Assetly Stakeholder Portal

Assetly is building a ‘compound startup’ and next generation wealth management ecosystem utilising AI, and targeting the AU$1 trillion dollar Australian self-managed super fund (SMSF) industry

Introduction

Documents

Videos

Products

Audio

Book Meeting

Expression of Interest

Partners

Contact

FAQ

Articles

Introduction

Seed Round

Raising AU$2,500,000

AU$1,500,000

Minimum Threshold

AU$530,000

35% of Minimum Threshold reached

AU$970,000 remaining

9

Investors

AU$25,000

Minimum Investment

Assetly is developing an innovative Self-Managed Super Fund (SMSF) platform in Australia, offering user-friendly, feature-rich, and cost-effective solutions for SMSF trustees and investors.

Leveraging modern technology, the platform streamlines SMSF administration, compliance, money management, and investments into an all-in-one solution that addresses multiple market pain points.

As a ‘compound startup’, Assetly is building multiple deeply integrated products within the same application. The interconnected nature of the products leads to synergies and a network effect, where the value of each product increases as more products and users are added, essentially creating a compounding effect for growth.

This strategy is relatively unexplored due to conventional wisdom advising founders to ‘focus on one thing’. However, we predict this strategy will win the market.

Introduction

Assetly is developing an innovative Self-Managed Super Fund (SMSF) platform in Australia, offering user-friendly, feature-rich, and cost-effective solutions for SMSF trustees and investors.

Leveraging modern technology, the platform streamlines SMSF administration, compliance, money management, and investments into an all-in-one solution that addresses multiple market pain points.

This strategy is relatively unexplored due to conventional wisdom advising founders to ‘focus on one thing’. However, we predict this strategy will win the market.

Seed Round

Raising AU$2,500,000

AU$1,500,000

Minimum Threshold

AU$530,000

35% of Minimum Threshold reached

AU$970,000 remaining

9

Investors

AU$25,000

Minimum Investment

Documents

Assetly Overview

An overview about Assetly, the problems it solves, the products, technology and summarised company information.

Constitution

Assetly Group Limited’s unlisted public company constitution as registered with ASIC.

SAFE Agreement

Find our standard Simple Agreement for Future Equity (SAFE) agreement template for your reveiw.

Information Memorandum

Assetly is offering equity in its Seed Round, raising a minimum of AU$1.5m and a maximum of AU$2.5m.

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Book Meeting

Meet the Chief Executive Officer

30 minutes

As the founder of Assetly, Alessandro is leading the development of a compound startup targeting the Australian SMSF sector. Following extensive strategic planning, the business has now moved into its execution phase and he is actively seeking investors and partners who share his vision for the future.

Meet the Chief Investment Officer

30 minutes

As co-founder of Assetly, David is keen to meet with potential investors to discuss how Assetly is pioneering investment technology through algorithmic, quantitative, and AI-driven workflows, transforming the future of wealth management and unlocking portfolio growth potential.

Expression of Interest

This Expression of Interest is a non-binding declaration by you confirming your intention to invest into Assetly Group’s Seed Round.

Important Note

This Expression of Interest is neither an offer to invest, nor an application to invest. Due to limited placements available, once the form is submitted, an investment in the Seed Round may only proceed on the basis of a personal invitation and completion by the applicant of an application form issued by Assetly Group Limited.