The Investment Exchange

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Welcome to the latest edition of "The Investment Exchange," your premier source for mergers & acquisitions, investment and personal growth insights. In this issue, we bring you the latest deals and opportunities plus introduce some of the podcasters, influencers and content creators that are shaping the investment landscape.  

Today’s Fastest Growing Company Might Surprise You

🚨 No, it's not the publicly traded tech giant you might expect… Meet $MODE, the disruptor turning phones into potential income generators.

Mode saw 32,481% revenue growth, ranking them the #1 software company on Deloitte’s 2023 fastest-growing companies list.

📲 They’re pioneering "Privatized Universal Basic Income" powered by technology — not government, and their EarnPhone, has already helped consumers earn over $325M!

Their pre-IPO offering is live at just $0.26/share – don’t miss it.

Invest Now

*Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
*The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
*Please read the offering circular and related risks at invest.modemobile.com.

Contents

1. Weekly Update - Balmoral Partners

2. Current Investment Opportunities - LincApp – AI-Powered Wellness for Professionals

3. Expert Corner - Personal Mastery with Jeremy Bellotti

4. Property with Paul Langshaw - Bulls v Bears

5. Events, Offers, Insights and Announcements - Accelerate Your Income, Build Your Wealth, and Master the Art of Acquiring, Scaling, and Selling Businesses

Section 1 - Weekly Update: Balmoral Partners Update

Fantastic week with James and myself assessing numerous opportunities to invest in and /or acquire, ranging from a A.I business to 130,000 sq feet manufacturing plant.

We still have around 300k left from our initial 1.5 million raise so its not too late to get involved. Contact myself or James for details.

Section 2 - Investment Opportunity: LincApp – AI-Powered Wellness for Professionals

LincApp is an AI-driven wellness platform offering personalised, adaptive support for professionals and entrepreneurs facing mental wellness challenges. With the global mental wellness market set to grow to $330 billion by 2027, LincApp is poised to capture this demand with its unique approach.

The Problem: Current wellness apps are generic and ineffective, leading to high disengagement and churn rates.

The Solution: LincApp uses AI to deliver tailored mindfulness programs, virtual therapy, personalised content, and wellness eCommerce, offering a holistic approach to mental wellness.

Market Opportunity:

• TAM: $180.5 billion in 2022, growing at 12.8% CAGR.

• Year 1 Revenue: $12.74 billion in target markets (USA, UK, Canada).

Revenue Model:

• Subscription-based (individual and corporate).

• In-app purchases, event tickets, ads, and sponsorships.

Traction:

• MVP launched in 2024 with over 400 downloads in 2 months.

• Ongoing partnerships with wellness and healthcare providers.

Financial Projections:

• Year 1 Revenue: £172,965, growing to £6.9 million by Year 5.

Investment Ask: LincApp is raising £500,000 via a SAFE with a £5 million valuation cap. Eligible for SEIS/EIS tax relief, this offers high growth potential in a booming market.

Why Invest?

• First-mover in adaptive, AI-driven wellness for professionals.

• Scalable with strong market demand and a proven team.

For more information, contact Dotun Oyepeju at [email protected].

Section 3 - Expert Corner: Meet Jeremy Bellotti and experience Personal Mastery

Widely recognized as the go-to authority on mindset and business for entrepreneurs, Jeremy is the founder of Personal Mastery — a platform dedicated to helping entrepreneurs break through obstacles and build a life and business on their own terms.

Over the past decade, he has guided more than 20,000 clients across 63+ countries, with some investing up to $1 million annually to gain access to his proprietary MasteryCODE™ methodology.

Section 4 - Property with Paul Langshaw: Bulls vs. Bears: Why When You Buy Property Is Everything

In the endless back-and-forth between property bulls and bears, there’s one truth both sides can’t deny: your profit isn’t made when you sell — it’s locked in when you buy.

That principle matters more than ever in today’s climate of uncertainty. While amateurs obsess over selling high, seasoned investors know the real money is made at the start. The moment you sign that contract, you’ve either set yourself up to win… or to struggle.

Buying well — the right price, the right location, the right fundamentals — gives you a built-in buffer. It protects you when the market wobbles and positions you to ride the upside when it rebounds.

Bulls argue that property always trends up in the long run. Bears warn of bubbles, corrections, and the dangers of buying at the top. But both camps agree on one thing: timing your entry matters. The only difference? Bulls think the time is now. Bears think it's coming. Either way — you’ve got to be ready.

Right now, with inflation, interest rate swings, and geopolitical chaos, the stakes are higher. Mistakes are more expensive. But for sharp investors, that also means more opportunity. Buy smart in times like these, and you gain:

• Downside protection

• Lower holding costs

• Room to breathe when rates shift

• Stronger cash flow

• And the power to wait for the right exit, not a desperate one

So how do you buy well? Focus on value, not just price. Target areas with real economic resilience. Double down on your due diligence. Negotiate like the market owes you a discount — because right now, it might. And don’t sleep on the hidden gems bearish sentiment tends to uncover.

Bull or bear, here’s the bottom line: if you want to win in property, start strong. Buy like a pro. Because if you nail the purchase, the rest gets a whole lot easier.

Section 5 - Events, Offers, Insights and Announcements: Accelerate Your Income, Build Your Wealth, and Master the Art of Acquiring, Scaling, and Selling Businesses

We are only a couple of days away. See you there ;)

Who Should Attend This Online Summit?

1. Acquisition Entrepreneurs and Consultants 🤝

   • Master the Art of Buying Businesses: Gain proven strategies to identify, negotiate, and acquire high-value companies—even for little-to-zero money down.

   • Proven Due Diligence Methods: Learn how to protect yourself and avoid the pitfalls of a bad deal.

   • Consulting-for-Equity: Discover how to leverage your expertise to earn equity in companies, making money while helping others scale.

2. Business Owners 🏛️

   • Scale Like a Pro: Learn rapid growth strategies, including the powerful technique of growth-through-acquisition.

   • Enjoy More Time Freedom: Remove yourself from day-to-day operations and enjoy personal time while your business grows.

   • Boost Your Business Value: Learn how to make your company irresistible to investors or buyers.

3. Investors 📈

   • Spot Winning Deals: Discover how to identify high-potential mergers and acquisitions (M&A) opportunities.

   • Wealth Protection: Learn innovative ways to manage and grow your existing wealth.

   • Capital-Raising Tips for 2025: Explore creative techniques for connecting with fellow investors, family offices, and more to raise funds.

4. M&A Professionals ✍️

   • See What's Working Now: Stay up-to-date with the latest trends in negotiations, acquisitions, and business advising.

   • Close Deals Faster: Learn tools and tactics to streamline complex transactions.

   • Grow Your Network: Connect with business owners, investors, and acquisition experts, expanding your professional circle.

Join us at this online summit to discover how to scale your business portfolio, grow your wealth, and make impactful business moves. Don’t miss the opportunity to level up your knowledge and connect with industry professionals!

Thanks for checking in

Kind healthy regards

Ross

What are you waiting for?

Here are 3 ways we can work together

1. Apply to join our small group accountability program. With a full 12 months to work together, this could just be what you need to supercharge your business growth, raise investment or get started on the business acquisition ladder.

2. Submit a pitch deck or investment proposal to share in an upcoming newsletter

3. Reach out about investing in one of our SEIS or EIS projects

You can follow me below

Contact [email protected]

Happy investing!

Ross and The Investment Exchange Team

We hope you find this edition of "The Investment Exchange" informative and valuable. Your feedback and suggestions are important to us, so please feel free to reach out to us with any comments or ideas for future editions.

Note: This content is intended for informational purposes only and does not constitute financial advice. Please consult with a professional advisor before making any investment de