BizDealRoom
BizDealRoom · Platinum Services

We build the campaign.
You choose what happens next.

Every Platinum engagement begins with the same complete launch foundation—strategy, positioning, broker-led valuation assessment, investor materials, secure data room, campaign assets and market launch. Both pathways include our 80+ genuine campaign enquiry guarantee. The difference is who manages the enquiries and campaign after launch. Guarantee terms apply

Start with Platinum Launch →Apply for Platinum Advisory →
A$1.4B+Founder experience across transactions
40,000+Investors, buyers and strategic partners
ForbesFeatured in Forbes Australia
Platinum Launch

Everything required to launch professionally.

Platinum Launch is not a reduced version of Advisory. It is the complete preparation and market-launch engagement for businesses that have the internal capability—or an existing adviser—to manage enquiries and investor discussions after launch.

A$4,950 inclusive of GST
Complete done-for-you preparation and launch · One-time engagement

We handle the campaign preparation, positioning, materials, data room and market launch. Once live, you or your appointed adviser manages the enquiries, substantive discussions and meetings.

01Strategy and readiness

Campaign objectives, commercial assessment, information review and investor-readiness plan.

02Positioning and valuation

Commercial positioning and a broker-led indicative valuation assessment informed by Client inputs, supporting information and relevant industry benchmarks.

03Investor materials

Information Memorandum, pitch assets and Client-approved campaign messaging.

04Secure data room

Professional document structure, controlled access and enquiry activity records.

0540,000+ network launch

Campaign presented through the BizDealRoom network and approved marketing channels.

06Social media campaign

Professionally prepared campaign creative and approved digital distribution.

07Featured podcast

A dedicated audio profile supporting the campaign and opportunity.

0880+ genuine enquiries guaranteed

At least 80 genuine campaign enquiries generated across the campaign, subject to the guarantee terms below.

Guarantee terms apply
1What BizDealRoom handles

Campaign strategy, preparation, positioning, broker-led indicative valuation assessment, investor materials, data room, campaign assets, marketing, launch and initial enquiry generation.

2What happens after launch

You or your appointed adviser handles enquiry calls, substantive investor discussions, meetings, legal and accounting coordination, transaction documents, offers and receipt of funds.

BizDealRoom does not provide financial product, legal, accounting or tax advice; negotiate transaction terms; accept offers; act for either party; or receive, hold or process client or investor funds.

Valuation assessment

About our valuation assessment

Our platform may generate an indicative valuation range using information entered by the Client, supporting financial information and selected industry benchmarks or commonly observed multiples. Where included in a Platinum engagement, this may be reviewed as part of a broker-led valuation assessment and commercial positioning process.

Unless a separate formal valuation report is expressly commissioned, the result is an indicative estimate for business planning, campaign positioning and presentation purposes. It is not an independent securities valuation, a recommended share price or a recommendation concerning transaction terms. The Client remains responsible for approving any valuation used in its Campaign and should review it with its accounting, legal and other professional advisers.

Need us to stay involved?

Platinum Advisory begins where Launch hands over.

Continue to Platinum Advisory ↓
The advisory model

Institutional-grade campaign capability without building an internal capital engagement team.

Platinum Advisory combines senior campaign strategy, preparation, professional-adviser coordination, investor introductions, enquiry management and campaign stewardship in one selective external engagement.

01

In-house capital markets executive

Permanent internal commitment

Senior capability comes with employment overhead, recruitment risk and a permanent role that may not match the timing of the mandate.

02

Fragmented external providers

Multiple advisers to coordinate

Separate strategy, preparation and campaign providers create hand-offs, duplicated effort and management complexity.

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BizDealRoom Platinum Advisory

Independent senior campaign advisory

A founder-led external campaign adviser working alongside management, directors and the Client’s existing professional advisers throughout the mandate.

Mandate suitability

Platinum Advisory is selective by design.

Platinum Advisory is best suited to established or validated businesses generally seeking A$2 million or more. Deal size is guidance rather than a fixed eligibility rule—readiness, complexity, industry and the level of support required are also considered.

Platinum Advisory is generally right when:

  • Your business has moved beyond the idea stage and is generally seeking A$2 million or more.
  • You have validated the model through a prior raise, paying customers or market testing.
  • The anticipated mandate is credible, with most accepted engagements typically between A$2 million and A$20 million.
  • You can provide complete commercial, operational and financial information.
  • Management will remain actively involved and existing professional advisers can work alongside us.
  • You want independent external campaign advisory and active campaign stewardship.

It may not be the right pathway when:

  • The business is still at an early idea stage or would be better suited to Founders or Platinum Launch.
  • You cannot provide the disclosure or supporting information required for meaningful assessment.
  • The valuation, financial information or commercial claims cannot be supported.
  • You require guaranteed funding, investment or transaction outcomes.
  • Management is not available to participate actively in the mandate.
Advisory scope

Everything in Launch—plus senior campaign advisory and ongoing management around the mandate.

We continue beyond preparation and launch as an independent external campaign adviser alongside management, directors and the Client’s existing professional advisers.

Everything included in Platinum Launch
Ongoing campaign strategy and positioning
Campaign targeting and approved outreach
Enquiry calling and administrative screening
Information and data-room access support
Meeting coordination
Management and professional-adviser coordination
Campaign activity reporting
Ongoing campaign review and optimisation
80+ genuine campaign enquiries guaranteedGuarantee terms apply
Campaign advisory, preparation, introductions and enquiry-management services. BizDealRoom does not provide financial product, legal, accounting or tax advice; determine transaction terms; negotiate or accept offers; represent either party; underwrite transactions; or receive, hold or process client or investor funds.
What Advisory means

We manage the campaign around you.

Platinum Advisory is campaign and presentation advisory combined with ongoing enquiry management. We help develop and refine your listing, Campaign Materials and data-room presentation, identify information gaps, anticipate common questions and improve the clarity, credibility and market appeal of your opportunity.

We may explain commonly used funding and transaction structures—including equity, business finance, strategic partnerships and convertible instruments—and the information prospective participants typically expect to see. We may also share practical observations about how these structures are commonly presented and the questions they may generate.

When enquiries are received, our team conducts an administrative follow-up. We confirm contact details, remove obvious spam and duplicate submissions, establish what information the person has requested, provide access to Client-approved materials and coordinate meetings with you or your appointed adviser.

We do not present or recommend the opportunity to the enquirer, discuss its investment merits, negotiate terms, accept offers or receive funds. All substantive discussions about the business, investment or transaction take place directly between the enquirer and you or your appointed professional adviser.

Throughout the engagement, we meet with you to review campaign activity, audience targeting and enquiry feedback. Where the response indicates that the listing or presentation may need adjustment, we may identify the issue and recommend that the Campaign Materials be reviewed. Any changes to structure, valuation, equity, pricing or transaction terms must be determined and approved by you, with assistance from your professional advisers where appropriate, before we update the Campaign.

We manage the campaign, enquiries, information access and meeting coordination. You and your professional advisers control the opportunity, transaction terms and all substantive discussions.
Engagement process

A disciplined path from submission to campaign commencement.

01Capital requirement submitted
02Campaign suitability and readiness assessment
03Campaign advisory scope and engagement terms
04Campaign preparation and professional-adviser coordination
05Campaign launch, enquiry management and optimisation
Engagement model

Senior capital markets capability without the permanent executive overhead.

BizDealRoom acts as an independent external adviser alongside management, directors and existing professional advisers. The engagement is structured around the quality and complexity of the mandate rather than a mass-market consulting package.

View payment arrangements →
In-house capital markets executivePermanent appointment

Recruitment, employment overhead and an ongoing internal commitment.

BizDealRoom Private Capital AdvisoryIndependent Retained Advisory

Independent senior involvement aligned to an accepted engagement.

Permanent employment commitment
→
Selective external engagement
Internal executive overhead
→
Scope aligned to the mandate
A standalone internal function
→
Works alongside management and existing advisers
Experience and reach

Institutional perspective backed by direct transaction experience.

A$1.4B+Founder experience across transactions
40,000+investors & buyers
4continents reached
Selectivecarefully chosen mandates
Selected outcome — July 2026

A$30 million conditional funding offer received for a client project.

Prepared and introduced internationally, resulting in a conditional funding offer from an external funding source. The offer remained subject to its conditions, due diligence and completion.

North AmericaFunding source introduced
Middle EastFunding source introduced
Southern AfricaFunding source introduced
SingaporeActive funder relationships
Figures reflect outcomes achieved through the BizDealRoom network and advisory engagements to date. Past results do not guarantee future outcomes.
Platinum Advisory pathway

One advisory service, structured around the project.

Private Capital Advisory combines confidential assessment, disciplined preparation and senior mandate stewardship within a clearly defined engagement.

Stage 01

Confidential assessment

We assess the project, mandate readiness, commercial position and supporting disclosure.

Stage 02

Defined advisory scope

Suitable projects receive a clearly defined Private Capital Advisory scope and engagement terms.

Stage 03

Preparation and stewardship

Once engaged, we coordinate preparation, advisers, investor targeting and any approved campaign activity.

Matt Holland, Founder of BizDealRoom
Matt Holland
Founder, BizDealRoom
Senior advisory leadership

Senior oversight on every mandate. Delivered by a team.

Every Private Capital Advisory engagement has senior oversight from Matt Holland — 20+ years across finance, capital raising, business transactions and strategic advisory, including three personal founder exits. Matt leads campaign strategy and positioning and provides senior oversight across every accepted mandate. Day-to-day campaign activity is delivered by the BizDealRoom advisory and marketing team.

20+ YearsCapital markets, finance & business transactions
3 Founder ExitsPersonally built and exited three businesses valued at more than AUD $1 million each.
40,000+ NetworkInvestors, buyers and strategic partners across the BizDealRoom network.
Senior oversightMatt provides senior oversight on every accepted mandate, delivered day-to-day by the BizDealRoom team.
BizDealRoom acts as an independent external adviser alongside management and existing advisers. Approved specialists deliver the day-to-day work, with senior oversight from Matt Holland throughout each accepted mandate.
Strategic campaign advisory

A disciplined campaign advisory structure around the mandate.

Everything begins with the complete Platinum Launch foundation. Advisory adds ongoing senior campaign involvement, enquiry management and campaign stewardship through the mandate.

Platinum Advisory Engagement

Retained Campaign Advisory
A$4,500 plus GST per month—A$4,950 inclusive of GST
Minimum six-month engagement
Everything included in Platinum Launch
Ongoing campaign and enquiry management
80+ genuine campaign enquiries guaranteedGuarantee terms apply
4.5% plus GST Campaign Marketing Fee—4.95% inclusive of GST

The Campaign Marketing Fee is calculated on capital successfully raised or the value of an applicable completed Transaction in accordance with the Platinum Advisory engagement agreement, including its introduction and Tail Period provisions.

Retainer Fees already paid are credited dollar-for-dollar against the Campaign Marketing Fee on a GST-inclusive basis. For example, where A$100,000 is raised, the Campaign Marketing Fee is A$4,950 inclusive of GST. One A$4,950 monthly Retainer Fee already paid offsets that amount completely, leaving no additional Campaign Marketing Fee payable on that Transaction.

The monthly Retainer Fee is payable throughout the engagement regardless of outcome because it covers the campaign advisory, enquiry-management and marketing services performed and made available. Funding, investment, finance approval and completed Transaction outcomes are not guaranteed.

Every engagement is individually scoped and approved before commencement.
Enquiry guarantee

Our 80+ genuine campaign enquiry guarantee

Every Platinum campaign includes a guarantee of at least 80 genuine campaign enquiries.

A genuine campaign enquiry is a distinct, identifiable person or organisation with valid contact details that requests information about, or expresses an interest in learning more about, the Campaign. Duplicate submissions, obvious spam and demonstrably false contact details do not count toward the guarantee.

The guarantee relates to enquiry generation only. It does not represent or guarantee that an enquirer is eligible, suitable, financially capable or willing to invest, lend, purchase or participate. BizDealRoom does not guarantee any number of meetings, offers, approvals, investments, funds raised or completed Transactions.

If 80 genuine campaign enquiries have not been generated during the applicable campaign period, BizDealRoom will continue the Campaign and associated enquiry-management services for up to an additional 90 days without an additional campaign or Retainer Fee, provided the Campaign remains active, the Client’s information remains current and the Client continues to meet its campaign responsibilities.

Why we work this way

Platinum Advisory is not available to every business.

Before we offer an engagement, we assess the business, its readiness, management team, capital requirement and likely campaign fit. Campaigns commonly take three to six months, and we set that expectation from the outset.

If we do not believe we can add meaningful value, we will say so. Where we invite a business to engage, it is because we believe the opportunity has a genuine prospect of attracting interest and that our experience, network and involvement can improve the campaign process.

The Retainer Fee and Campaign Marketing Fee keep our involvement commercially aligned with the Client throughout the mandate.

Our reputation is worth more than an engagement fee.We only accept mandates where we believe we can make a genuine difference to the campaign process.
Clear separation

Independent advisory. Separate investment activity.

Merpio is a separate private investment business. Any investment consideration is independently assessed and is not included, implied or guaranteed through a BizDealRoom advisory engagement.

Ready to move

Choose the Platinum pathway that fits your deal.

Submit your details through our secure deal-start page. Select Platinum Launch for complete preparation and market launch, or Platinum Advisory if you want us to remain involved and manage the campaign.

Start with Platinum Launch →Apply for Platinum Advisory →

Secure and confidential. Your pathway can be changed before submission.