Capital Raising Partner — Profsee
profsee™
Confidential

Seeking a capital-raising partner

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Seeking a capital-raising partner

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.

Capital raise overview

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.

$20M
Current raise — ADI approved
$100M+
NZD future raises pipeline
3–5 yrs
Rollup deployment horizon
Structure
Equity or hybrid capital (flexible)
Mandate
One or more capital-raising partners — no retainer basis for initial and future raises
Success fees
7%
up to $5M
5%
to $10M
4%
to $20M
3%
to $50M
1.5%
to $100M

Registration of interest

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