Key Terms

Amount	Target $3 million (max $5 million upon securing the right strategic partner).
Pre-Money Valuation	$15 million
Post-Money Valuation	$18 million to $20 million
Revenue Multiple*	8.8x
EIS Eligible (UK Investors)	Yes
Security Type	Preferred Equity
Liquidation Preference	1x non-participating
Pro-Rata Rights	Yes - Standard
tag Along/Drag Along Rights	Yes - Standard
Board Seat Offered	Upon request for investments of $1M
Information Rights	Monthly financial and performance updates
Conversion Rights	Convertible into ordinary shares on a 1:1 basis
Anti-Dilution Protection	Broad-based weighted average
Minimum Investment	$250,000 (or £10,000 for UK-based investors under ASA)
Closing Date	Rolling close, final close on or before 1 August 2025

** Revenue Multiple is based on the pre-money valuation divided by our most recent month’s revenue, annualised.*

Use of Funds Breakdown

Use of Funds	Allocation	Details
Growth & Marketing	70%	Drive customer acquisition, expand into new markets (incl. UAE), and scale funded accounts.
Product Development	20%	Launch new alternative investments and investor tools tailored to client needs.
Regulatory & Legal	10%	Cover compliance, licensing, and legal requirements across current and new markets.

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Overview of the Altify Investment Process

Here’s a quick guide to how the investment process works, tailored to both UK-based EIS investors and standard equity investors:

Step 1: Register Your Interest

Start by completing this form, letting us know how much you'd like to invest. This helps us prepare the right agreement for you:

UK-based EIS investors will receive an Advanced Subscription Agreement (ASA)
Other investors will receive a standard Term Sheet

We'll send your agreement via DocuSign for review and signature.

Note: Completing the form is non-binding. It simply signals your interest in purchasing equity in Altify at a later date.

What’s an ASA?

An ASA (similar to a SAFE) lets you invest now, with shares to be issued later—usually at the time of a future funding round. It’s commonly used for early-stage investments and allows us to move quickly while keeping things simple.

Step 2: Sign & Transfer

Once you’ve reviewed and signed your Term Sheet or ASA, you’ll need to transfer your investment to the Altify bank account within 5 business days. Banking details will be shared in the agreement.

Step 3: Equity Conversion

All ASAs will convert into equity on or before 1 August 2025, or sooner if we hit our $5 million fundraising target early. This gives us enough time to finalise all paperwork and wrap up the round properly.

Step 4: Share Certificates & EIS (if applicable)

After the equity conversion:

Our company secretary will issue your share certificate
If you're an EIS investor, they’ll also issue your EIS certificate

Once we have these documents, we’ll send them to you via email.

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https://docs.google.com/document/d/1vBH8d8AI_B8Gf5DVowabGGBbKMpgVzBix9XBVoiI5Tw/edit?usp=sharing