Lift Financial Holdings LLC

Executive Summary

A Private Holding Company Built for the Long Term

Lift Financial Holdings LLC is a diversified private holding company focused on acquiring, building, and operating technology-enabled businesses.

Our mission is to centralize ownership, operations, technology, and capital allocation across complementary industries to create long-term shareholder value.

Our Vision

An Ecosystem of Companies That Reinforce One Another

We are building an ecosystem of companies designed to strengthen each other through shared technology, centralized operations, disciplined capital allocation, and scalable systems.

Portfolio Companies

Operating Companies & Brands

Aivara Solutions LLC

Technology & AI

Website

FreightSync TMS LLC

Transportation Technology

Website

International Property Management

Hospitality

Website

RichAF Global

Travel & Media

Website

New Opportunity Entertainment LLC

Entertainment & Media

Operating Company

Corporate Structure

One Parent. Shared Infrastructure. Compounding Growth.

Business Model

How Lift Fi Creates Value

Value is created by combining capabilities that most standalone companies cannot afford to build on their own.

Competitive Advantages

Why This Model Wins Over Time

• Technology-First InfrastructureEvery portfolio company operates on modern software and AI-enabled systems from day one.
• Centralized OperationsFinance, administration, and back-office functions handled once — not duplicated in every company.
• Scalable Business ModelAdding a new company adds revenue without proportionally adding overhead.
• Multiple Revenue StreamsDiversification across technology, logistics, hospitality, and media reduces single-market risk.
• Shared AI SystemsAutomation and intelligence built centrally and deployed across the entire portfolio.
• Long-Term Ownership PhilosophyWe build and hold. No exit-driven timelines forcing short-term decisions.

Growth Strategy

Six Engines of Growth

• Organic GrowthDeepening each operating company's customer base, offerings, and market position.
• Strategic AcquisitionsAcquiring complementary businesses that benefit from our shared infrastructure.
• Technology DevelopmentBuilding proprietary software and AI platforms that create defensible advantages.
• Operational ExpansionExtending proven operating playbooks into adjacent services and verticals.
• National ExpansionScaling operations across new cities and regions within the United States.
• International ExpansionTaking established models into international markets over time.

Market Opportunity

Positioned Where Durable Trends Converge

Our strategy focuses on sectors being reshaped by technology adoption, automation, and changing consumer behavior — where disciplined operators with modern systems can win.

Strategic Capital

Partnering With Aligned, Long-Term Capital

Lift Financial Holdings welcomes conversations with strategic capital partners who align with our long-term vision. Potential areas where future capital may be deployed include:

• Technology Development
• Strategic Acquisitions
• Software Platforms
• Working Capital
• Sales & Marketing
• Operational Scaling
• Hiring
• Expansion Into New Markets

Why Lift Fi

The Case for Lift Financial Holdings

• Multiple Operating BusinessesA working portfolio across technology, logistics, hospitality, and media.
• Technology-DrivenSoftware and AI at the core of how every company operates.
• Scalable SystemsInfrastructure built to absorb new companies efficiently.
• Shared InfrastructureCentralized technology, finance, marketing, and operations.
• Disciplined LeadershipFounder-led with a structured, methodical approach to growth.
• Long-Term OwnershipBuilt to hold and compound — not to flip.
• Premium BrandA holding company identity built on structure, discipline, and trust.

Roadmap

A Deliberate Path Forward

Financial Model & Capital Allocation

The Platform Today — And Where Capital Could Go

Illustrative examples for discussion purposes only — not projections, offers, or guarantees.

Illustrative Growth Scenarios

How Additional Capital Could Accelerate Growth

The following scenarios are hypothetical examples for planning purposes only and are not projections or guarantees of future performance.

Value Creation & Risk Management

A Disciplined Path From Capital to Enterprise Value

“Our objective is not rapid exits. Lift Financial Holdings is focused on building durable businesses that generate long-term value through disciplined ownership, technology, and operational excellence.”

Risk Management

Why Additional Capital Matters

Capital as an Accelerant for a Working Platform

An interactive, illustrative capital planning tool is available at liftfi.io/investor-relations.html.

The information contained in this section is for illustrative discussion purposes only. It does not constitute financial projections, investment advice, an offer to sell securities, or a guarantee of future performance. Actual results will depend on numerous factors and may differ materially from any illustrative examples.