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Thoughtful Fund One
ESVCLP Investor Presentation

The Opportunity
Invest in Thoughtful's groundbreaking AI Collective Ecosystem

Target: AUD$10M fund for 300%+ returns in 5-7 years

Exclusive access to a portfolio of 50+ AI, automation, lowcode and agentic technology assets with a total pre-money valuation of AUD$132.5M through an innovative venture studio approach that dramatically reduces costs and accelerates growth.

Key differentiators

Venture Studio Model - Innovation Factory

Active role in building companies with shared resources

Agentic AI-Augmented Operations

50% reduction in operational costs

Protected IP Structure

Unique trust structure enhances protection

Tax-Advantaged Returns

ESVCLP structure offers tax-free returns

Clear Exit Pathway

Dedicated Listed Investment Trust (LIT) on ASX

Experienced Advisory Committee

Balanced team with complementary expertise

Transforming the Future of Work

Three Portfolio Examples Reshaping How We Work:

Grantedâ„¢
Revolutionizing Funding Access

  • Automates grant sourcing and application processes
  • Identifies relevant funding opportunities businesses typically miss
  • Democratizes access to billions in available grants
  • Creates new capital pathways for SMEs and startups

iProtectâ„¢
Transforming IP Management

  • Streamlines analysis, protection, registration, and management of IP
  • Reduces time and cost of protecting valuable intellectual assets
  • Makes sophisticated IP strategy accessible to early-stage companies
  • Addresses critical needs in the $20B+ global IP services market

Tax Agent Wizardâ„¢
Redefining Compliance Work

  • Creates automated workflows for tax practices
  • Reduces complex compliance tasks from days to minutes
  • Already generating significant efficiency for accounting firms
  • Targets the $500B+ global tax compliance industry

Our portfolio isn't just investing in technology—it's reshaping how humans work, create, and build businesses.

Portfolio Snapshot - Our Innovation Factory

53 Assets Across Three Growth Stages

Mature (Revenue Generating)

  • Amplifier: Low-code app platform with 20,000+ apps, $2M ARR, Google Cloud partnership
  • EarthPay: Electronic fare collection with 50% market share in SA taxi industry, $1M ARR
  • Wavin Technologies: Contactless ID system with patent protection, cashflow positive
  • Property Plus: PropTech platform with $1B+ commercial real estate transactions

Growth Stage (Market Validation)

  • &AI: Foundation proprietary AI Agentic system powering multiple portfolio assets
  • Legal Read: Contract analysis system proven in commercial use
  • Clever: AI marketing agency generating campaigns for multiple assets
  • PayBrain: Peer to Peer wallet system already in use in global transport systems


Early Stage (Production Ready)

45+ additional assets ready for commercialization and market expansion

IP-protected technologies spanning business operations, marketing, compliance, healthcare

The ecosystem above also creates shared services and collective intelligence enhancing value across all stages

Our factory approach: mature assets generate revenue while accelerating the growth of earlier-stage assets

The Innovation Factory Model

1

Idea Factory

Develop novel AI and low-code technologies

2

Trust Creation

House IP in protected structures

3

Fund Investment

Purchase up to 20% ownership

4

Acceleration

Deploy capital and shared resources

5

Exit

Transaction into LIT or strategic sale


Investment Strategy & Capital Allocation

1
1

Platform Companies

6 companies (37.6% of investment)

2
2

Technology & Development

7 assets (16.4%)

3
3

Business Operations

16 assets (22.5%)

4
4

Legal & Compliance

4 assets (5.6%)

5
5

Marketing & Sales

5 assets (7.0%)

6
6

HR & Other Applications

8 assets (7.5%)

7
7

Healthcare Applications

7 assets (6.6%)

Total Portfolio Value: AUD$132.5M pre-money / AUD$137.825M post-money

Experienced Advisory Team

Adam Friedman

Founder & General Partner

  • 30+ years scaling startups and commercialising technology
  • Raised over AUD$10M from high-profile investors
  • Created world-first technologies used by tens of thousands globally

Ari Meyerthal

Global Business Development Specialist

  • 22+ years leading business growth across multiple markets
  • Expertise in capital raising and strategic partnerships
  • Track record of successful technology commercialization

David Werdiger

Family Office Principal & Venture Investor with extensive exits

  • Founded and exited multiple successful technology companies
  • Family office principal with extensive venture investment portfolio
  • Guest lecturer at Harvard Business School on business transitions

Projected Returns

3x+

Target Returns

Over 5-7 years

$5M

Year 1 Projected Exit Value

$14M

Year 2 Projected Exit Value

$16M

Year 3 Projected Exit Value

$35M

Total Projected Exit Value

Track Record

Amplifier Corporation

  • Patented low-code app development and distribution platform with 20,000+ apps created by global brands
  • $2M Annual Recurring Revenue, cashflow positive
  • Strategic partnership with Google Cloud
  • Growth from $6M to $20M valuation (333% increase)
  • Expected to reach $50M+ valuation within 24 months
  • SaaS, PaaS and Enterprise App Development
  • Providing development services to the Thoughtful Group

EarthPay/SAPay

  • Electronic fare collection system with 50% market share in SA taxi industry
  • $1M Annual Recurring Revenue with established partnerships
  • Initial investment of $1M to current valuation of $22M (8.8x)
  • Signed term sheet for $5M foreign investment
  • Partners include National Taxi Alliance, ABSA Bank, ShopRite, ABSA Life, ENGEN

Investment Structure & Options

1

Initial Investments

AUD$5.325M (53.25%)

2

Follow-on Reserve

AUD$2.675M (26.75%)

3

Operations Budget

AUD$1M (10%)

4

LIT Setup Budget

AUD$1M (10%)

Early Investor Option

  • Minimum: AUD$500,000
  • Benefit: 25% discount on $10M round
  • Percentage: 1.33% of fund units per $100K investment
  • Seat at the table for future opportunities


Standard Investment

  • Minimum: AUD$250,000 (Sophisticated Investors s708 classification)
  • Tax Benefits: Tax-free returns (ESVCLP structure)
  • Management Fee: 2.0% p.a. initially, 1.5% p.a. thereafter
  • Performance Fee: 20% above 8% hurdle rate

Market Opportunity

Low-code/No-code Development

Market expected to reach AUD$187B by 2030 (31.1% CAGR)

Artificial Intelligence

Global market projected to reach USD$1.8T by 2030 (37.3% CAGR)

Digital Payments

Global market to reach USD$14.8T by 2027 (11.8% CAGR)

Identity Management

Global market to reach USD$34.5B by 2028 (13.7% CAGR)

Next Steps

Register your interest

Investor Qualification Process

Due Diligence

Capital Commitment

Contact: Adam Friedman, General Partner adam@thoughtful.fund +61 411 122 888

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