi-unit operators qualify only after a selected SATS/GF anchor and measured driving route establish approximately 30 road miles or less. The approved 35-location anchor file makes that process executable; no candidate passes from territory membership alone. Larger chains require an explicitly recorded exception.
TerritoryBeta statusApproved marketAnchor treatmentRemaining Sun action
Louisville, KYHold small-shop cohortLouisville city laneNo in-city current-store anchorSupply approved GF/nearby anchor or authorize chain-only treatment
OhioApproved for beta packageCentral Ohio / Columbus–Licking County10 current-store anchorsApproved
North CarolinaApproved for beta packagePiedmont Triad7 current-store anchorsApproved
Florida East CoastApproved for beta packageNortheast Florida through Volusia15 current-store anchorsApproved
Chattanooga, TNApproved for beta packageChattanooga city lane3886 Hixson PikeApproved
Nashville, TNApproved for beta packageBroader Nashville marketHendersonville + MurfreesboroApproved

Approved activation status: 35 current-store anchors support five beta lanes. Louisville is deliberately withheld rather than filled with an unsupported anchor.

Stage 0 · Public-source discovery

9,816 locations make the starting universe visible.

Overture Maps Places release 2026-06-17.0 supplies the current location-level discovery layer. Every record remains unqualified until company consolidation, road routing, Sun-history matching and critical-gate verification are complete.

2,022

Central Ohio

Columbus–Licking County anchor network.

1,938

Piedmont Triad

Seven approved North Carolina anchors.

2,185

Florida East Coast

Northeast Florida through Volusia County.

816

Chattanooga

Discovery around the Hixson Pike anchor.

1,685

Nashville

Hendersonville and Murfreesboro coverage.

1,170

Louisville hold

City-centered discovery only; no approved eligibility anchor.

How to interpret 9,816: these are unique named location records in selected automotive, tire and mechanical-service categories within a 50 km straight-line discovery buffer. The buffer prevents premature omission; it does not establish eligibility. Singles and small multi-units still require a selected approved anchor and measured approximately ≤30-driving-road-mile route. Chain exceptions must be explicitly recorded. Unknown or conflicting evidence remains Watch / Verify.
Sun Auto Fit

Rules before rankings.

Hard GateScored PreferencePending Confirmation

A confirmed hard-gate failure excludes a shop. Unknown or conflicting evidence is classified as “Watch / Verify”—never as a false failure or an unsupported “Pass.”

Sales / mix

$1.8M+ top-line salesHard Gate

Store amount, period, basis and source. A range crossing the threshold remains Watch / Verify.

Minimal commercial, agriculture and OTRPending Confirmation

Direction is confirmed; Sun still needs to define the numerical cap and whether categories combine.

Specialty / fleet sales below 10%Hard Gate

Confirm combined-category treatment and whether exactly 10.0% fails.

No current used-tire salesHard Gate

Confirmed sellers are withheld from recommendations/top 10%. Likely or unknown evidence goes to Watch / Verify.

Tire-forward businessScored Preference

Consumer tire merchandising and revenue identity outrank general repair with weak tire evidence.

Physical / location

About 30 road miles from SATS or approved GF anchorHard Gate

Applies to singles and small multi-unit operators. The anchor must be confirmed first, then an approved routing method must document approximately ≤30 road miles; no inferred pass.

Multi-unit chain exceptionApproved Exception

Larger multi-unit chains—including the referenced examples of roughly 6, 10 or 12 units—may be considered outside the default radius only through an explicitly recorded chain-level exception. The mechanism is approved; no individual chain receives an automatic exception or Pass.

6+ indoor bays; 8+ preferredHard Gate

Outdoor lifts do not count. No outdoor lifts except a documented Florida exception.

6,500+ sq ft building footprintHard Gate

Building footprint—not parcel or lot area—unless Sun approves another definition.

Clean, professional SATS-profile storefrontScored Preference

Require dated imagery and a reviewer note; poor curb appeal informs exclusion calibration.

Parking: “28+/1 or 4 spaces per 1,000 SF”Pending Confirmation

Client wording is ambiguous. It is visibly unresolved and is not silently hard-coded as an executable gate.

Clear road visibility / no major sight-line impairmentScored Preference

Material obstruction is a serious negative; use dated street-level evidence.

Capacity for at least 500 tiresHard Gate

Record capacity as confirmed, estimated or unknown. Estimates remain Watch until confirmed.

Retail trade area and qualifying retail within 1 mileScored Preference

Not industrial; look for grocery, Walmart/discounter, Lowe’s, Home Depot or other approved big-box adjacency.

Paved lotPending Confirmation

Required directionally; Sun still needs to confirm whether unpaved is an absolute gate.

Direct access from fronting streetScored Preference

Direct, safe access is preferred; shared/side access requires practical review.

Demographics

30,000+ households in MSA / trade areaHard Gate

Sun must confirm formal MSA versus client-defined trade-area geography.

5-minute median household income ≥ MSA averageHard Gate

Compare same-year measures; equality currently reads as passing, pending rule lock.

5,000+ households at 5 minutesHard Gate

Use an approved drive-time methodology, not a straight-line radius.

15,000–20,000+ households at 15 minutesPending Confirmation

Proposed treatment: 15,000 minimum and 20,000 preferred. Exact hard threshold awaits final client confirmation.

Positive five-year household growthHard Gate

Historical versus projected basis and treatment of exactly 0% remain to be confirmed.

15,000+ VPDHard Gate

Capture road segment/count station, year and directional or combined basis.

Ownership / history

No PE-owned or PE-controlled operatorHard Gate

Resolve ultimate ownership; uncertainty remains Watch / Verify.

Not already reviewed and rejectedHard Gate

Known history is retained for audit/dedupe and removed from net-new ranking unless Sun explicitly reopens it.

Not an expansion-only small shopHard Gate

Acquisition relevance must be plausible; expansion-only small shops are outside current strategy.

Independent / acquirable ownership profileScored Preference

Verify entity, parent, location count, decision authority and actionable ownership route.

No outdoor lifts outside Florida exceptionHard Gate

A Florida exception must be recorded and approved; no silent assumption.

Qualification funnel

Show every reduction from 9,816 to the top 10%.

The raw universe stays downloadable while each successive stage records why locations are merged, held, excluded, verified or advanced. Only verified Pass records enter formal ranking.

01 · Discover

9,816 Raw Locations

Named public-source automotive, tire and service locations across the approved lanes plus Louisville hold.

02 · Consolidate

Companies / Chains

Merge duplicate places and roll locations into parent/operator groups without losing store count.

03 · Activate

Anchor Selected

Confirmed SATS or approved GF anchor; Louisville remains held.

04 · Route

Road Eligibility

Frozen driving-road route for singles/small multi-units; recorded chain exceptions only.

05 · Reconcile

Sun History / Dedupe

Known, rejected, acquired, contacted and duplicate records retain visible treatment.

06 · Verify

Critical Gates

Ownership, sales mix, used tires, site, facilities, demographics and physical evidence.

07 · Qualify

Verified Pass Pool

Every critical gate known and passing with adequate confidence.

08 · Prioritize

Top 10% + Other 90%

Decision-ready priority list with the complete remaining work product still downloadable.

No stage-count outcome beyond raw discovery is claimed yet. Company consolidation, route measurement, Sun-history matching and gate review will determine each subsequent count.
Parallel trial

Sun manual vs Helix.

Both teams hunt the same activated territory-and-anchor universe. Comparison begins only after anchors, measured road-mile cohort, source window and review labels are frozen.

Trial laneSun manual huntHelix parallel screenComparison rule
InputsNormal Sun process in the activated territory/anchor cohortSame ≤30-road-mile universe, same window, agreed sources and Sun historyProposed anchors/markets ready; Sun history load pending
Candidate listSun-reviewed list with dispositionsGate explanations, Watch queue, Pass pool and top decileCanonical operator/site matching before overlap count
Quality reviewSun labels pursue / verify / reject / knownHelix evidence and rule-level rationaleSun’s final label controls trial ground truth
TimingTrack reviewer effort under normal workflowTrack review effort for the same cohortMeasure elapsed and hands-on review time consistently
List overlapPending · no cohort
Credible net-new candidatesPending · no review
Obvious false positivesPending · no review
Precision @ 10%Pending · no labels
Review time savedPending · no baseline
No live results are shown. Any numeric performance claim before identical markets, source data and Sun reviewer outcomes are loaded would be misleading.
Resolved for beta

Defaults approved for the trial package.

  • 35-location approved anchor set10 Ohio, 7 North Carolina, 15 Florida East Coast, 1 Chattanooga and 2 Nashville-area current-store anchors, each with stable ID, address, coordinates and public source URL.
  • Ohio: Central Ohio / Columbus–Licking CountyUse the mapped Columbus-area and Newark/Heath footprint as the initial statewide-lane cohort.
  • North Carolina: Piedmont TriadUse High Point, Winston-Salem, King, Liberty, Madison, Stokesdale and Summerfield. Wilmington remains legacy research, not the beta definition.
  • Florida East Coast: Northeast Florida through VolusiaUse the Yulee/Callahan–Jacksonville–St. Augustine–Palm Coast–Ormond Beach corridor, including adjacent interior anchors for route testing.
  • City-anchor treatmentChattanooga: 3886 Hixson Pike. Nashville: Hendersonville and Murfreesboro. Louisville: hold small operators until an approved nearby/GF anchor exists.
  • Beta status taxonomyPass; Watch / Verify; Exclude; Known / Already Reviewed; Otherwise Qualified — Used Tire Sales.
  • Evidence and routing protocolDriving-road miles only, one frozen routing provider per cohort, source hierarchy from Sun/internal records through authoritative public evidence, with unresolved gates remaining Watch / Verify.
Chris feedback applied

Calibration records now carry final dispositions.

These records stay visible so the screen learns from known outcomes, but they are no longer presented as viable recommendations.

Exclude

Lawson & Son

Former gas station, poor curb appeal, only 3 bays plus 2 outdoor lifts. Fails the physical profile and outdoor-lift rule.

Exclude

Simpson’s Auto Repair

Hidden behind and below Titan Motoring, not visible from the road, with dead-end access. Fails visibility/access fit.

Known / Already Reviewed

Wilson Tire & Auto

Already on Sun’s list and previously reviewed but not pursued. Retained as known/gray history—not a net-new target.

Disposition language

Every record has a visible treatment.

Fit score and confidence remain separate from gate status. A score never rescues a confirmed disqualifier.

Pass

All critical gates verified passing; eligible for pass-pool ranking.

Watch / Verify

No confirmed failure, but one or more critical facts are unresolved, conflicting or stale.

Exclude

Confirmed hard-gate or strategic failure; retained with the reason.

Known / Already Reviewed

Audit/dedupe record removed from active net-new ranking.

Otherwise Qualified — Used Tire Sales

Confirmed current used-tire seller that otherwise fits; visible but withheld from recommendations/top 10%.

Beta operating defaults approved.

Provide Sun history and resolve Louisville/GF treatment; then freeze the approved road-mile universe and run both hunts independently.