A fully regulated investment platform making investing in private market alternatives as easy as buying Apple shares.

🌐 https://www.altify.app/ 🏒 Fintech πŸ’« Raising $5M 🎫 Pre-Series A Round 🎯 Type: B2C & B2B
πŸ“Ά 75K+ Users πŸ“Š $1.4M TTM Revenue πŸš€ Scale-Up Stage ▢️ Formed: Dec 2023 βœ… EIS Approved (UK investors)

<aside> ⚑ We’re on the lookout for mission-aligned investors to support us on our journey. If you have any further questions, please email [email protected] or schedule a call here.

</aside>

Investment Round


[Pitch Deck](https://periwinkle-catmint-10a.notion.site/Pitch-Deck-1c34d7de42c181a9a990dd9d27ac8d08)

Opportunity

Mission, Vision & Values

Metrics Dashboard

Financial Model

Financial Forecasts

Market Size Analysis

Cap Table

Team

Board & Advisors

Shareholder References

Competitor Analysis

Funding History

Inv. Terms & Term Sheet

Valuation Analysis

Disclosures

Investor FAQ

Legal


Corporate Structure

Company Registration

Shareholder Agreement

Memorandum of Association

Articles of Association

IP Assignment

Regulatory

Financial Statements

EIS Advance Assurance

ESOP

Insurance & Regulatory Capital

Annual R&D Cash Grants

Tax Certificates

Advisor & Founder Contracts 🟠

Employment Contracts 🟠

NED LoA 🟠

Commercial


Strategy

Employees & Hiring Plan

Target B2C Customers

Corporate (B2B) Division Overview

Growth Plan

Product Demo

Altify Demo Account

Commercial Agreements

News

System & Security

Business Roadmap 🟠


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Executive Summary

Overview

Altify is a regulated investment platform giving everyday investors access to private markets once reserved for the ultra-wealthy. We offer tokenised, institutional-grade opportunities across private credit, digital assets, and more β€” all via a seamless web and mobile app.

With $1.4M in TTM revenue (break-even), 75,000+ users, and our own proprietary tech we deliver accessible low-cost investing in alternatives without the friction.

Mission

To make investing in high-growth tokenised private market opportunities as effortless as buying stocks.

Why?

Because private markets have been out of reach for most β€” too complex, too closed off, and too illiquid.

Tokenisation changes that. It gives us the technology to break open access, strip out complexity, and give everyday investors the same wealth-building opportunities the top 1% have had for decades.

Management Team

Altify is led by second-time founder and CFA Charterholder Sean Sanders, backed by a seasoned executive team with experience at MetaMask, Bank of America, and RBS.

The team has worked together for over five years, combining deep expertise in fintech, capital markets, and tech development to scale a category-defining platform. Their shared track record includes launching regulated products and building scalable tech from the ground up.

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Business Model

We run a hybrid model serving both retail investors (D2C) and institutional (B2B) clients.

D2C: 70% of total revenue comes from D2C activities with our 75,000+ individual investors.

B2B: 30% of total revenue is generated from B2B activities β€” we offer bespoke OTC services, regulatory support, and market-making across 50+ crypto pairs.

Target Market

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We primarily targets self-directed investors aged 30–55, earning $25k–$200k annually, with $25k–$1m in investable assets. They’re tech-savvy, growth-focused, and underserved by traditional wealth managers. Geographically, we focus on emerging markets across Southern Africa and the broader MEA region, and soon the UAE. These investors want accessible, digital-first platforms to diversify beyond the stock market.

Sales & Marketing Strategy

Our growth strategy blends referrals, education, and promotions. Our Altify Rewards programme drives referrals and engagement, with over 6,000 referrals and a 30% conversion rate.

Paid sponsored content and podcast partnerships boost visibility, driving thousands of sign-ups.

Fee-free and risk-free promos ease onboarding. We’re expanding into live events, Google Ads, and financial partnerships to reach high-value clients.

Competitors

Our competitors are private client divisions at investment banks and financial advisors. We outcompete them on fees, autonomy, and our fully digital investing experience.

Globally, there are similar private market investment platforms like Moonfare, Yieldstreet, and Arta. They offer access to exclusive investments but often require high minimums and lack the seamless, mobile-first experience we provide. While they cater to high-net-worth individuals, we focus on making private markets accessible to everyday investors through low entry points and a simplified, digital experience.

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