Partner Presentation • January 2026

Home Equity, Unlockd.

A strategic proposal to pivot from Equivest.AI's two-sided marketplace to Unlockd's simpler, more scalable, and higher-valuation infrastructure play.

Current

Equivest.AI

Proposed

Unlockd

Scroll to explore the opportunity

The Core Insight

Australians are
Asset-Rich.
Cash-Poor.

The average Australian household has $1.44M in dwelling wealth, yet faces rising income volatility and limited access to their own equity without taking on more debt.

Wealth Trapped in Property

$9.2T

in residential property equity across Australia—largely inaccessible without traditional refinancing or selling.

40%

of household wealth locked in homes

6.7M

owner-occupied properties

The Macro Tailwind

The Storm That's Coming.

AI will reshape the workforce. Millions will need a bridge—not a bailout.

🤖

40%

of jobs exposed to AI automation in the next decade

— Goldman Sachs, 2024

🏠

$620K

average Australian mortgage balance—the highest in history

— ABS, 2025

📉

18 mo

average time to find equivalent work after displacement

— McKinsey Global Institute

The Problem:

When income disappears, homeowners face an impossible choice: sell the family home or drown in debt.

Banks won't refinance without income. Credit cards spiral. Savings evaporate. The clock runs out.

The Unlockd Solution:

Access a portion of your equity—no income required. Stay in your home. Buy time to retrain, pivot, or rebuild.

Share a small slice of future appreciation instead of losing everything today.

💡

Unlockd isn't just a product. It's a safety net for the AI economy.

"I was a senior software developer for 15 years. Then my entire team was replaced by AI tools. With a $700K mortgage and two kids, I had 6 months before we'd have to sell. Unlockd gave us 3 years of runway—enough time for me to retrain and land a new role. We kept our home."

— Future customer story (illustrative)

Strategic Choice

Two Paths. One Decision.

Both models tap into home equity, but they operate fundamentally differently.

🏗️

Current Model

Equivest.AI

Two-sided marketplace connecting property developers with retail investors for fractional real estate deals.

Requires sourcing developers AND investors

Complex legal structuring (SPVs, trusts)

Long sales cycles (6-12 months)

High customer acquisition cost on both sides

Linear growth tied to deal flow

Growth Model

Linear • Deal-by-Deal

🔓

Proposed Model

Unlockd

Single-sided platform enabling homeowners to unlock equity through home equity agreements—no new debt required.

Only homeowners to acquire (single-sided)

Standardized agreements, minimal legal friction

Fast time-to-cash (days, not months)

Built-in viral loop (outcome = referral)

Compounding contract book creates recurring value

Growth Model

Exponential • Compounding

Equivest.AI Journey

20 steps
1 Developer sources investment opportunity
2 Initial feasibility assessment
3 Due diligence on developer track record
4 Legal structuring (SPV/Trust setup)
5 MIS compliance review
6 AFSL licensing requirements check
7 Product Disclosure Statement (PDS) drafting
8 Independent valuation reports
9 Risk assessment documentation
10 Platform listing and marketing prep
11 Investor acquisition campaign
12 Investor KYC/AML verification
13 Wholesale investor certification
14 Subscription agreement processing
15 Capital raising period (min. threshold)
16 Escrow and settlement coordination
17 Unit/share issuance to investors
18 Ongoing reporting & compliance
19 Secondary market facilitation
20 Exit/liquidity event management
Time to close: 6-12 months

Unlockd Journey

5 steps
1

Check Eligibility

Enter address, get instant equity estimate

2

AI Verification

Automated property & ownership checks

3

Receive Offer

Clear terms, no hidden fees

4

Sign Agreement

Digital signing, no bank visits

5

Get Funded

Cash deposited to your account

Time to cash: 5-10 days

The Mental Model

Think of it as
"Afterpay for Home Equity."

Afterpay unlocked future income for spending today. Unlockd unlocks existing wealth without creating new debt.

💳

Afterpay

Splits future income into payments, enabling purchases today. Creates new financial obligation.

Unlocks: Future Income

🏦

HELOC / Refinance

Access equity through new debt. Monthly payments required. Credit score dependent.

Unlocks: Debt Capacity

🔓

Unlockd

Converts existing equity to cash with no monthly payments. Settles when you sell or refinance.

Unlocks: Existing Wealth

How It Works

See Your Numbers

Calculate exactly what you'd receive or earn.

🏠 Your Property Details

$
10%
5% 20%
💡

No Monthly Payments

You only repay when you sell or refinance. Live in your home as normal.

What You Get

You're accessing 10% of your home $150,000

This is the portion of equity you're unlocking

Cash deposited to your account

$112,500

No monthly payments. No interest. Just cash.

See fee breakdown
Equity accessed $150,000
Early access cost (25%) -$37,500
Processing fee (3.75%) -$2,250
You receive $112,500
🏡

How repayment works

When you eventually sell your home, 10% of the sale price goes to the investor. That's it — no monthly bills, no interest accruing.

💰

No Monthly Payments

Homeowner lives normally. Settlement only at sale or refinance.

📈

Aligned Incentives

Investor shares in property growth. Both sides win when value increases.

📋

Clear Exit Triggers

Sale, refinance, or end of 10-year term. No ambiguity.

The Strategic Advantage

Why Unlockd Wins

🎯

Single-Sided

Only acquire homeowners. No chicken-and-egg marketplace problem.

🔄

Viral Loop

"I just got $100k from my house" is a story people share.

📈

Compounding

Every contract adds to a growing book that appreciates over time.

Speed to Market

Launch with existing capital. Validate before scaling.

Organic Growth Engine

"I just Unlockd
$100k from my house."

Equivest.AI's story is complex—returns, fractional ownership, SPVs. Unlockd's story is simple, tangible, and shareable.

Fast outcomes (days, not months)

Tangible benefit (cash in hand)

Natural conversation starter

The Referral Flywheel

🏠 Homeowner gets cash

💬 Tells friends & family

👥 Referral applies

🔄 Cycle repeats

Organic CAC reduction through word-of-mouth

Head-to-Head

The Full Comparison

Dimension
Equivest.AI
Unlockd
Market Type
Two-Sided
Single-Sided
Customer Acquisition
Developers + Investors
Homeowners Only
Time to Value
6-12 months
5-10 days
Legal Complexity
High (SPVs, trusts)
Low (standard HEA)
Growth Pattern
Linear
Compounding
Viral Potential
Low
High
Revenue Model
Event-based (deal fees)
Recurring (appreciation share)
Execution Risk
High
Moderate

10-Year Projection

The Value Differential

Compounding contract books vs. event-based deal flow.

Equivest.AI Marketplace
$1.1B

Linear growth tied to deal volume

Unlockd Infrastructure
$2.7B

Compounding contract book appreciates with market

2.5x

Higher valuation potential

$1.6B

Additional value created

Recurring revenue potential

Capital Deployment

The Investor Advantage

Deploy capital into Australian residential property at a built-in discount.

Buy Property Equity At

22-30%

Discount to Face Value

Investors pay $150k for $200k of property equity—instant margin of safety built in.

$9.2T

Addressable market

7-12%

Target IRR

Why Capital Loves This

🏠

Real Asset Backing

Every dollar deployed is secured against Australian residential property—the most stable asset class in the country.

📊

Passive Exposure

No tenants, no management, no maintenance. Pure capital appreciation exposure without landlord headaches.

🛡️

Downside Protection

The 22-30% discount creates a buffer. Property must fall significantly before capital is at risk.

📈

Compounding Portfolio

As deals close, build a diversified book of property-backed contracts that grows with the market.

💰 Capital Raise

One Investor. $10M. 100+ Properties.

Here's exactly how a single $10M commitment gets deployed and what it returns.

💵

$10M

Investor Capital

🏠

$75k

🏡

$120k

🏠

$95k

🏡

$80k

🏠

$110k

🏡

$85k

🏠

$100k

🏡

$90k

🏠

$105k

🏡

$115k

🏠

$70k

+89

more

100+ residential properties across Australia

After 5 Years

Projected Value at Exit

$16.3M

+63% Total Return

~10.3% annualized

$100k

Avg. Deal Size

100

Properties Funded

25%

Avg. Discount

5 yrs

Avg. Hold Period

$10M Deployment → 5 Year Projection

Assuming 4% annual property growth, 25% average discount

Metric Day 1 Year 1 Year 3 Year 5
Capital Invested $10M $10M $10M $10M
Face Value of Equity $13.3M $13.9M $15.0M $16.3M
Paper Gain +$3.3M +$3.9M +$5.0M +$6.3M
Total Return +33% +39% +50% +63%
Annualized IRR 39% 14.5% 10.3%
💡 Day 1 paper gain from 25% discount = instant $3.3M equity

Even with 0% property growth, investor profits from discount alone

We Need

1 Investor

Committing

$10M

To Generate

$16.3M+

Revenue & Valuation

How Unlockd Makes Money

Three revenue streams create a compounding, high-margin business.

💳

Processing Fee

3.75%

Taken upfront from deployment capital on every deal

Example: $100k advance = $3,750 immediate revenue

🏠

Success Fee

1-2%

Percentage of final equity value when property sells

Example: $200k equity at exit = $2-4k success fee

📅

Extension Fees

0.4-0.75%

Annual fee if homeowner extends beyond initial term

Recurring revenue on long-hold properties

📈 The Compounding Effect

Why This Creates Exceptional Valuations

Every contract represents legally enforceable future revenue. Unlike traditional businesses that must earn future profits, Unlockd's contract book contains unrealized gains that will materialize when properties sell.

Model Your Exit Scenario

20
5/mo 100/mo
$100,000
$50k $300k
8x
3x (conservative) 15x (high growth)
💡

The Key Insight

A buyer isn't just buying revenue—they're buying a locked-in book of contracts that will generate fees when properties sell. This is unrealized but legally guaranteed profit.

Projected Business Value

Implied Valuation at Year 5

$96M

Based on 8x revenue multiple ($12M ARR)

Total contracts in book 1,200
Capital deployed $120M
Processing fees earned $4.5M
Future success fees (book value) $3.2M
Annual recurring revenue $12M

Valuation Growth (Years 1-10)

🎯

Buyer's Perspective

Acquiring Unlockd means buying 1,200 active contracts with guaranteed future fees. Unlike buying a traditional business, this is buying locked-in profits.

Risk Analysis

Fewer Failure Modes

Simplicity isn't just elegant—it's strategic.

Equivest.AI Risks

⚠️

Marketplace Cold Start

Need both sides to reach critical mass

⚠️

Developer Dependency

Quality deal flow relies on external parties

⚠️

Regulatory Complexity

Fractional ownership triggers MIS rules

⚠️

Long Feedback Loops

Months to learn if model works

Unlockd Risk Mitigation

No Cold Start

One customer type, one value prop

Supply Control

We source deals directly from homeowners

Cleaner Structure

Standard HEA agreements, lighter compliance

Fast Learning

Days to close, rapid iteration

Consumer Experience

What Homeowners See

The above-the-fold landing page experience

unlockd.com.au
No repayments. No interest. No stress.

Access Your Home's Equity
Without Monthly Payments

Get cash from your home equity today. Pay it back when you sell—or anytime you choose. It's that simple.

Quick estimate for your home

$
You could access up to $80,000
Join 2,400+ homeowners
4.9/5 rating
ASIC Regulated

How It Works

1

Tell Us About Your Home

Quick online form. Takes 2 minutes.

2

Get Your Offer

We'll value your home and send a personalized offer.

3

Receive Your Funds

Money in your account. No monthly repayments.

↑ Consumer-facing landing page mockup — Above the fold experience

Consumer UX Principles

🎯

Clarity Over Cleverness

Plain language. No jargon. The value proposition is understood in 5 seconds.

🛡️

Trust Signals Everywhere

Regulation badges, reviews, and social proof reduce anxiety.

Instant Gratification

Calculator on page 1. Show them the number before asking for details.

The Ask

Internal MVP?

We don't need belief. We need data. Use existing committed capital for 10–20 pilot deals to validate the model before full commitment.

Proposed Next Steps

1️⃣

Allocate Pilot Capital

$500K–$1M for initial 10–20 deals

2️⃣

Run 90-Day Pilot

Validate demand, ops, and unit economics

3️⃣

Decision Point

Data-driven go/no-go on full pivot

Prepared for Aquiver Partners • January 2026