Wholesale Investor

Wholesale Investor Australasia's leading private investment platform connecting founders to HNW investors

Welcome to the world of Wholesale Investor - a trailblazing leader in the realm of capital raising and venture investment solutions, boasting an impressive 14-year history of success and innovation. At Wholesale Investor, our unwavering focus lies in crafting world-class software, facilitating direct access, and nurturing strategic partnerships. We are dedicated to supporting companies and Funds i

n overcoming the challenges associated with capital raising and venture investment, propelling them towards the realization of their true potential. Our thriving ecosystem includes a dynamic community of over 33,200 high-net-worth investors, fund managers, family offices, PE and VC firms, government bodies, and industry participants. To fortify our endeavors, we have garnered support from reputable entities such as LSE Listed Investment Bank Investec, BMYG, INP Capital, Gowings, and Patagorang. Through our pioneering platform, CRIISP™, we open doors to a direct interface with the CEOs of leading Startups, Scaleups, Small Caps, and Funds, promoting seamless communication and collaboration. For investors seeking remarkable opportunities, we leverage AI/ML-driven matchmaking to facilitate direct access to curated investment options, deal news, exclusive conferences, and educational content from top-notch global investors. Companies are empowered through our AI/ML capabilities, which enable precise matchmaking and direct access to relevant investors within our proprietary ecosystem, in addition to tapping into a vast network of over 200,000 Angels, VCs, Family Offices, and Investment Groups worldwide. Throughout our illustrious journey of 14 years, we have partnered with 10 companies that have achieved the prestigious Unicorn status, witnessed over 70 successful exits, and facilitated numerous 10x returns. These remarkable achievements are a testament to the trust and confidence our clients place in us. The driving force behind Wholesale Investor's enduring success is our relentless commitment to delivering unparalleled solutions and fostering a supportive environment for growth and prosperity. Our dedication to innovation and excellence remains steadfast as we continue to pioneer groundbreaking opportunities in the realm of capital raising and venture investment. Join us on this transformative journey, as we create a brighter future together.

09/06/2026

There is a difference between watching a product demo and building with the product on your own data, with the engineers next to you.

Velocity is the second one.

Ken Shaw is flying in three engineers from his team for the two days. Their role is to help attendees install and operate Sapience Cloud against their own business. Enterprise-grade security. GDPR. SOC. No data leakage. Your environment, your data, their hands.

On the capital side, 12 months of CapitalHQ is included to run the capital engagement layer the same way.

Two systems. Two days. Set up live. Not abstractly.

Velocity AI Summit. Rydges World Square, Sydney. 23 to 24 June.
https://buff.ly/IfCdxec

Most founders and fund managers are running on a treadmill that’s speeding up every single quarter.They spend 60% of the...
09/06/2026

Most founders and fund managers are running on a treadmill that’s speeding up every single quarter.

They spend 60% of their week on manual work that doesn't compound. Chasing cold leads, sending investor updates by hand, and hiring people to solve problems that a tight system should handle. They know AI matters, but they haven't implemented it yet. They know their investor engagement is reactive, but they haven't fixed it.

Then there is a second group of operators.

They raise capital faster because their investor relationships stay warm automatically. They operate leaner because their daily workflow is AI-native. They aren't working harder; they just built a better engine.

The gap between these two groups is widening fast.

Velocity is a 48-hour intensive designed to move you from the first group to the second. This isn’t a passive conference where you sit in a dark room and watch slides you’ll forget by Monday. You are bringing your laptop and building your new operating system live.

To make sure you actually execute, you will be building alongside two operators who have spent decades scaling companies and raising capital:
▪️Steve Torso (Founder and Managing Director of Wholesale Investor)
▪️Ken Shaw (Managing Director of Main Beach Advisors and Sapience Cloud)

Here is exactly what you are building with them over two days:
☑️ Day 1: Capital Velocity (Led by Steve Torso)
You will build a complete warmth signal framework and design the communication cadences that keep investors engaged between raises. You leave with the system and a 12-month license to CapitalHQ to run it.

☑️ Day 2: Ex*****on Velocity (Led by Ken Shaw)
You will learn how to build an AI agent stack across sales, marketing, operations, and finance. You’ll stop doing the work and start directing the work. You leave with the framework and a 12-month license to Sapience AI to deploy your agents immediately.

Who this is for:
✅ Founders actively raising or preparing for a round
✅ Fund managers, GPs, and private credit operators
✅ Capital raising advisors who want to scale without adding headcount
✅ Angel investors, HNWIs, and family offices

The total value of the tools, platforms, and training included in your pass is over $11,250. You get full access to the frameworks, plus 12 months of CapitalHQ and Sapience AI to run them from day one. You can secure your Velocity Pass right now for $4,950.

Stop playing catch-up with your operations. Come build the systems that change everything.

Secure your pass here: https://buff.ly/CATaDWH

Most operators are working significantly harder than their business actually needs them to. Ex*****on does not scale on ...
08/06/2026

Most operators are working significantly harder than their business actually needs them to. Ex*****on does not scale on willpower alone. https://buff.ly/UXkG70U

In this diagnostic session, Steve Torso (Wholesale Investor and CapitalHQ) and Ken Shaw (Main Beach Advisors and Sapience AI) break down exactly why the hype phase of AI is officially over. The ex*****on phase has begun.

Velocity is an operating system installation, not a conference. If you are still running your fundraising updates and operational workflows manually, you are actively choosing to bleed margin.

Here is the core architectural breakdown of what you will install over two days in Sydney:

✅️ The Five Layers of Capital Engagement: Discover why starting every capital raise from a baseline of zero is an operational failure, not a necessity. You will deploy a permanent engine that tracks investor warmth signals automatically.

✅️ The AI Ex*****on Mindset: Transition away from consumer-grade toys like ChatGPT that produce junk for enterprise ex*****on. Move directly to industrial-strength, boardroom-ready enterprise agents.

✅️ Scale Without Headcount: Learn the exact architecture required to build an AI agent stack that operates 168 hours a week at a mere 10% of the cost of a traditional human hire.

✅️ Real-World ROI: Understand why the modern boardroom has shifted away from flashy demos and moved entirely toward practical, highly profitable workflows.

The Two Pillar Architecture:
Day 1: Capital Velocity. Build an investor engagement engine that automatically compounds relationship warmth between capital rounds.
Day 2: Ex*****on Velocity. Build and integrate your operational AI layer across sales, marketing, finance, and logistics.

You walk in manually. You walk out AI-native.

Commercial Parameters: The total baseline value of the infrastructure and continuous 12 month platform access included in your ticket is valued at $11,250+. Secure your Velocity Pass for $4,950 AUD.

Space is strictly capped at 150 paid seats to maintain hands-on ex*****on quality. Once capacity is reached, registration closes mechanically and instantly.

Secure your system installation slot here: 👉 https://buff.ly/4Ae4X2w

Stop running your business manually. In this session, Steve Torso (Wholesale Investor/CapitalHQ) and Ken Shaw (Main Beach Advisors/Sapience) break down why t...

Most founders don't have a growth problem. They have an ex*****on problem.Too much time spent on admin. Too many manual ...
05/06/2026

Most founders don't have a growth problem. They have an ex*****on problem.

Too much time spent on admin. Too many manual processes. Too many hours wasted doing work that shouldn't require human intervention in 2026.

Meanwhile, a new generation of businesses is building AI-powered operating systems that work 24/7, engage investors automatically, nurture prospects, and scale without adding headcount.

In this strategic briefing, Steve Torso shares how he went beyond basic AI prompts and chatbots to build autonomous, secure AI workflows that solve real business bottlenecks.

You'll discover:
✅ Why most businesses are still using AI the wrong way
✅ How autonomous AI agents can handle repetitive operational tasks
✅ The framework for building a permanent capital engagement engine
✅ How founders, fund managers, and advisors can scale faster without scaling teams
✅ Why the Agentic Era is creating one of the biggest competitive advantages we've seen in decades

This isn't another AI hype presentation.

It's a practical blueprint for operators who want to spend less time working in their business and more time growing it.

If you're serious about raising capital, accelerating growth, and building a business that can operate at scale, this is a conversation you can't afford to miss.

🎥 Watch the briefing now.

And if you're ready to implement these systems for yourself, join 150 selected founders, investors, and business leaders at Velocity AI Sydney this June. Join here: https://buff.ly/CATaDWH

The businesses that master AI ex*****on won't just move faster.

They'll redefine what's possible.

Are you still stuck in the basic chatbot experience while your busi...

What happens when 150 high-growth founders, elite corporate advisors, and institutional fund managers lock themselves in...
05/06/2026

What happens when 150 high-growth founders, elite corporate advisors, and institutional fund managers lock themselves in a room for 48 hours? They stop running their businesses manually.

On June 23 and 24, 2026, a highly curated cohort of institutional investors, elite wealth advisors, and high-growth founders are converging at the Rydges World Square Hotel in Sydney for a strict business operating system installation.

They are coming to work alongside industry leaders, including:

🤝 Institutional Investors: Senior leaders from Forager Funds Management and Rhodes Asset Management are installing systems to completely automate deal sourcing and compliant reporting.

🤝 Deep Capital Networks: Fund executives from Symon Capital and Acure Funds Management are setting up background systems that run permanently to manage LP engagement.

🤝 Elite Advisors: Principals from Barsden Private Wealth and WANOLIADVISORY are implementing multi-client dashboard infrastructures to unlock predictable recurring revenue without adding local headcount.

🤝 Scale-Without-Headcount Founders: Fast-scaling operators from DocGen Power and Halocell Energy are stepping out of 70-hour work weeks by deploying custom AI agent stacks that work 24/7.

This is your opportunity to build alongside them. Velocity is a strict implementation workspace where you leave with a working capital engagement system and a working AI agent stack securely embedded into your operations.

You walk in manual. You walk out AI-native.

Standard Passes are available for $4,950 AUD. Because this is a hands-on workspace, capacity is strictly capped at 150 paid seats to guarantee implementation support.

Ticketing will close instantly once the room is sold out.

See the full cohort and verify seat availability: https://buff.ly/xebA8n6

What if a single software platform could identify A$20.4 million in savings from a A$37 million portfolio?That's exactly...
05/06/2026

What if a single software platform could identify A$20.4 million in savings from a A$37 million portfolio?

That's exactly what APO powered by KEPA Software achieved.

While most organisations still allocate capital through spreadsheets, PowerPoints, and internal advocacy, APO has built what may be one of the most overlooked categories in enterprise software: capital governance.

Their platform helps organisations rank competing investments, identify inefficiencies, create audit-ready decision trails, and make capital allocation decisions based on analysis rather than opinion.

The traction is already compelling:

✔ A$20.4M in savings identified from a single portfolio (55% reduction on first pass)

✔ 6 paid pilots completed

✔ 2,000+ initiatives assessed

✔ 15 qualified commercial opportunities in active negotiation

✔ Engagements with a global tier-one bank, Australian super fund, state government, and major resources organisation

With increasing regulatory pressure around capital allocation, governance, ESG reporting, and auditability, APO is positioned at the intersection of enterprise software, AI, and regulatory compliance.

For sophisticated investors seeking exposure to enterprise SaaS, AI-enabled decision intelligence, and a potentially category-defining software business, this opportunity is worth a closer look.

Register your interest: https://buff.ly/Dxdw3sQ

05/06/2026

Most AI conferences sell information.

You walk in to learn what is possible. You walk out with notes, a few signed pads, and an inbox that has not changed.

Velocity is built around the opposite premise.

The brief Steve Torso wrote for it is explicit. Attendees come completely focused on their own business, not on AI as a topic. The point is not learning what AI can do. The point is implementing it.

That is the entire reason the format runs the way it does. Day 1 is capital raising, Day 2 is ex*****on, and the lessons from the capital side intentionally spill into the operations side. You leave with both systems built against your own context. Not against a generic case study.

Velocity AI Summit. Rydges World Square, Sydney. 23 to 24 June.
https://buff.ly/XlKsGbK

Your biggest business expense probably isn't payroll. It's you.Most founders spend hours every week on investor follow-u...
04/06/2026

Your biggest business expense probably isn't payroll. It's you.

Most founders spend hours every week on investor follow-ups, CRM updates, admin tasks, reporting, emails, and operational work that could be automated.

Let's do the math.
🤷 10 hours per week on investor engagement.
🤷 10 hours per week on repetitive admin.
🤷 That's 20 hours per week.

If your time is worth $150 per hour, that's:
💸 $3,000 per week.
💸 $12,000 per month.
💸 $144,000 per year.

Not because the business isn't growing.

Because the founder is stuck doing work that systems should be doing.

Velocity AI Summit was built to solve exactly that.

In 48 hours, you'll build:
✔ A Capital Engagement Engine that nurtures investors automatically
✔ AI-powered operational systems that work while you're offline
✔ Processes designed to decouple your time from business growth

The question isn't whether you can afford to build systems.

It's whether you can afford another year without them.

📅 June 23-24, 2026

🔗 https://buff.ly/CATaDWH

Australia runs on livestock. The way most of it gets supplemented is still manual, uneven and weather-exposed.DIT AgTech...
04/06/2026

Australia runs on livestock. The way most of it gets supplemented is still manual, uneven and weather-exposed.

DIT AgTech delivers precise nutrition through the water animals already drink. Automatic, remotely controlled through the uHUB dashboard, and Australian made. The same platform now dispenses uPRO BLUE, a water-soluble supplement that reduces methane, developed with Meat & Livestock Australia and CQUniversity.

Precision nutrition and lower-emissions beef are moving in the same direction. DIT AgTech sits where the two meet.

Explore the raise in the CapitalHQ deal room: https://buff.ly/H3Prf1f

04/06/2026

The first wave of private credit investing was about return. The second wave is going to be about risk.

That is the shift the RAM team is preparing for. With interest rates repriced and the asset class now openly debated, the questions investors are starting to ask have changed. What are the underlying assets. What is their quality. Are they exposed to property development. Is there overseas exposure baked in.

RAM's positioning is built around answering those questions structurally rather than rhetorically. Simple products. Deeply liquid securitisable assets. Multiple layers of protection. An eight-year track record without a single dollar lost, including through COVID and the drawdowns that followed.

The Australian mortgage market is $2.4 trillion. Most of the private credit funds drawing capital today have never been tested against the kind of cycle now being priced in.

Some have. The difference will matter.

Learn more about RAM on CapitalHQ: https://buff.ly/NuW7d9K

Address

100 William Street, Woolloomooloo
Sydney, NSW
2011

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

1300 597 595

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