4 December 2025 - Capitaliz x LightYear Group: Product Deep Dive + Investment Opportunity

Capitaliz – the product + how Capitaliz accelerates value for shareholders, advisors, and member firms.

Join us for an exclusive briefing for LightYear Group shareholders and LightYear Docs member firms.

This session will unpack the Capitaliz platform, its strategic alignment with LightYear Group, and why now is the right time to invest alongside us as Capitaliz accelerates its push into the USA.

What we’ll cover:

1. Capitaliz Overview: The Platform Transforming Business Succession & Exit Planning

   • What Capitaliz does and why it matters for accountants, advisors, and SMEs

   • How the platform generates advisory revenue without adding internal workload

   • Real use cases and firm outcomes (valuation uplift, recurring advisory revenue, etc.)

1. Why Capitaliz Is a Strategic Investment Opportunity

   • The global demand for succession planning

   • Why the USA is the world’s biggest market for Capitaliz

   • Capitaliz’s commercial growth model + early traction

   • Investment terms, timelines, and early-bird incentives

   • The US Expansion: How Capitaliz Opens a New Frontier for LightYear Group

1. Why LightYear Group Shareholders Should Consider Investing

   • How Capitaliz directly enhances the value of the LYG ecosystem

   • LYG’s exclusive rights to Capitaliz in Australia for Member Firms & LYD platform

   • How Capitaliz strengthens LightYear Docs, LightYear Training Group, LY Legal and unlocks cross-sell opportunities

   • Increased enterprise value: what it means for LYG’s future M&A and valuation

Attachment:

• Slides

Recording: