FAISAN ESTATE WINES
INVESTMENT INFORMATION MEMORANDUM
ABN 65 164 046 922
INVESTMENT OPPORTUNITY
Seeking to raise up to AUD $3.2 million
INVESTMENT STRUCTURE
3 Year Convertible Note
RETURN RATE
7.5% per annum interest
CONVERSION OPTION
Option to convert to 30% equity
INVESTMENT RISK
Investing in Faisan Estate Wines involves significant risks. Investors should carefully consider the following:
Investors may lose part or all of their invested capital. Neither Faisan Estate Wines nor its directors guarantee any rate of return, repayment of investment, or successful achievement of planned objectives. Past performance is not indicative of future results, and investment outcomes may vary substantially from projections or expectations.
Market conditions, regulatory changes, operational challenges, and other factors beyond our control may adversely affect investment performance. The value of investments can fluctuate significantly, and there is no assurance that any investment will achieve its stated objectives.Investing in Faisan Estate Wines involves significant risks. Investors should carefully consider the following:
IMPORTANT NOTICE
The information contained in this information memorandum and any other verbal or written information given in respect of Faisan Estate Wines ("Information") is provided to the recipient ("you") on the following conditions. The listing consultant, Matthew Holland nor Allbiz Deal Room (ABN 56 630 339 150) or any of its officers, employees, or consultants ("we, us") make no representation, warranty, or guarantee that the information, whether or not in writing, is complete, accurate, or balanced. Some information has been obtained from third parties and has not been independently verified. Accordingly, no warranty, representation, or undertaking, whether express or implied, is made, and no responsibility is accepted by us as to the accuracy of any part of this or any further information supplied by or on our behalf, whether orally or in writing.
Investment Considerations
All visual images (including but not limited to plans, photographs, specific productions, and artist impressions) are indicative only and are subject to change. Any measurement noted is indicative and not to scale. All outlines on photographs are indicative only. The information does not constitute, and should not be considered as, a recommendation in relation to the investment in the business or property or a solicitation of the investment. You should satisfy yourself as to the accuracy and completeness of the information through your own inspections, surveys, enquiries, and searches by your own independent consultants, and we recommend that you obtain independent legal, financial, and taxation advice. This includes as to whether any listing price is inclusive or exclusive of GST.
Valuation and Responsibility
We are not valuers and make no comment as to the value of the business or property. "Sold/leased" designations show only that stock is "currently not available," not that the business or property is contracted or settled. If you require a valuation, we recommend that you obtain advice from a registered valuer. This memorandum does not and will not form part of agreement for the business or property. The only information, representations, and warranties upon which you will be entitled to rely will be as expressly set out in the term sheet. Interested parties will be responsible for meeting their own costs of participating in the investment process for the business or property.
Liability and Authorisation
We will not be liable to you (to the full extent permitted by law) for any liabilities, costs, or expenses incurred in connection with the information, whether the loss or damage arises in connection with any negligence, default, or lack of care on our part. No person is authorised to give information other than the information in this document and any statement or representation by an officer, agent, supplier, customer, relative, or employee of the vendor will not be binding on the vendor or us. To the extent that any of the above paragraphs may be construed as being a contravention of any law of the state or the Commonwealth, such paragraphs should be read down, severed, or both, as the case may require, and the remaining paragraphs shall continue to have full force and effect.
PURPOSE OF THE DOCUMENT
Michael Walker in the capacity of the manager and director of Faisan Estate Wines ABN 65 164 046 922 has decided to seek investors for the business Faisan Estate Wines and has requested that Allbiz Deal Room Pty Ltd (ABN 56 630 339 150) serve as the process's communication medium. This confidential information memorandum ("Memorandum") has been prepared for selected parties with a preliminary understanding of the business of Faisan Estate Wines and to assist the recipient of the memorandum ("Recipient") in making their own independent appraisal of Faisan Estate Wines before making any investment. The memorandum does not purport to be complete or contain all of the information that a prospective investor may require. No representation or warranty is made (or will be made in any investment agreement) as to the accuracy, reliability, or completeness of any information contained in this memorandum for Faisan Estate Wines , or the directors or shareholders of Faisan Estate Wines, the consultant Matthew Holland, or Allbiz Deal Room (ABN 56 630 339 150).
The Recipient agrees by receiving this memorandum that it shall not copy, reproduce, or distribute to others this Memorandum, whether in whole or in part, without the prior written consent of Faisan Estate Wines . Further, the recipient of this memorandum will keep permanently confidential all information contained herein that is not already public and will use this memorandum only for assessing Faisan Estate Wines . On request, the recipient will promptly return all material received from the Faisan Estate Wines , the directors, and Allbiz Deal Room, including this memorandum, without retaining copies.
Projections and Currency
All projections in this memorandum have been prepared by Faisan Estate Wines ,or their accountants for inclusion in this memorandum. Any past or projected profit assumptions are examples only; they do not constitute, and should not be regarded as, a representation that the projected results will actually be achieved or that the underlying assumptions are valid or can be met under new management. The projections are subject to uncertainties and contingencies, all of which are difficult to predict and many of which are beyond the control of Faisan Estate Wines . Allbiz Deal Room and the consultant, Matthew Holland have not independently verified the projections. All currency amounts are expressed in Australian dollars unless otherwise stated.
All inquiries in connection with this investment process in general should be directed to the listing owner, who is representing themselves in the transaction. All contact between the directors and employees of Faisan Estate Wines and prospective investors will be arranged by the seller named in this document. Under no circumstances should prospective investors/investors contact staff or employees of Faisan Estate Wines .
CONDITIONS OF ISSUE
Acceptance and Return
  1. This memorandum is supplied on the following conditions, which are expressly accepted and agreed to by the recipient in part as consideration for the supply of the memorandum, as evidenced by the recipient's retention of this document. If these conditions are not acceptable, the memorandum is to be returned. Independent Evaluation
  1. This memorandum does not purport to contain all of the information that may be required to evaluate an investment in Faisan Estate Wines , intending investors and their respective advisors should conduct their own independent review, investigation, and analysis of the business listing and the information contained in or referred to in this document. No Representations or Warranties
  1. Neither the director(s), the company, the consultant, nor the partners and employees of the consultant, nor their respective subsidiaries or associated companies or businesses, shareholders, directors, partners, or offices (collectively the "Beneficiaries"), make any representation or warranty, express or implied, as to the accuracy, reliability, or completeness of the information contained in this memorandum or subsequently provided to the recipient by any of the beneficiaries. Liability Exclusion
  1. Except to the extent that liability under any law cannot be excluded, the beneficiaries shall have no liability arising in relation to the information contained in this memorandum or in any other way for errors or omissions (including liability to any person by reason of negligence). Estimates and Projections
  1. The estimates and projections in this memorandum rely heavily on subjective analysis and judgement, which may or may not be accurate. There are typically discrepancies between forecasts and actual outcomes, and events frequently deviate from expectations. Independent Review
  1. The recipient, any intending investors, and their respective advisors should conduct their own independent review of the assumptions, calculations, and accounting policies underlying the estimates and projections. The beneficiaries may update or supplement this information at their sole discretion and without any obligation to do so. The provision of any additional information is subject to these terms and conditions. Non-Binding Nature
  1. This Memorandum, including any update or supplement to this document, does not and will not form part of any term sheet or investment agreement that may result from the review, investigations, and analysis of the company by the recipient, intending investors, and/or their respective Any agreement for the investment in the company will contain any and all information, representations, and warranties upon which the recipient or any other intending investor should rely. Formal Agreement
  1. The formal investment agreement or term sheet will also contain an acknowledgement by the recipient that it has not relied on any representations or warranties by any of the beneficiaries in entering into the agreement other than any representations and warranties set out in the agreement itself. Right to Reject
  1. The company reserves the right to evaluate any offers and to reject any and all offers submitted without giving reasons. The beneficiaries shall not be liable to compensate the recipient or any intending investors for any costs or expenses incurred in reviewing, investigating, or analysing any information in relation to the company, whether in making an offer or otherwise. The information in this memorandum is provided to the recipient only as a matter of It does not amount to a recommendation, either expressly or impliedly, with respect to the purchase of the company. Appropriateness and Expert Advice
  1. The information in this memorandum may not be appropriate for all persons, and it is not possible for the beneficiaries to have regard to the investment objectives, financial situation, and particular needs of each person who reads or uses the information in this memorandum. Before acting in reliance on the information in this memorandum, the recipient should check its accuracy, reliability, and completeness and obtain independent and specific advice from appropriate experts.
INTRODUCTION - A MESSAGE FROM THE FOUNDER
Michael Walker shares his vision for transforming cool-climate winemaking in the Orange region through blending modern and old world artisanal techniques and sustainable growth strategies.
A MESSAGE FROM THE FOUNDER
Dear Potential Investors,
When I returned from seven years abroad, including extensive time in Europe's finest wine regions, I knew Faisan Estate represented something extraordinary. Founded by my parents Colin and Trish Walker in 1991, our family vineyard sits majestically at the foothills of Mount Canobolas, where the terroir mirrors the legendary conditions of Burgundy and Bordeaux.
As a second-generation winemaker, I've dedicated the past 15 vintages to perfecting our craft. We don't mass-produce; we create artisanal wines through minimal intervention, extended maceration, and French oak maturation. Each bottle represents our unwavering commitment to quality over quantity.
The Orange region's unique elevation (780m above sea level) and cool climate create ideal growing conditions for premium varietals. Our 6.5 hectares currently yield exceptional Cabernet Sauvignon, Shiraz, Chardonnay, Semillon, and Pinot Noir, with wines that consistently rival European standards.
This investment opportunity represents our next growth phase. We're seeking AUD $3.2 million to expand production capacity, enhance our cellar door experience, develop premium accommodation facilities, and penetrate international markets. Our vision extends beyond winemaking to creating a world-class destination that celebrates the artistry of cool-climate viticulture.
Join us in transforming Australian wine culture while building substantial returns through our convertible note offering.
Warmest regards,
Michael Walker
Founder & Winemaker
INTRODUCTION EXECUTIVE SUMMARY
Faisan Estate seeks AUD $3.2M through convertible notes to expand premium wine production, develop hospitality facilities, and capture international market opportunities.
65%
Gross Margins
$2.4M
3-Year Revenue Target
300%
Projected EBITDA Growth
EXECUTIVE SUMMARY
Faisan Estate Wines presents a compelling investment opportunity in Australia's premium cool-climate wine sector. Located in the prestigious Orange region of NSW, our boutique winery has established a reputation for producing exceptional French-style wines that consistently receive critical acclaim.
Investment Proposition:
  • Convertible Note: AUD $3.2 million
  • Term: 3 years
  • Interest Rate: 7.5% per annum
  • Conversion Option: 30% equity stake
  • Minimum Investment: AUD $50,000
Key Investment Highlights: Our 6.5-hectare vineyard, situated 780m above sea level, benefits from optimal cool-climate growing conditions. Current annual production capacity of 2,500 cases generates approximately AUD $750,000 in revenue, with gross margins exceeding 65%. The business model combines direct-to-consumer sales (40%), cellar door sales (35%), and wholesale distribution (25%).
Growth Strategy: Funds will enable production expansion to 8,000 cases annually, development of premium accommodation facilities, international market entry, and enhanced cellar door experiences. Conservative projections indicate revenue growth to AUD $2.4 million within three years.
Competitive Advantages: Single-estate production, minimal intervention winemaking, established brand recognition, prime terroir, and experienced management team led by second-generation winemaker Michael Walker. Our wines consistently outperform regional benchmarks in quality assessments.
Financial Projections: Current EBITDA of AUD $180,000 is projected to reach AUD $720,000 by year three, representing a 300% increase driven by expanded production, premium positioning, and diversified revenue streams through hospitality services.
Investment Proposition:
Convertible Note offering
Key Investment Highlights:
Premium vineyard assets
Growth Strategy:
Expansion to 8,000 cases
INTRODUCTION - HISTORY AND KEY BUSINESS MILESTONES
From humble beginnings in 1985 to becoming a recognised premium winery, Faisan Estate's journey reflects three decades of dedication to cool-climate winemaking excellence.
HISTORY AND KEY BUSINESS MILESTONES
1
1985 - The Foundation Years
With the first acre of Cabernet Sauvignon grapes planted on the slopes of Mount Canobolas in 1985, Colin and Trish Walker bought the property in 1990, establishing the foundation of what would become Faisan Estate. The site selection was meticulous, chosen for its red basalt and gravel soils, optimal elevation, and cool-climate conditions.
2
1991 - Official Winery Establishment
Faisan Estate Wines was formally established, with the first commercial vintage producing limited quantities of premium Cabernet Sauvignon. The winery's philosophy of quality over quantity was established from inception, focusing on minimal intervention techniques and French oak maturation.
1985-2002 - Vineyard Expansion Era
Systematic expansion saw the addition of Cabernet Franc, Merlot, Shiraz, Pinot Noir, Chardonnay, and Semillon plantings. The vineyard grew to its current 6.5 hectares, with 2.5 hectares each of Cabernet Sauvignon and Shiraz, 0.8 hectares each of Chardonnay and Semillon, and 0.4 hectares of Pinot Noir.
2002-2010 - Strategic Hiatus
Due to Colin's increasing commitments with the Department of Agriculture, wine production temporarily ceased. During this period, fruit was sold to other premium wine producers, maintaining vineyard quality and reputation while preserving the estate's potential.
2010 - Renaissance Under Michael Walker
Michael Walker returned from seven years in Europe, bringing international experience and renewed vision. His first vintage marked the beginning of Faisan Estate's modern era, introducing innovative techniques including wild yeast fermentation and whole bunch fermenting.
2011-Present - Growth and Recognition
Michael assumed full-time operations, implementing sustainable practices and achieving consistent critical acclaim. Recent infrastructure investments include on-site bottling facilities and DIAM closure systems for premium wines, ensuring quality control throughout the production process.
INTRODUCTION - TYPICAL CUSTOMERS
Faisan Estate serves discerning wine enthusiasts, hospitality venues, and international collectors who appreciate artisanal cool-climate wines crafted with French techniques.
Wine Enthusiasts
Hospitality Venues
International Collectors
TYPICAL CUSTOMERS
Sophisticated Wine Enthusiasts (40% of sales)
Our core demographic comprises affluent wine lovers aged 35-65 with household incomes exceeding AUD $100,000. These customers appreciate artisanal production methods, terroir expression, and limited-production wines. They typically purchase 6-12 bottles per transaction, focusing on premium varietals for personal consumption and cellaring.
Premium Hospitality Venues (25% of sales)
High-end restaurants, boutique hotels, and wine bars in Sydney, Melbourne, and regional NSW represent significant wholesale opportunities. These establishments value our story, quality consistency, and unique positioning as a cool-climate specialist. Average orders range from AUD $2,000-$8,000 quarterly.
Wine Tourism Visitors (35% of sales)
Our cellar door attracts sophisticated tourists seeking authentic experiences. Typical visitors are couples or small groups aged 30-60, often from Sydney (3-hour drive), seeking premium wine experiences with personal interaction. Average spend per group: AUD $150-$300, including tastings and purchases.
International Collectors and Importers
Emerging segment representing future growth opportunities. European and Asian markets show strong interest in our Cabernet Sauvignon and Chardonnay, particularly given their French-style characteristics and competitive pricing versus European equivalents.
Corporate and Special Events
Local businesses and individuals purchasing for corporate gifts, weddings, and special occasions. This segment appreciates our personalised service, including custom labelling options and direct engagement with the winemaker.
Customer Loyalty and Retention: Our mailing list exceeds 1,200 active customers with 70% repeat purchase rates. Customer lifetime value averages AUD $2,400, driven by quality consistency, personal relationships, and exclusive releases. Social media engagement consistently outperforms regional benchmarks, reflecting strong brand advocacy and customer satisfaction.
INTRODUCTION - MEET THE TEAM
Led by second-generation winemaker Michael Walker, our experienced team combines traditional winemaking expertise with modern business acumen and sustainable practices.
MEET THE TEAM
Michael Walker - Founder & Head Winemaker
Michael brings 13 vintages of winemaking experience combined with international business expertise. After completing Agricultural studies in the UK and seven years in London's corporate telecommunications sector, he returned to revitalise the family estate. His unique blend of traditional winemaking knowledge, gained from his father and European mentors, with modern business analytics creates a powerful leadership foundation. Michael holds responsibility for all winemaking decisions, business strategy, and customer relationships.
Colin Walker - Founder & Viticultural Consultant
Co-founder Colin brings over 30 years of viticultural expertise and deep understanding of the Orange region's unique terroir. His background with the Department of Agriculture provides invaluable insights into sustainable farming practices and regional development. Colin continues to advise on vineyard management, soil health, and long-term sustainability strategies.
Seasonal Harvest Team
Seasonal Harvest Team - Our carefully selected harvest team comprises experienced local viticulturists and seasonal workers who understand our quality standards. Team members return annually, ensuring consistency in grape handling and maintaining our minimal intervention philosophy throughout the growing and harvest seasons.
Future Team Expansion
Future Team Expansion - Investment proceeds will enable hiring of additional key personnel including an assistant wine maker, a dedicated sales and marketing manager, cellar door coordinator, and hospitality manager to support our expansion into accommodation services and enhanced visitor experiences.
INTRODUCTION - SWOT ANALYSIS
Comprehensive assessment of Faisan Estate's strategic position, highlighting significant strengths and opportunities while addressing challenges and potential risks.
SWOT ANALYSIS
STRENGTHS
  • Premium terroir advantage with optimal cool-climate growing conditions at 780m elevation, red basalt soils, and proximity to Mount Canobolas creating ideal conditions for Burgundian and Bordeaux varietals.
  • Established brand reputation built over 30+ years with strong customer loyalty and repeat purchase rates exceeding 70%.
  • Experienced second-generation leadership combining traditional winemaking expertise with modern business acumen.
  • Single-estate production model ensuring complete quality control from grape to bottle.
  • Strategic location three hours from Sydney, positioned within the renowned Orange wine region.
  • Minimal debt structure and strong cash flow generation from premium pricing strategy.
WEAKNESSES
  • Limited production capacity constraining growth opportunities and market penetration.
  • Small team structure creating operational vulnerabilities and succession planning challenges.
  • Dependence on single revenue stream with limited diversification.
  • Cellar door facilities require modernisation to meet growing tourism expectations.
  • Limited international market presence despite product quality advantages.
  • Seasonal cash flow variations typical of agricultural businesses.
  • Technology infrastructure needs upgrading to support e-commerce growth and customer relationship management.
OPPORTUNITIES
  • Growing domestic demand for premium cool-climate wines, particularly among affluent demographics.
  • International market expansion potential, especially European and Asian markets seeking Australian premium wines.
  • Wine tourism growth in Orange region creating increased visitor traffic.
  • Development of on-site accommodation facilities capitalising on agritourism trends.
  • Corporate events and wedding venue opportunities given scenic location and premium facilities.
  • Direct-to-consumer sales growth through enhanced e-commerce capabilities.
  • Sustainable and organic certification opportunities appealing to environmentally conscious consumers.
THREATS
  • Climate change impacts on growing conditions and vintage variability.
  • Increasing competition from other Orange region wineries and national premium producers.
  • Economic downturns affecting luxury spending and wine consumption patterns.
  • Supply chain disruptions affecting packaging materials and distribution.
  • Regulatory changes in alcohol taxation and labelling requirements.
  • Labour shortages during critical harvest periods.
  • Currency fluctuations impacting international expansion plans.
INTRODUCTION - OUR PRODUCTS OR SERVICES
Faisan Estate crafts premium single-vineyard wines using traditional French techniques, complemented by authentic cellar door experiences and personalised customer service.
OUR PRODUCTS OR SERVICES
Core Wine Portfolio:
Cabernet Sauvignon (Flagship Product)
Our signature wine represents 35% of production, crafted from 2.5 hectares of premium vines. Extended maceration and French oak maturation create wines rivalling Bordeaux in complexity and structure. Retail price: AUD $45-$65 per bottle. This wine consistently receives critical acclaim and drives premium positioning.
Chardonnay (Flagship Product)
Our best selling wine, with wild yeast fermentation and selective French oak treatment create complex, mineral-driven wines. Grown on 0.8 hectares at optimal elevation for cool-climate expression. Retail price: AUD $35-$48 per bottle. Represents 20% of production with strong restaurant trade adoption.
Shiraz/Syrah
Cool-climate expression from 2.5 hectares, utilising whole bunch fermentation and minimal intervention techniques. Our Syrah showcases elegant pepper and spice characteristics distinct from warmer climate expressions. Retail price: AUD $40-$55 per bottle. Represents 30% of total production.
Specialty Varietals - Limited production Pinot Noir (0.4 hectares), Semillon (0.8 hectares), and Cabernet Franc offer portfolio diversity and premium pricing opportunities. These wines command AUD $38-$55 per bottle and create exclusivity for collectors.
Gnoo Blas Sauvignon Blanc - Sourced from high-altitude vineyard (900m+), barrel-fermented to create distinctive Australian expression. This wine demonstrates our commitment to terroir expression and cool-climate specialisation.
Service Offerings:
Cellar Door Experience
Personalised tastings with winemaker interaction, vineyard tours, and premium hospitality. Average group spend: AUD $150-$300. Open by appointment ensuring quality customer experience and brand storytelling.
Direct Sales and Distribution
Online sales platform with NSW free shipping, wine club membership, and corporate sales programs. Wholesale distribution to premium venues across eastern Australia.
Custom Services
Private labelling for corporate clients, wedding wines, and special occasions. Personalised service including direct winemaker consultation distinguishes our offering from mass-market producers.
Future Service Development
Planned premium accommodation facilities, event hosting capabilities, and enhanced cellar door experiences to capture growing agritourism market and create additional revenue streams.
INTRODUCTION - COMPETITOR ANALYSIS
Faisan Estate competes within the premium Orange region wine market, differentiated by single-estate production, French techniques, and personalised customer experiences.
Premium Positioning
Single-Estate Production
Best of Modern and Old World Techniques
Personalised Experiences
COMPETITOR ANALYSIS
Direct Regional Competitors:
Broader Market Competitors:
Hunter Valley Premium Producers
Established region with strong tourism infrastructure and brand recognition. However, warmer climate limits cool-climate varietal expression, providing Faisan Estate with distinct terroir advantages for Pinot Noir and Chardonnay production.
Adelaide Hills Boutique Wineries
Similar cool-climate positioning but greater geographic distance from Sydney market. Transport costs and logistics provide competitive advantages for Orange region producers serving NSW markets.
Competitive Advantages:
Single-Estate Production
Complete control over quality from vineyard to bottle, ensuring consistency and enabling premium positioning.
Artisanal Approach
Minimal intervention winemaking and French techniques create distinctive product differentiation versus mass-produced alternatives.
Personal Relationships
Direct winemaker interaction and personalised service create strong customer loyalty and premium pricing power.
Terroir Expression
Unique vineyard site and elevation provide distinctive wine characteristics difficult to replicate.
Market Positioning: Premium but accessible pricing creates competitive advantage over higher-priced boutique producers while maintaining quality differentiation from mass-market wines.
Strategic Response: Our expansion strategy addresses facility limitations while preserving artisanal character and personalised service that differentiates us from larger competitors.
INTRODUCTION - ROADMAP AND GROWTH OPPORTUNITIES
Strategic three-year expansion plan targeting production growth, facility development, market expansion, and revenue diversification to capitalise on premium wine market opportunities.
ROADMAP AND GROWTH OPPORTUNITIES
Strategic three-year expansion plan targeting production growth, facility development, market expansion, and revenue diversification.
Year One (2025) - Foundation Enhancement
Production capacity expansion from 2,500 to 4,000 cases through equipment upgrades and process optimisation and the planting a further 3 hectare vineyard. Investment in modern fermentation tanks, additional French oak barrels, and enhanced bottling capabilities. Cellar door facility renovation creating premium tasting experiences and improved customer amenities. Staff expansion including dedicated sales coordinator and part-time hospitality assistant.
Revenue target: AUD $1.2 million with 35% growth over current levels.
2
Year Two (2026) - Market Expansion and Diversification
International market entry targeting European and Asian premium wine segments through strategic partnerships and export relationships. Development of luxury accommodation facilities including two premium vineyard cottages capable of hosting 4-8 guests. Wedding and corporate event capabilities through venue infrastructure improvements. Production capacity reaches 6,000 cases annually. E-commerce platform enhancement and customer relationship management system implementation. Revenue target: AUD $1.8 million with 50% growth driven by diversified income streams.
Year Three (2027) - Market Leadership and Premium Positioning
Full production capacity of 8,000 cases annually with enhanced quality control and premium positioning. Established international distribution relationships generating 25% of total sales. Accommodation services fully operational with 70% annual occupancy rates. Corporate and wedding event hosting generating AUD $200,000+ annual revenue. Brand recognition as leading Orange region boutique producer. Revenue target: AUD $2.4 million representing 220% growth from current levels.
Strategic Growth Opportunities:
Premium Accommodation Development
Luxury vineyard cottages with exclusive wine experiences, targeting affluent tourism market. Projected revenue: AUD $150,000-$250,000 annually.
International Market Penetration
European markets seeking premium Australian cool-climate wines, Asian markets with growing wine consumption. Target: 1,500 cases annually by year three.
Corporate Events and Weddings
Scenic location and premium facilities create opportunities for high-value events. Projected revenue: AUD $100,000-$200,000 annually.
Wine Club and Direct Sales Growth
Enhanced customer loyalty programs and premium member benefits. Target: 2,000 active members by year three.
Sustainable Certification
Organic and biodynamic certification appealing to environmentally conscious consumers and premium markets.
Technology Integration
Advanced vineyard monitoring, production tracking, and customer management systems enhancing efficiency and quality control.
INTRODUCTION - USE OF CAPITAL
$3.2M
Investment
Strategic allocation across key growth areas
Strategic allocation of AUD $3.2 million investment across production expansion, facility development, market growth, and working capital to maximise return on investment.
USE OF CAPITAL
Production Capacity
AUD $1,200,000 (37.5%)
Facility Development
AUD $950,000 (29.7%)
Marketing
AUD $450,000 (14.1%)
Working Capital
AUD $350,000 (10.9%)
Contingency
AUD $250,000 (7.8%)
Production Capacity Enhancement - AUD $1,200,000 (37.5%)
Modern fermentation equipment including temperature-controlled stainless steel tanks, pneumatic press systems, and advanced filtration equipment. Purchase of additional French oak barrels for premium wine maturation. Bottling line improvements and packaging equipment upgrades. Laboratory equipment for enhanced quality control and analysis capabilities. Cold storage expansion for optimal wine preservation. These investments enable production growth from 2,500 to 8,000 cases annually while maintaining artisanal quality standards. Expanding production by planting a 3 hectare vineyard for further production of our signature Pinot Noir and Chardonnay
Facility Development and Infrastructure - AUD $950,000 (29.7%)
Cellar door renovation creating world-class tasting experiences with improved customer amenities, temperature-controlled wine storage, and premium presentation areas. Construction of two luxury vineyard cottages featuring premium accommodation for 4-8 guests each, designed to capture growing agritourism market. Event venue infrastructure including covered outdoor areas, commercial kitchen facilities, and wedding reception capabilities. Vineyard accessibility improvements and scenic walking trails enhancing visitor experience.
Marketing and Market Expansion - AUD $450,000 (14.1%)
International market development including trade shows, distributor relationships, and export compliance requirements. Brand development and premium packaging design reflecting quality positioning. Digital marketing platform enhancement including e-commerce capabilities, customer relationship management systems, and social media presence. Sales team expansion and training programs. Trade marketing support for wholesale customers and venue partnerships.
Working Capital and Operational Requirements - AUD $350,000 (10.9%)
Inventory financing for increased production levels including raw materials, packaging, and finished goods. Seasonal labour costs during expanded harvest and production operations. Insurance and compliance requirements for enhanced operations. Technology infrastructure including vineyard monitoring systems, production tracking, and customer management platforms. Professional services including legal, accounting, and consulting support for growth initiatives.
Contingency and Strategic Opportunities - AUD $250,000 (7.8%)
Reserve funds for unexpected opportunities or operational requirements. Additional vineyard development potential including new varietals or expansion plantings. Equipment maintenance and replacement schedules. Market volatility protection and cash flow management during expansion phase.
Expected Return on Investment:
Conservative projections indicate revenue growth from AUD $750,000 to AUD $2.4 million within three years, representing 220% increase. EBITDA expansion from AUD $180,000 to AUD $720,000 creates strong cash flow generation supporting convertible note returns and equity value creation.
INVESTMENT PROCESS
The directors of Faisan Estate Wines will manage the investment process, including all negotiations, offers, and inspections. Steps in the Investment Process:
Due Diligence
Complete your final due diligence Before making any final decisions, it is essential to complete your final due diligence. This process involves conducting a thorough review of all relevant documents and information to ensure that you have a complete understanding of the situation. It is important to carefully read and analyse any contracts, agreements, and financial statements that are involved in the decision-making process. You should also research the organisation or individual that you are considering working with to ensure they have a good reputation and a history of success. By completing your final due diligence, you can proceed confidently knowing that you have thoroughly assessed all aspects of the situation.
Investment Application
Fill out the investment application Before you start investing, it's important to fill out the investment application. The investment application is a crucial document that provides information about the you, the investor including your financial status. It contains personal information such as name, address, contact details, and investor status. In addition to that, it requires information about your employment status, income, net worth, and investment experience.
3
Term Sheet
A term sheet / offer document will be issued The term sheet will include information such as the investment deliverables, timeline, payment structure, and any other pertinent information required. After the term sheet is issued, both parties will have the opportunity to review and provide feedback before proceeding to the final agreement
Deposit
Deposit the funds into the specified account To begin making your investment, deposit the funds into the designated account. Proceed to make the deposit through your financial institution or online banking platform, and include your full name in the transaction's reference ID. Once the transaction is complete, it is best to confirm the deposit by checking the account balance or requesting a receipt.
Final Agreement
A final agreement will be issued A final agreement will be issued to formally document the agreement between the parties. This final agreement will contain the terms and conditions and serve as a legally binding document that will govern the relationship between the parties involved and will be used as a reference point in case of any disputes or conflicts in the future. The issuance of a final agreement is an essential part of the agreement process, as it ensures that all parties involved are aware of their obligations and responsibilities and provides clarity and transparency in the agreement reached.
CONTACT DETAILS AND THANKS
Investment Enquiries:
Michael Walker
Founder & Winemaker
Faisan Estate Wines
ABN 65 164 046 922
Address:
150 Lemmons Road
Borenore NSW 2800
Australia
Contact Information:
Phone: +61 458 890 391
Email: info@faisanestate.com.au
Website: www.faisanestate.com.au
Professional Advisors:
Legal: Somerville Legal
  • Level 10 – 32 Walker St, North Sydney NSW 2060
Accounting: [To be confirmed]
Financial Advisory: [To be confirmed]
Investment Structure:
  • Total Fundraising Target: AUD $3.2 million
  • Minimum Investment: AUD $50,000
  • Term: 3 years
  • Interest Rate: 7.5% per annum
  • Conversion Option: 30% equity stake
  • Security: First ranking security over winery assets
Next Steps:
Interested investors are invited to contact Michael Walker directly to discuss this opportunity. Due diligence materials including financial statements, production records, and detailed business plans are available upon request. Site visits and tastings can be arranged by appointment.
Important Disclaimer:
This Investment Information Memorandum contains forward-looking statements based on current expectations and assumptions. Actual results may differ materially from those projected. Wine production involves inherent risks including weather, market conditions, and operational factors. Past performance does not guarantee future results. Professional financial advice should be sought before making investment decisions.
Thank You:
We appreciate your interest in Faisan Estate Wines and the opportunity to share our vision for premium cool-climate wine production. Our commitment to quality, sustainability, and customer satisfaction drives everything we do. We look forward to partnering with investors who share our passion for exceptional wine and sustainable business growth.
Together, we can build something truly special while generating attractive returns for our investment partners.