The Investor wishes to receive certain confidential information relating to Profsee Limited ("Profsee") for the sole purpose of evaluating a potential investment (the "Purpose"). Profsee agrees to provide such information only on the terms of this Agreement.
"Confidential Information" includes all information provided by Profsee, whether in the Information Memorandum or otherwise, that is not publicly available. This includes financials, business plans, strategy, intellectual property, customer information, and any discussions relating to the investment.
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This Agreement remains in force for three (3) years from the date of signing.
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Profsee Limited, approved by the NZ Government as an Acceptable Direct Investment (ADI) to raise $20M, is seeking a capital-raising partner.
Profsee is a leading solution provider in New Zealand's highly regulated $4.9 billion financial advice sector and is rolling up books of recurring revenue (trail).
The selected capital-raising partner will receive priority consideration for future raises as the rollup scales toward $100M+ NZD in deployed capital over three to five years. Exclusivity for raisers will be considered by region.
Profsee is seeking investment to fund the next stage of its acquisition program, purchasing books of recurring trail revenue in New Zealand's $4.9B financial advice sector.
Dennis Murray: dennis.murray@profsee.com | Phone +64 294 843 678
© 2026 Profsee Limited NZBN 9429050226863, 72 Taharoto Road, Takapuna, Auckland, New Zealand. www.profsee.com