Are you a Thoughtful Investor?

Are you a Thoughtful Investor?
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:
Granted™
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
iProtect™
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 Wizard™
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
Phillip Hunt
Financial Compliance Expert 
25+ years in financial services compliance and regulation
Current Australian Financial Services License holder
Specialized expertise in ESVCLP structures, trusts and requirements
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