BizDealRoom Investment Information Memorandum
CONFIDENTIAL AND EXCLUSIVE TO SUBSCRIBERS, CUSTOMERS & QUALIFIED PARTIES.
BizDealRoom.com Australia's premier self-service platform for business sales, franchise sales, and professional investor matchmaking, presents a compelling investment opportunity.
Operated by Mentored Business Sales International Pty Ltd, we are raising AUD$1,000,000 to accelerate our expansion into the retail investor market. Our platform is already equipped with full crowdfunding capabilities, requiring no additional technical development.
This Confidential Information Memorandum ("Memorandum") has been prepared exclusively for qualified parties, including existing subscribers and customers who have demonstrated familiarity with the operations of BizDealRoom.com ("Platform"), operated by Mentored Business Sales International Pty Ltd ("Company"). The purpose of this Memorandum is to enable recipients ("Recipients") to conduct an independent evaluation of the Company prior to making any investment decisions. This document contains proprietary information and is intended solely for the use of its Recipients.
Choose between;
- fixed income option offering 18% annual returns with monthly payments, or
- become a shareholder at our current $5.2M valuation with potential for 5x to 6.5x returns as we target a $26M-$34M valuation within three years.
This presentation outlines our unique investment proposition, company history, and growth strategy. Join us in shaping the future of business investment in Australia.
Disclaimer
The information contained in this information memorandum and any other verbal or written information given in respect of Mentored Business Sales International on behalf of BizDealRoom.com ("Information") is provided to the recipient ("you") on the following conditions. The director, Matthew Holland or any its officers, employees, or consultants ("we, us") make no warranty or guarantee as to the returns.
All visual images (including but not limited to plans, photographs, specific productions, and artist impressions) are indicative only and are subject to change. Any measurement noted is indicative and not to scale. All outlines on photographs are indicative only.
The information does not constitute, and should not be considered as, a recommendation in relation to the investment in the business or property or a solicitation of the investment.
You should satisfy yourself as to the accuracy and completeness of the information through your own inspections, surveys, enquiries, and searches by your own independent consultants, and we recommend that you obtain independent legal, financial, and taxation advice.
Interested parties will be responsible for meeting their own costs of participating in the investment process for the business or property.
No person is authorised to give information other than the information in this document, and any statement or representation by an officer, agent, supplier, customer, relative, or employee of the vendor will not be binding on the vendor or us.
To the extent that any of the above paragraphs may be construed as being a contravention of any law of the state or the Commonwealth, such paragraphs should be read down, severed, or both, as the case may require, and the remaining paragraphs shall continue to have full force and effect.
Conditions of Issue
This memorandum is supplied on the following conditions, which are expressly accepted and agreed to by the recipient in part as consideration for the supply of the memorandum, as evidenced by the recipient's retention of this document. If these conditions are not acceptable, the memorandum is to be returned.
- Independent Review. This memorandum does not purport to contain all of the information that may be required to evaluate an investment in Mentored Business Sales International Pty Ltd as the manager of the trading platform AllbizDealRoom.com. Intending investors and their respective advisors should conduct their own independent review, investigation, and analysis of the business listing and the information contained in or referred to in this document.
- Disclaimer of Representations and Warranties. Neither the director(s), the company, the consultant, nor the partners and employees of the consultant, nor their respective subsidiaries or associated companies or businesses, shareholders, directors, partners, or offices (collectively the "Beneficiaries"), make any representation or warranty, express or implied, as to the accuracy, reliability, or completeness of the information contained in this memorandum or subsequently provided to the recipient by any of the beneficiaries.
- Exclusion of Liability. Except to the extent that liability under any law cannot be excluded, the beneficiaries shall have no liability arising in relation to the information contained in this memorandum or in any other way for errors or omissions (including liability to any person by reason of negligence).
- Estimates and Projections. The estimates and projections in this memorandum rely heavily on subjective analysis and judgement, which may or may not be accurate. There are typically discrepancies between forecasts and actual outcomes, and events frequently deviate from expectations.
- Independent Review of Assumptions. The recipient, any intending investors, and their respective advisors should conduct their own independent review of the assumptions, calculations, and accounting policies underlying the estimates and projections. The beneficiaries may update or supplement this information at their sole discretion and without any obligation to do so. The provision of any additional information is subject to these terms and conditions.
- Term Sheet and Investment Agreement. This memorandum, including any update or supplement to this document, does not and will not form part of any term sheet or investment agreement that may result from the review, investigations, and analysis of the company by the recipient, intending investors, and/or their respective Any agreement for the investment in the company will contain any and all information, representations, and warranties upon which the recipient or any other intending investor should rely.
- Acknowledgement of Non-Reliance. The term, sheet or formal investment agreement, will also contain an acknowledgement by the recipient that it has not relied on any representations or warranties by any of the beneficiaries in entering into the agreement other than any representations and warranties set out in the agreement itself.
- The company reserves the right to evaluate any offers and to reject any and all offers submitted without giving reasons. The beneficiaries shall not be liable to compensate the recipient or any intending investors for any costs or expenses incurred in reviewing, investigating, or analysing any information in relation to the company, whether in making an offer or otherwise. The information in this memorandum is provided to the recipient only as a matter of It does not amount to a recommendation, either expressly or impliedly, with respect to the purchase of the company.
- The recipient agrees by receiving this memorandum that it shall not copy, reproduce, or distribute to others this memorandum, whether in whole or in part, without the prior written consent of Mentored Business Sales and Services Pty Ltd trading as Allbiz Deal Room.
- The information in this memorandum may not be appropriate for all persons, and it is not possible for the beneficiaries to have regard to the investment objectives, financial situation, and particular needs of each person who reads or uses the information in this memorandum. Before acting in reliance on the information in this memorandum, the recipient should check its accuracy, reliability, and completeness and obtain independent and specific advice from appropriate experts.
- Under no circumstances should prospective investors contact staff or employees.
Investment Options
Choose between our fixed income option offering 18% annual returns with monthly payments or become a shareholder at our current $5.2M valuation with potential for 5x to 6.5x returns as we target a $26M-$34M valuation within three years.
Fixed Return Shareholder Option
A. 18%
Annual Return
Paid monthly at 1.5% + an option to convert to equity at a 30% discount
B. $5.2m
Pre Money Valuation
Become a shareholder today at the current valuation.
2-5
Year Term
Repaid in 2-5 years, with an option to convert to equity at a 30% discount.
0-5
No Fixed Term
Shareholders maintain full flexibility with no fixed investment term or mandatory holding period.
—
Fixed Investment Minimum
$25,000
—
Shareholders Equity Minimum
$50,000
Target Business Valuation
Target Valuation based on low-range targets of $3 million in average settlements monthly
Millions
Note: 2027 target valuations are based on the current actual monthly settlements and incorporate 80% or more of those sales in-house vs. outsourcing 100% to deal managers.
Important: Our target valuation reflects projected business performance based on current revenue, growth metrics, and market conditions. While we are confident in our projections, actual future valuations will depend on market conditions and business performance.
Table of Contents
- A Message from the Founder
- Executive Summary
- History and Key Business Milestones
- Typical Customers
- Meet the Team
- SWOT Analysis
- Our Products or Services
- Competitor Analysis
- Roadmap and Growth Opportunities
- Use of Capital
Message from the Founder
Matt Holland
Director and Founder
As the co-founder of Mentored Business and founder of BizDealRoom.com, I am thrilled to present this unique investment opportunity in Australia's premier self-service platform for business sales, franchise sales, and professional investor matchmaking.
My entrepreneurial journey began in my twenties when I sold my first venture—an import wholesale business—for over AUD$1 million. This success was followed by building and selling a logistics operation with 80 employees and later establishing a financial services operation that managed an AUD$1.1 billion loan book, which I successfully sold in 2012 for AUD$5 million.
In 2018, I partnered with financial services pioneer Mark Bouris, founder of Wizard Home Loans and YBR, to establish Mentored Business, combining our extensive expertise in business growth and financial services. Throughout my career, I've demonstrated a consistent ability to identify market opportunities, scale businesses, and create substantial value for stakeholders.
Today, BizDealRoom.com stands at a pivotal moment in its evolution. With our planned expansion into the retail investor market through the strategic acquisition of an Australian Financial Services License (AFSL) with crowdfunding authorisation, we are positioned to revolutionise how everyday Australians access and participate in business investment opportunities. Our platform has already proven its worth, facilitating transactions between AUD$500,000 and AUD$10 million, supported by a network of over 35,000 sophisticated investors.
This investment opportunity represents more than just capital raising—it's an invitation to join us in shaping the future of business investment in Australia.
EXECUTIVE SUMMARY
Overview
Mentored Business Sales International Pty Ltd (BizDealRoom) is raising $1M to expand its successful digital investment platform by acquiring a crowdfunding AFSL, offering investors either a
- fixed 18% p.a. return or
- Become a shareholder today at our current $5.2M valuation with significant growth potential ahead. Our three-year targets project a valuation range of $26M to $34M, representing a potential 5x to 6.5x return on investment.
2. Executive Summary
Company Overview
BizDealRoom is Australia's leading self-service platform for business sales, franchise sales, and professional investor matchmaking. Founded in 2018 as a 50/50 partnership between Matt Holland and Mark Bouris (founder of Wizard Home Loans), the company facilitates transactions ranging from AUD$500,000 to AUD$20 million.
Business Model
The company generates revenue through two primary streams:
- Listing and deal preparation fees covering all administrative and marketing costs
- Success fees of 6.6% on completed transactions (e.g., AUD$300,000 on a AUD$5M deal)
Growth Strategy
BizDealRoom is pursuing two strategic initiatives to drive significant growth:
- Internalising deal management operations to retain 85% of the $180k - $300k monthly success fees
- Expanding into the retail crowdfunding investor market
Investment Opportunity
- Raising: AUD$1,000,000
- Current Valuation: AUD$5.2M
- Target Valuation: AUD$26M-34M (within 3 years)
Investment Terms
- Fixed Return: 18% per annum (1.5% monthly)
- Term: 2-5 years
- Conversion Option: After 2 years at 30% discount to valuation
- Alternative: Immediate equity at current valuation with 5x-6.5x potential return
Capital Allocation
- AFSL Acquisition: AUD$300,000 - $500,000 (acquisition of existing business operations)
- Stakeholder Restructuring: AUD$300,000
- Working Capital: AUD$200,000
Market Position
- Established platform serving 35,000+ sophisticated investors
- Positioned for expansion into the retail investor market through crowdfunding
- Strategic shift to internalise 80% of deal management by 2025
- Monthly transaction volume target: AUD$3M-5M
This investment opportunity represents a strategic expansion of an established platform in Australia's business sales and investor matchmaking market, with clear pathways to value creation through operational optimisation and market expansion.
Company History and Milestones
1
2018-2020: Foundation Phase
Rapid development and market positioning. Established unique approach to business sales and investments. Built foundational technology infrastructure and cultivated initial investor and business owner network.
2
2020-2022: Strategic Pivot
Matt Holland acquired majority ownership. Shifted focus from traditional business sales to SME investments. Developed partnerships strategy.
3
2023-Present: Growth and Expansion
Consistent 45% year-over-year revenue growth. Expanded network to 35,000+ sophisticated investors. Preparing for retail investor market entry.
Key Metrics and Market Position
Investor Network
35,000+ sophisticated investors
Transaction Range
$500,000 - $10 million
Annual Growth
45% year-over-year revenue increase
Projected Transactions
$60 million+ annually
BizDealRoom has established a strong market position in the AUD$500,000 - AUD$20 million segment, with a 6% success fee generating significant revenue. Our proprietary digital infrastructure and experienced management team give us a competitive edge in the market.
SWOT Analysis
Strengths
Established platform with proven track record, large investor network, proprietary digital infrastructure, experienced management team, strong market position, and consistent revenue growth.
Weaknesses
Current regulatory limitations for retail investors, focus on higher-value transactions may limit volume, and key personnel dependencies.
Opportunities
Expansion into retail investor market, potential for increased transaction volume and revenue, and growing demand for alternative investment options.
Threats
Regulatory changes, increased competition in the digital investment space, and economic fluctuations affecting SME valuations and investor confidence.
Growth Strategy and Use of Capital
1
2
3
4
1
AFSL & Other Business Acquisition
$300,000 - $500,000 for acquisition or application of our own AFSL
2
Stakeholder Buyback
$300,000 for organisational alignment
3
Business Development
$100,000 for market expansion
4
Working Capital
$200,000 for operational scaling
Our growth strategy focuses on expanding into the retail investor market through the acquisition of an AFSL with crowdfunding authorization. This will allow us to tap into a broader investor base and increase transaction volumes significantly.
Investment Opportunity Summary
A. Fixed Returns
18% per annum fixed return, paid monthly at 1.5% with a minimum of 2 years and up to 5 years.
B. Shareholder
Become a shareholder at our current $5.2M valuation with potential for 5x to 6.5x returns as we target a $26M-$34M valuation within three years.
Equity Conversion Option
Even with our fixed return option, you'll have the option to convert to equity after two years at a 30% discount to the valuation.
Growth Potential
Opportunity to participate in the expansion of Australia's leading business investment platform
Join us in revolutionising business investment in Australia. With our proven track record, strategic growth plan, and attractive investment terms, BizDealRoom offers a unique opportunity to be part of the future of SME funding and investment.
Business Financials
Our self-sustaining financial structure sets us apart: upfront listing fees cover operational costs, while advertising partnerships offset backend expenses. This means success fees flow directly to our bottom line, driving exceptional profit margins and predictable cash flow.
Examples
By bringing 80-85% of deal management in-house, we'll capture an additional $2.52M in annual profits—transforming current outsourcing costs directly into bottom-line growth.
$3.26m
Current
$2.52m paid to deal consultants
$4.34m
In-house Sales Team
$3.6m retained by BizDealRoom
$6.52m
In-house + Deal managers
$3.88m retained by BizDealRoom
Investment Process Summary
1
Fill out the Investment Application
Secure your opportunity today: Complete our investor expression of interest form to join our rapidly scaling investment platform
2
Agreement Issued
Upon acceptance, you'll receive your formal investment documentation within 48 hours to finalise your position.
3
Review and Sign Agreement
We encourage you to review the investment terms thoroughly and seek advice from your financial, legal, or tax professionals before finalising your commitment.
4
Deposit Funds
Deposit funds into the designated account via your financial institution or online banking platform. Include your full name in the transaction's reference ID.
5
Settlement
Upon receipt of funds, we'll finalise your investment within 5 business days—either issuing your equity shares or confirming your fixed-income position—and provide immediate confirmation documentation.
Contact Information and Acknowledgements
Thank you for considering joining Mentored Business and the BizDeaLRoom.com platform. We look forward to welcoming you as a valued investment partner.
Our Office
Registered Office
Mentored Business Sales International Pty Ltd 1B, Level 16/56 Pitt St, Sydney NSW 2000
Legal Information
© 2024 Mentored Business Sales International Pty Ltd (ABN 22 630 390 475) on behalf of BizDealRoom.com (The Platform) All rights reserved.
ACN 630 390 475
Important Notice: This document is confidential and was prepared by Mentored Business Sales International Pty Ltd solely for the information of the person to whom it has been delivered. The information contained herein may not be reproduced or used in whole or in part for any other purpose.