CHROME TEMPLE MICRO

Microsyndication for Collectible Cars

BUSINESS PLAN

2025-2029

CONFIDENTIAL

Table of Contents

  1. Executive Summary
  2. Company Background
  3. Market Analysis
  4. Business Model
  5. Investment Strategy
  6. Financial Plan
  7. Marketing Strategy
  8. Operational Plan
  9. Risk Analysis
  10. Implementation Timeline

1. Executive Summary

Our Vision

Chrome Temple Micro represents a revolutionary opportunity in the collectible car investment space—a microsyndication platform designed to democratize access to automotive art investments. Building on the success of Chrome Temple's flagship Mach 1 Fund, Chrome Temple Micro aims to lower the barrier to entry for automotive enthusiasts and investors seeking exposure to this unique asset class.

By reducing the minimum investment requirement from $100,000 to just $10,000, Chrome Temple Micro will open the doors to a broader market of potential investors while maintaining the same professional management, data-driven acquisition strategy, and rigorous vehicle selection process that has made the Mach 1 Fund successful.

Market Opportunity

The collectible car market has demonstrated remarkable resilience and growth, with premium collectible vehicles outperforming traditional investment classes over the past decade. With returns averaging 11% annually for Chrome Temple's existing fund, the market for automotive art investments presents a compelling opportunity for wealth creation and portfolio diversification.

Research indicates a significant gap in the market for investment vehicles that cater to enthusiasts and investors with $10,000-$50,000 to allocate to collectible car exposure. Chrome Temple Micro is strategically positioned to capture this underserved segment.

Business Model

Chrome Temple Micro will operate as a managed investment unit trust, structured as a subsidiary of Chrome Temple with its own distinct portfolio of vehicles. The fund will target a carefully curated selection of emerging classics and modern collectibles with strong appreciation potential.

Revenue will be generated through a combination of:

  • Management fees (1.5% annually)
  • Performance fees (15% on returns above a 5% hurdle rate)
  • Vehicle acquisition and divestment fees (2% each)

Financial Highlights

$5M
Target AUM Year 1
$25M
Target AUM Year 3
9-12%
Target Annual Returns
$10K
Minimum Investment

Investment Required

Chrome Temple Micro requires initial capital of $500,000 to establish operations, fund marketing initiatives, secure necessary regulatory approvals, and acquire the first selection of vehicles. The parent company, Chrome Temple, will provide this initial investment.

Implementation Timeline

Chrome Temple Micro is scheduled for a phased launch beginning in Q3 2025, with the first investment opportunities available to selected investors by Q4 2025. Full public launch is scheduled for Q1 2026, with targeted assets under management of $5 million within the first year of operations.

2. Company Background

Chrome Temple: The Parent Company

Chrome Temple was established in 2021 as Australia's first dedicated vehicle investment firm, focusing on creating investment opportunities in the collectible automotive space. The company's mission is to make returns from buying, holding, and selling performance cars, taking a data-driven, unemotional, and professional approach to maximize returns while making automotive investments accessible to investors.

Since its inception, Chrome Temple has built a reputation for excellence in the automotive investment space, with media coverage from prestigious outlets including The Australian Financial Review, News.com.au, and various automotive publications. The company is recognized for its deep expertise in vehicle valuation, market timing, and acquisition strategy.

The Mach 1 Fund

Chrome Temple's flagship offering, the Mach 1 Fund, is a managed investment unit trust that invests in a curated portfolio of last-of-the-line vehicles. Launched in May 2021, the Mach 1 Fund has delivered impressive results:

+37%
Net Cumulative Returns (since May 2021)
+11%
Net Annualized Returns (CAGR)
$12M+
Assets Under Management
20+
Vehicles in Portfolio

The Mach 1 Fund utilizes a stringent vehicle selection process, with less than 6% of vehicles considered passing the rigorous evaluation criteria. The fund's focus is on last-of-the-line, limited production vehicles from premium manufacturers, which often represent the culmination of a model's development and hold significant collector appeal.

With a minimum investment of $100,000, the Mach 1 Fund primarily serves high-net-worth individuals and sophisticated investors. The fund is structured to be SMSF-compliant and offers semi-annual exit windows for investors.

Chrome Temple's Track Record

Chrome Temple has demonstrated exceptional ability in identifying vehicles with strong appreciation potential. Notable examples from their portfolio include:

Vehicle Holding Period Annualized Return Gross Return
Lamborghini (Model A) 11 Months 80% 74%
Mercedes-Benz (Model B) 28 Months 20% 48%
Ferrari (Model C) 5 Months 115% 47%
Lamborghini (Model D) 29 Months 18% 43%

In addition to long-term holdings, Chrome Temple has demonstrated skill in tactical trading, generating significant returns on shorter-term holds:

Vehicle Holding Period Annualized Return Gross Return
Lamborghini (Model E) 45 Days 60% 7%
Mercedes-Benz (Model F) 88 Days 66% 12%
Aston Martin (Model G) 74 Days 97% 20%
Ferrari (Model H) 161 Days 56% 25%

The Need for Chrome Temple Micro

While the Mach 1 Fund has been successful, Chrome Temple has identified a significant opportunity in the market for a more accessible investment vehicle. Market research and customer inquiries have revealed strong interest from potential investors who are enthusiastic about collectible car investments but are unable to meet the $100,000 minimum investment requirement of the Mach 1 Fund.

Chrome Temple Micro is designed to address this market gap, applying the same proven investment methodology and expertise that has driven the success of the Mach 1 Fund, but with a lower entry point and a focus on emerging collectibles and modern classics that offer attractive risk-adjusted returns.

By leveraging Chrome Temple's established brand, expertise, and operational infrastructure, Chrome Temple Micro will be able to launch efficiently and scale quickly to meet market demand.

3. Market Analysis

Overview of the Collectible Car Market

The collectible car market represents a unique alternative asset class with distinctive characteristics that differentiate it from traditional investment vehicles. Over the past decade, premium collectible cars have demonstrated robust performance, outpacing many conventional investment options while offering tangible asset value and strong resistance to inflationary pressures.

According to data from specialty insurers and market analysts, the global collectible car market is estimated to be worth over $30 billion annually, with approximately 43 million vehicles in the United States alone fitting the definition of a collector vehicle—roughly 16% of all registered vehicles in the country.

Market Performance

The performance of collectible cars as an investment class has been noteworthy:

  • The HAGI Top Index, which tracks rare collector car prices, has shown compound annual growth of approximately 12.5% over the past 15 years.
  • Premium collectible cars have demonstrated more than 327% returns over the last 15 years, representing approximately 22% annualized returns.
  • The collectible car market has exhibited relatively low volatility, with annual price fluctuations typically under 10%.
  • Historically, collectible cars have outperformed both the stock market (by a factor of 4) and other passion assets (by a factor of 1.7).

While the market experienced a correction during the global pandemic, it has rebounded strongly, with particular strength in limited-production modern classics and vehicles from premium manufacturers like Ferrari, Lamborghini, Porsche, and Mercedes-Benz.

Market Segmentation

The collectible car market can be segmented into several key categories:

Segment Description Typical Price Range Growth Trend
Blue Chip Classics Rare vintage vehicles from prestigious marques, typically pre-1970s $1M - $50M+ Stable, long-term appreciation
Modern Classics Limited production vehicles from 1980s-2000s $100K - $1M Strong growth, high demand
Emerging Collectibles Recent limited production models (2000s-2020s) $50K - $500K Rapid growth, increasingly popular
Affordable Classics Mass-produced but culturally significant vehicles $20K - $100K Moderate growth, entry-level

Chrome Temple Micro will primarily focus on the Emerging Collectibles and Modern Classics segments, where price points are accessible for fractional ownership and growth potential remains strong. This strategy allows the fund to build a diversified portfolio of vehicles with different risk-return profiles.

Market Growth Drivers

Several key factors are driving growth in the collectible car market:

  • Generational Wealth Transfer: As Baby Boomers transfer wealth to younger generations, new collectors are entering the market with fresh perspectives and interests.
  • Rise of Alternative Investments: Increased investor interest in tangible, non-correlated assets as portfolio diversification tools.
  • End of Internal Combustion: As manufacturers transition to electric vehicles, the last generation of high-performance combustion engine vehicles is gaining collector appeal.
  • Digital Transformation: Online auction platforms, virtual showrooms, and digital verification technology are making collectible car transactions more accessible globally.
  • Demographic Shifts: Gen X and Millennial collectors entering their peak earning years are driving demand for vehicles from the 1980s, 1990s, and early 2000s.
  • Emerging Markets: Growing collector communities in Asia, the Middle East, and Latin America are expanding the global buyer pool.

Competitor Analysis

The market for collectible car investment funds and syndication platforms is still relatively nascent, with a limited number of established players:

Competitor Business Model Minimum Investment Geographic Focus Differentiators
Chrome Temple Mach 1 Fund Managed investment unit trust $100,000 Australia/Global Data-driven approach, SMSF compliant
The Classic Car Fund Traditional investment fund $50,000 Europe Focus on pre-1980s classics
Rally Fractional ownership platform $100-$500 per share United States Tokenized ownership, very low entry point
Curated Care Investment Private equity vehicle $250,000 Global Ultra-premium focus, limited accessibility
Supercar Sharing Fractional ownership club $25,000 Europe Usage rights included with ownership

Chrome Temple Micro is positioned to fill a significant gap in the market between high-minimum investment funds like the Mach 1 Fund and ultra-fractional platforms like Rally. With a $10,000 minimum investment, Chrome Temple Micro will appeal to serious automotive enthusiasts and investors looking for meaningful exposure to the collectible car market without the $100,000+ commitment typically required.

Target Market Size and Growth

The target market for Chrome Temple Micro consists of:

  • High-income automotive enthusiasts without the capital or desire to commit $100,000+ to a single investment vehicle
  • Young professionals seeking portfolio diversification through alternative assets
  • Self-Managed Super Fund (SMSF) trustees looking for compliant alternative investments
  • Existing car collectors interested in gaining exposure to market segments outside their current collection

Based on market research and industry analysis, we estimate the size of this target market to be:

  • Approximately 125,000 individuals in Australia with the means and interest to invest $10,000-$50,000 in collectible car exposures
  • A potential market size of $1.25-$6.25 billion domestically
  • Annual growth rate of 7-10% as alternative investments gain popularity

Chrome Temple Micro aims to capture 2-4% of this market over the next five years, representing $25-$250 million in assets under management.

Market Opportunities and Challenges

Opportunities:

  • First-mover advantage in the Australian microsyndication market for collectible cars
  • Leverage Chrome Temple's established expertise, reputation, and operational infrastructure
  • Growing interest in alternative investments among younger investors
  • Increasing popularization of fractional ownership models across asset classes
  • Rising collector interest in modern classics and emerging collectibles

Challenges:

  • Regulatory compliance requirements for microsyndication structures
  • Educating potential investors on the benefits and risks of collectible car investments
  • Managing operational costs and economies of scale with lower minimum investments
  • Maintaining vehicle quality standards with a more diverse portfolio
  • Navigating market volatility in emerging collectible segments

4. Business Model

Microsyndication Structure

Chrome Temple Micro will be structured as a managed investment unit trust, operating as a subsidiary of Chrome Temple. This structure offers several advantages:

  • Legal separation from the parent company while leveraging Chrome Temple's expertise and infrastructure
  • Established governance framework aligned with regulatory requirements
  • Familiar structure for financial advisors and investors
  • Compatibility with SMSF investments
  • Scalability to accommodate growing assets under management

Key Structural Elements:

  • Trustee: Specialized Investment and Lending Corporation Ltd (existing trustee of Mach 1 Fund)
  • Investment Manager: Chrome Temple Investments Pty Ltd
  • Fund Administrator: Third-party fund administration service provider
  • Custodian: Chrome Temple Asset Holdings Pty Ltd
  • Auditor: Independent accounting firm

The microsyndication will be governed by a comprehensive information memorandum, unit holder deed, and compliance framework. These documents will outline the rights and responsibilities of all parties, investment parameters, fee structures, and exit mechanisms.

Legal Framework

Chrome Temple Micro will operate within the following legal framework:

  • Managed Investment Scheme: Registered with the Australian Securities and Investments Commission (ASIC)
  • Wholesale Investor Focus: Initially targeting sophisticated investors as defined under Section 708 of the Corporations Act
  • Compliance with Financial Services Laws: Operating under Chrome Temple's existing Australian Financial Services License (AFSL)
  • SMSF Compliance: Structured to meet Self-Managed Super Fund investment requirements
  • Anti-Money Laundering: Full AML/CTF compliance framework

The legal structure will include:

  • Clear title and ownership structures for all vehicles in the portfolio
  • Robust valuation processes conducted by independent assessors
  • Transparent reporting and disclosure requirements
  • Defined exit mechanisms and liquidity provisions
  • Conflict of interest management procedures

Operational Model

Chrome Temple Micro will leverage the operational infrastructure and expertise of the parent company while establishing specific processes tailored to the microsyndication model:

Operational Area Process Responsibility
Vehicle Acquisition Research, identification, due diligence, negotiation, purchase Investment Committee & Acquisition Team
Vehicle Management Storage, insurance, maintenance, documentation, provenance verification Asset Management Team
Portfolio Management Diversification strategy, market analysis, hold/sell decisions, valuation Investment Manager & Strategy Team
Investor Relations Client communication, reporting, events, education, onboarding Investor Relations Team
Fund Administration Unit pricing, distributions, redemptions, accounting, compliance Third-party Administrator & Finance Team
Vehicle Divestment Market timing, sales channel selection, negotiation, transaction management Divestment Team & Investment Committee

Chrome Temple Micro will operate with a lean team structure, leveraging shared resources with the parent company where appropriate while maintaining dedicated personnel for key functions specific to the microsyndication.

Revenue Model & Fee Structure

Chrome Temple Micro will generate revenue through a multi-tiered fee structure designed to align the interests of investors and management:

Fee Type Amount Description
Management Fee 1.5% per annum Based on Net Asset Value (NAV), charged quarterly
Performance Fee 15% Of returns above a 5% annual hurdle rate, subject to high-water mark
Acquisition Fee 2% Of vehicle purchase price, to cover sourcing and due diligence
Divestment Fee 2% Of vehicle sale price, to cover marketing and transaction management
Administration Fee 0.25% per annum To cover third-party administration costs
Application Fee 2% One-time fee on initial investment (waived for early investors)

This fee structure is competitive with comparable alternative asset investment vehicles while providing sufficient revenue to support the specialized expertise and infrastructure required for successful collectible car investing.

Investment Terms

Chrome Temple Micro will offer investors the following key terms:

  • Minimum Investment: $10,000 initial investment, with additional investments in increments of $5,000
  • Minimum Holding Period: 12 months from initial investment
  • Exit Windows: Quarterly redemption opportunities (after minimum holding period) with 3-month notice
  • Maximum Redemption: Up to 10% of fund NAV per quarter (to manage liquidity)
  • Unit Pricing: Monthly valuations by independent assessors
  • Distributions: Primarily capital appreciation, with realizations upon vehicle sales
  • Term: Open-ended structure with an initial target of 5+ years of operation

The fund will implement a staggered redemption queue if redemption requests exceed the quarterly limit, with priority based on request date. This structure balances investor liquidity needs with the relatively illiquid nature of the underlying assets.

Investor Benefits & Experience

Chrome Temple Micro will offer investors a range of benefits beyond financial returns:

  • Community Access: Invitation to exclusive events and viewing opportunities
  • Educational Content: Regular webinars, market reports, and insights from automotive experts
  • Transparency: Comprehensive quarterly reporting on portfolio performance and market trends
  • Digital Access: Online portal for account management, vehicle information, and documentation
  • Networking: Opportunities to connect with fellow automotive enthusiasts and investors
  • First Refusal Rights: Priority access to new investment opportunities

While the fund is primarily focused on investment returns, Chrome Temple Micro recognizes the passion that drives interest in collectible cars and will create opportunities for investors to engage with the portfolio beyond pure financial considerations.

5. Investment Strategy

Investment Philosophy

Chrome Temple Micro will adopt the same data-driven, analytical approach that has proven successful for the Mach 1 Fund, while tailoring the strategy to focus on vehicles in the $50,000-$500,000 price range. The core investment philosophy centers on:

  • Value Identification: Targeting vehicles that represent relative value compared to market peers
  • Growth Potential: Selecting vehicles with strong future appreciation prospects based on market trends and historical patterns
  • Risk Management: Building a diversified portfolio across marques, eras, price points, and vehicle types
  • Market Timing: Strategic acquisition and divestment based on market cycle analysis
  • Quality Focus: Emphasizing vehicles with exceptional provenance, condition, and authenticity
"Our objective is simple: make returns from buying, holding, and selling performance cars. By taking a data-driven, unemotional, and professional approach, we aim to maximize returns while making automotive investments accessible to a broader audience."

Vehicle Selection Criteria

Chrome Temple Micro will apply a rigorous selection process to identify vehicles with the highest potential for appreciation. Key criteria include:

Primary Selection Factors

  • Rarity: Limited production numbers or special editions
  • Significance: Historical, technological, or cultural importance
  • Condition: Exceptional original condition or expert restoration
  • Provenance: Documented history and ownership
  • Authenticity: Original components and matching numbers
  • Market Position: Current valuation relative to potential

Supporting Considerations

  • Marque Prestige: Reputation and collectibility of the manufacturer
  • Generational Appeal: Interest across collector demographics
  • Media Presence: Coverage in enthusiast media and social platforms
  • Maintenance Economics: Cost and availability of parts and service
  • Usability: Appeal beyond pure investment considerations
  • Segment Growth: Increasing collector interest in the category

Chrome Temple Micro will use a proprietary scoring system to evaluate potential acquisitions against these criteria, with only vehicles scoring in the top 10% of evaluated opportunities being considered for purchase.

Target Vehicle Categories

Chrome Temple Micro will focus on four primary vehicle categories:

Category Description Target Allocation Expected Return Profile Example Vehicles
Modern Performance Icons Limited production performance vehicles from 2000-2020 40-50% 10-15% annually Porsche 997 GT3 RS, Ferrari F430 Scuderia, Lamborghini Gallardo Superleggera
Emerging Classics Distinctive models from 1980s-1990s with growing collector interest 25-35% 8-12% annually Ferrari 328 GTS, Mercedes-Benz 190E 2.5-16 Evolution, Audi Sport Quattro
Last-of-the-Line Specials Final editions of significant model lines 15-20% 12-18% annually Lamborghini Murciélago LP670-4 SV, Porsche 997 Speedster, Maserati GranTurismo MC Stradale
Future Collectibles Current or recent production vehicles with strong collector potential 5-10% 15-25% annually Alpine A110, Alfa Romeo 4C, BMW 1M Coupe

This diversified approach allows the fund to balance risk while capturing growth opportunities across different market segments. Allocations may be adjusted based on market conditions and opportunities.

Acquisition Process

Chrome Temple Micro will employ a systematic acquisition process:

1. Market Research & Identification

Continuous monitoring of market trends, auction results, and private sale data to identify potential acquisition targets.

2. Initial Evaluation

Preliminary assessment against investment criteria, valuation analysis, and market positioning review.

3. Due Diligence

Comprehensive inspection, documentation review, ownership history verification, and mechanical assessment by marque specialists.

4. Investment Committee Review

Formal presentation to the Investment Committee with detailed analysis, valuation, and return projections.

5. Negotiation & Acquisition

Strategic negotiation, purchase agreement formulation, and transaction execution.

6. Onboarding & Management

Vehicle documentation, storage arrangement, insurance placement, and maintenance planning.

Chrome Temple Micro will leverage the parent company's extensive network of dealers, auction houses, private collectors, and marque specialists to source exceptional vehicles, often accessing off-market opportunities not available to the general public.

Portfolio Construction & Diversification

The fund will construct a diversified portfolio to manage risk while maximizing return potential:

  • Marque Diversification: No more than 25% of the portfolio allocated to a single manufacturer
  • Era Diversification: Balanced exposure across different production decades
  • Price Point Diversification: Mix of entry-level, mid-range, and premium vehicles
  • Category Diversification: Distribution across sports cars, GT cars, performance sedans, and limited editions
  • Liquidity Management: Staggered holding periods to ensure regular liquidation opportunities

A target portfolio at $5 million AUM would include approximately 15-20 vehicles, with an average value of $250,000-$350,000 per vehicle. As the fund grows, both the number of vehicles and the diversity of the portfolio will increase.

Holding Strategy & Period

Chrome Temple Micro will employ a flexible holding strategy:

  • Core Holdings: Long-term positions (3-5+ years) in vehicles with strong appreciation potential
  • Tactical Opportunities: Medium-term positions (1-3 years) in vehicles with specific market timing considerations
  • Trading Positions: Short-term holdings (3-12 months) to capitalize on particular market inefficiencies

The fund will maintain a dynamic approach to holding periods, regularly reassessing each vehicle's position relative to market conditions, appreciation trajectory, and portfolio balance. Decisions to hold or sell will be based on:

  • Achievement of target return thresholds
  • Changes in market sentiment or trajectory
  • Opportunities to upgrade to more promising assets
  • Portfolio rebalancing requirements
  • Liquidity needs for investor redemptions

Vehicle Management & Value Preservation

Preserving and enhancing the value of portfolio vehicles is a critical aspect of the investment strategy. Chrome Temple Micro will implement comprehensive management protocols:

  • Storage: Climate-controlled, secure facilities with 24/7 monitoring
  • Maintenance: Scheduled preventative maintenance by marque specialists
  • Exercise: Regular operation to maintain mechanical health
  • Documentation: Meticulous record-keeping of all services, inspections, and authenticity validation
  • Insurance: Comprehensive coverage with agreed value policies
  • Security: Advanced tracking systems and security protocols

The fund will also implement strategies to enhance value where appropriate:

  • Factory certification programs for applicable vehicles
  • Provenance research and documentation enhancement
  • Selective concours and exhibition participation
  • Professional photography and documentation
  • Correction of minor defects that disproportionately impact value

These management practices ensure that vehicles maintain their condition, authenticity, and market value throughout the holding period while positioning them optimally for eventual sale.

6. Financial Plan

Startup Capital Requirements

Chrome Temple Micro requires initial capital to establish operations, obtain regulatory approvals, and acquire the first vehicles for the portfolio. The initial capital requirements are outlined below:

Category Description Amount (AUD)
Legal & Regulatory Fund establishment, legal documentation, regulatory filings $75,000
Initial Infrastructure Technology systems, security, storage facilities setup $60,000
Marketing & Branding Website, marketing materials, launch events $85,000
Operating Capital First 12 months of operations before fee revenue $180,000
Initial Vehicle Acquisition First vehicles for the portfolio (seed assets) $100,000
Total Initial Capital $500,000

This initial capital will be provided by Chrome Temple (the parent company) in exchange for equity in Chrome Temple Micro and management rights. The capital will support operations until the fund reaches sufficient scale to be self-sustaining through fee revenue.

Assets Under Management (AUM) Projections

Chrome Temple Micro has established the following targets for assets under management:

Year Target AUM (AUD) Number of Investors Average Investment Vehicle Portfolio Size
Year 1 $5 million 100-150 $33,000-$50,000 12-15 vehicles
Year 2 $10 million 200-300 $33,000-$50,000 25-30 vehicles
Year 3 $25 million 450-600 $42,000-$55,000 60-75 vehicles
Year 4 $40 million 700-900 $44,000-$57,000 100-120 vehicles
Year 5 $60 million 1,000-1,200 $50,000-$60,000 150-180 vehicles

These projections are based on market analysis, competitive benchmarking, and Chrome Temple's existing investor interest. The growth trajectory reflects both new investor acquisition and the expected appreciation of the vehicle portfolio over time.

Revenue Projections

Chrome Temple Micro will generate revenue through multiple fee streams:

Revenue Stream Year 1 (AUD) Year 3 (AUD) Year 5 (AUD)
Management Fees (1.5% of AUM) $75,000 $375,000 $900,000
Performance Fees (15% above 5% hurdle) $30,000 $225,000 $540,000
Acquisition Fees (2% of purchases) $100,000 $350,000 $450,000
Divestment Fees (2% of sales) $20,000 $200,000 $300,000
Administration Fees (0.25% of AUM) $12,500 $62,500 $150,000
Application Fees (2% of new investments) $100,000 $300,000 $400,000
Total Revenue $337,500 $1,512,500 $2,740,000

Revenue projections are based on target AUM growth, expected portfolio turnover rates, and historical performance metrics from Chrome Temple's Mach 1 Fund. Performance fees assume average annual portfolio appreciation of 10-12%.

Operating Expenses

Chrome Temple Micro will incur the following operating expenses:

Expense Category Year 1 (AUD) Year 3 (AUD) Year 5 (AUD)
Staff & Management $180,000 $450,000 $800,000
Vehicle Storage & Maintenance $60,000 $225,000 $450,000
Insurance $35,000 $125,000 $300,000
Legal & Compliance $40,000 $75,000 $120,000
Marketing & Investor Relations $90,000 $200,000 $350,000
Technology & Systems $30,000 $75,000 $120,000
Administration & Operations $45,000 $100,000 $150,000
Other Expenses $25,000 $50,000 $80,000
Total Expenses $505,000 $1,300,000 $2,370,000

Chrome Temple Micro will leverage shared resources with the parent company where appropriate to manage costs efficiently, particularly in the early stages of operation. As the fund grows, dedicated resources will be allocated to support the expanded portfolio and investor base.

Profitability Projections

Based on the revenue and expense projections, Chrome Temple Micro's profitability outlook is:

Financial Metric Year 1 (AUD) Year 2 (AUD) Year 3 (AUD) Year 4 (AUD) Year 5 (AUD)
Total Revenue $337,500 $750,000 $1,512,500 $2,100,000 $2,740,000
Total Expenses $505,000 $700,000 $1,300,000 $1,800,000 $2,370,000
Net Profit/Loss -$167,500 $50,000 $212,500 $300,000 $370,000
Profit Margin -49.6% 6.7% 14.0% 14.3% 13.5%
Cumulative Profit/Loss -$167,500 -$117,500 $95,000 $395,000 $765,000

Chrome Temple Micro is projected to reach profitability in Year 2 of operations, with increasing profitability as the fund scales. The initial operating loss in Year 1 will be covered by the startup capital provided by the parent company.

Return Projections for Investors

Based on Chrome Temple's historical performance and market analysis, Chrome Temple Micro projects the following returns for investors:

9-12%
Target Annual Net Returns
55-70%
5-Year Cumulative Return
<10%
Expected Volatility
Low
Correlation to Public Markets

Return projections are based on:

  • Historical performance of similar vehicles in Chrome Temple's Mach 1 Fund
  • Long-term trends in collectible car valuations
  • Expected market developments and generational demand shifts
  • The fund's acquisition strategy focusing on vehicles with strong appreciation potential

It's important to note that these projections represent targets based on historical data and market analysis. Actual returns may vary based on market conditions, specific vehicle performance, and other factors. All investors will be provided with detailed risk disclosures highlighting the potential variability of returns.

Breakeven Analysis

Chrome Temple Micro's breakeven analysis identifies the minimum scale required for sustainable operations:

  • Breakeven AUM: Approximately $7.5 million in assets under management
  • Estimated Timeline: 18-24 months from launch
  • Required Investors: Approximately 150-200 at the minimum investment level
  • Portfolio Size at Breakeven: 20-25 vehicles

The breakeven analysis assumes the fee structure outlined earlier and the projected operating expenses. The parent company's commitment to providing $500,000 in startup capital ensures sufficient runway to reach breakeven, even if AUM growth is slower than projected.

Beyond breakeven, Chrome Temple Micro will benefit from significant economies of scale, with incremental costs growing more slowly than revenue as AUM increases. This scalability is a key component of the fund's long-term financial strategy.

7. Marketing Strategy

Target Audience Profiles

Chrome Temple Micro will target several distinct investor segments:

Automotive Enthusiasts

  • Demographics: 35-65 years old, predominantly male, high income but without substantial liquid assets
  • Psychographics: Passionate about cars, active in automotive communities, attends events and exhibitions
  • Investment Motivation: Emotional connection to vehicles, desire for involvement in the automotive world
  • Expected Investment: $10,000-$30,000

Emerging High-Net-Worth Individuals

  • Demographics: 30-45 years old, male and female, professionals in high-growth fields
  • Psychographics: Status-conscious, trend-aware, seeking unique investment opportunities
  • Investment Motivation: Portfolio diversification, status, appreciation potential
  • Expected Investment: $25,000-$50,000

Alternative Asset Investors

  • Demographics: 40-60 years old, financially sophisticated, existing alternative investments
  • Psychographics: Value-oriented, research-driven, long-term investment horizon
  • Investment Motivation: Non-correlation with traditional markets, inflation hedge, diversification
  • Expected Investment: $30,000-$100,000

SMSF Trustees

  • Demographics: 45-65 years old, self-directed retirement planning, higher net worth
  • Psychographics: Independent, financially literate, seeking tax-advantaged investments
  • Investment Motivation: Long-term appreciation, portfolio diversification within SMSF structure
  • Expected Investment: $25,000-$75,000

Brand Positioning

Chrome Temple Micro will be positioned as:

  • The Accessible Gateway: Making professional collectible car investing available to a broader audience
  • The Expert's Advantage: Leveraging Chrome Temple's proven expertise and track record
  • The Community Experience: Offering not just financial returns but participation in an exclusive automotive community
  • The Data-Driven Approach: Emphasizing analytical, research-backed investment decisions over emotional purchasing

Chrome Temple Micro will maintain the premium positioning of the parent brand while emphasizing accessibility and community. The brand will stand for expertise, exclusivity, and excellence, with marketing materials and communications reflecting a sophisticated, luxury aesthetic.

"Chrome Temple Micro: Exceptional Cars. Expert Management. Accessible Investment."

Marketing Channels

Chrome Temple Micro will utilize a multi-channel marketing approach:

Channel Strategy Target Audience Key Metrics
Digital Marketing Targeted advertising on platforms like LinkedIn, Instagram, and Google; retargeting campaigns; automotive enthusiast site placements All segments with digital focus Click-through rate, qualified leads, cost per acquisition
Content Marketing Expert articles, market insights, vehicle spotlights, investment case studies distributed through the Chrome Temple website and third-party publications Automotive enthusiasts, alternative asset investors Engagement time, content shares, lead generation
Events & Exhibitions Presence at premium automotive events, exclusive investor showcases, private viewings and driving experiences High-net-worth individuals, automotive enthusiasts Attendee conversion rate, event ROI, relationship building
Strategic Partnerships Collaborations with wealth advisors, SMSF specialists, automotive clubs, luxury lifestyle brands SMSF trustees, HNWIs, enthusiast communities Referral quality, partnership ROI, network expansion
PR & Media Relations Regular press releases, media interviews, thought leadership placement in financial and automotive publications All segments Media placements, audience reach, brand sentiment
Webinars & Education Regular investment webinars, market updates, educational content about collectible car investing Emerging HNWIs, alternative asset investors Attendee engagement, lead qualification, content utility

The marketing strategy will balance broad awareness-building with highly targeted acquisition efforts. Digital channels will enable precise targeting of qualified prospects, while high-touch events and partnerships will facilitate deeper engagement with serious investors.

Content Strategy

Content will play a central role in Chrome Temple Micro's marketing strategy, establishing the brand as a thought leader while educating potential investors about collectible car investments:

  • Market Insights: Regular reports on collectible car market trends, price movements, and emerging opportunities
  • Vehicle Profiles: In-depth analysis of specific models, their historical significance, and investment potential
  • Investment Education: Content explaining the fundamentals of collectible car investing, risks, and strategies
  • Portfolio Showcases: Highlighting vehicles in the fund's portfolio with detailed investment rationales
  • Expert Interviews: Conversations with automotive historians, collectors, and market specialists
  • Event Coverage: Reports from major auctions, concours events, and other significant market happenings

Content will be distributed through multiple channels including:

  • Chrome Temple Micro website and blog
  • Email newsletter to prospects and investors
  • Social media platforms (LinkedIn, Instagram, YouTube)
  • Third-party automotive and financial publications
  • Webinar series and virtual events
  • Printed materials for high-value prospects

Investor Acquisition Strategy

Chrome Temple Micro will implement a phased investor acquisition strategy:

Phase 1: Foundational Investors (Months 1-3)

Target existing Chrome Temple network, early adopters, and strategic partners to secure the first $1-2 million in commitments.

Phase 2: Network Expansion (Months 4-9)

Leverage referrals from early investors, activate strategic partnerships, and implement targeted marketing to reach $3-4 million AUM.

Phase 3: Broader Market Penetration (Months 10-18)

Expand marketing reach, increase PR presence, and develop sector-specific strategies to reach $5-10 million AUM.

Phase 4: Scaled Growth (Months 19-36)

Implement data-driven acquisition optimization, expand geographic reach, and develop institutional relationships to reach $25 million AUM.

Key acquisition tactics will include:

  • Referral Program: Incentivizing existing investors to refer qualified prospects
  • Strategic Partnerships: Formal arrangements with financial advisors, SMSF specialists, and automotive clubs
  • Digital Lead Generation: Targeted campaigns on relevant platforms with optimized conversion funnels
  • Exclusive Events: Vehicle showcase events and investment seminars in key locations
  • Thought Leadership: Speaking engagements at financial and automotive conferences

Investor Retention Strategy

Retaining investors is as important as acquiring them. Chrome Temple Micro will implement a comprehensive retention strategy:

  • Transparent Communication: Regular updates on portfolio performance, market developments, and strategy
  • Exclusive Access: Special events, vehicle viewings, and automotive experiences for current investors
  • Community Building: Creating connections between like-minded investors through both online and offline engagement
  • Educational Resources: Ongoing education about the collectible car market and investment strategies
  • Personalized Service: Dedicated investor relations contacts for higher-value investors
  • Loyalty Incentives: Reduced fees or priority access for additional investments or longer holding periods

The retention strategy will be supported by a customer relationship management (CRM) system that tracks investor preferences, engagement history, and communication patterns to provide personalized service and anticipate needs.

Marketing Budget Allocation

Chrome Temple Micro will allocate its marketing budget strategically across channels:

The marketing budget will start at $85,000 for initial launch activities and grow to approximately $350,000 annually by Year 5. Budget allocation will be reviewed quarterly and adjusted based on channel performance, seasonal opportunities, and strategic priorities.

Key performance indicators (KPIs) for marketing effectiveness will include:

  • Customer acquisition cost (CAC) by channel
  • Conversion rate from prospect to investor
  • Average investment size by acquisition source
  • Retention rate and additional investment rate
  • Brand awareness and sentiment metrics
  • Return on marketing investment (ROMI)

8. Operational Plan

Organizational Structure

Chrome Temple Micro will operate with an efficient organizational structure that leverages the expertise and resources of the parent company while maintaining operational independence:

Department Key Responsibilities Staffing (Year 1) Staffing (Year 3)
Executive Management Strategic direction, governance, investor relations, regulatory compliance 1 (shared with parent) 2 (1 dedicated)
Investment & Acquisition Vehicle research, market analysis, acquisition strategy, due diligence, purchasing 2 (1 dedicated, 1 shared) 4 (3 dedicated)
Vehicle Management Storage, maintenance, insurance, documentation, transportation 1 (shared with parent) 3 (2 dedicated)
Investor Relations Client communication, reporting, event management, inquiries 1 (dedicated) 3 (dedicated)
Marketing & Sales Brand development, acquisition campaigns, content creation, partnerships 1 (shared with parent) 2 (dedicated)
Finance & Administration Accounting, financial reporting, unit pricing, distributions, compliance 1 (shared with parent) 2 (1 dedicated)

As Chrome Temple Micro grows, the organizational structure will evolve to include more dedicated roles and specialized functions. The initial lean structure leverages shared resources with Chrome Temple to minimize overhead while ensuring operational capability.

Key Management Roles

Chrome Temple Micro will be led by a core team of experienced professionals:

Managing Director

Reporting to: Chrome Temple Board of Directors

Responsible for overall strategy, governance, and performance of Chrome Temple Micro. Will lead investor relations with high-value clients and oversee regulatory compliance and relationship with trustees.

Requirements: Minimum 10 years in investment management, experience with alternative assets, strong leadership and communication skills, deep automotive knowledge.

Head of Acquisitions

Reporting to: Managing Director

Leads vehicle identification, evaluation, and acquisition. Responsible for market analysis, due diligence protocols, and developing acquisition strategies aligned with fund objectives.

Requirements: Extensive experience in collectible car transactions, strong network within collector community, analytical skills, negotiation expertise.

Investor Relations Manager

Reporting to: Managing Director

Manages all aspects of investor communications, reporting, onboarding, and relationship management. Responsible for organizing investor events and facilitating investment process.

Requirements: Background in client service within financial services, excellent communication skills, understanding of investment structures, attention to detail.

Vehicle Portfolio Manager

Reporting to: Head of Acquisitions

Oversees management of all vehicles in the portfolio including storage, maintenance, insurance, transportation, and documentation. Ensures preservation of vehicle value and condition.

Requirements: Experience in collectible car management, knowledge of maintenance requirements for various marques, organizational skills, attention to detail.

These core positions will be supported by the broader Chrome Temple team and external specialists as needed. As the fund grows, additional dedicated roles will be added in areas such as marketing, finance, and vehicle management.

Operating Procedures

Chrome Temple Micro will implement standardized procedures for key operational areas:

Investor Onboarding

  1. Initial consultation and qualification
  2. Information memorandum provision and review
  3. Application processing and compliance checks
  4. KYC/AML verification
  5. Investment funding and confirmation
  6. Welcome package and portal access setup
  7. Relationship manager assignment

Vehicle Acquisition

  1. Market research and opportunity identification
  2. Initial vehicle assessment and valuation
  3. Due diligence and documentation review
  4. Physical inspection and condition assessment
  5. Investment committee approval
  6. Negotiation and purchase agreement
  7. Transaction completion and vehicle transfer
  8. Portfolio integration and documentation

Portfolio Management

  1. Secure storage arrangement
  2. Insurance placement and management
  3. Scheduled maintenance protocol
  4. Quarterly condition assessment
  5. Documentation management and updating
  6. Regular market value assessment
  7. Hold/sell decision reviews
  8. Portfolio balancing and diversification reviews

Investor Reporting

  1. Monthly unit price updates
  2. Quarterly performance reports
  3. Annual tax and financial statements
  4. Portfolio acquisition and divestment updates
  5. Market trend and analysis communications
  6. Event invitations and participation opportunities
  7. Redemption processing and management

These procedures will be documented in comprehensive operations manuals and supported by appropriate workflow management systems. Regular reviews and audits will ensure adherence to established protocols and identify opportunities for improvement.

Technology & Systems

Chrome Temple Micro will utilize several key technology systems to support operations:

  • Portfolio Management System: Comprehensive platform for tracking vehicle assets, valuations, maintenance history, documentation, and performance metrics
  • Investor Relationship Management (CRM): System for managing investor information, communication history, preferences, and investment details
  • Fund Administration Platform: Software for unit pricing, NAV calculations, distributions, and financial reporting
  • Investor Portal: Secure online platform providing investors with account access, performance reporting, document repository, and communication tools
  • Market Analysis Tools: Specialized software for tracking auction results, private sales data, market trends, and comparative valuations
  • Document Management System: Secure repository for all vehicle documentation, investment agreements, regulatory filings, and operational records

These systems will be integrated where possible to create a seamless operational environment. Chrome Temple Micro will leverage the technology infrastructure already established by the parent company while implementing additional systems specific to the microsyndication model.

Facilities & Infrastructure

Chrome Temple Micro will require specialized facilities and infrastructure:

Facility Type Requirements Year 1 Capacity Year 3 Capacity
Vehicle Storage Climate-controlled, secure facilities with fire suppression, 24/7 monitoring, and appropriate insurance coverage 15-20 vehicles 60-75 vehicles
Office Space Professional environment for staff, meeting rooms for investor consultations, workstations for operations Shared with parent company Dedicated space with shared amenities
Showcase Venue Presentable space for vehicle viewing, investor events, and educational seminars Temporary/rented as needed Dedicated showcase space
Vehicle Workshop Dedicated area for vehicle inspection, minor maintenance, preparation, and documentation Limited space shared with storage Dedicated workshop facility

Chrome Temple Micro will initially leverage the existing infrastructure of Chrome Temple, gradually establishing dedicated facilities as the portfolio grows. This approach minimizes initial capital requirements while ensuring appropriate infrastructure is in place to support operations.

Vehicle Preservation & Management

Maintaining the condition and value of portfolio vehicles is a critical operational priority. Chrome Temple Micro will implement comprehensive preservation protocols:

  • Climate-Controlled Storage: Temperature and humidity-controlled environment to prevent deterioration
  • Regular Exercise: Scheduled operation of vehicles to maintain mechanical health
  • Preventative Maintenance: Manufacturer-recommended service schedules performed by marque specialists
  • Condition Monitoring: Quarterly inspections to identify any issues requiring attention
  • Documentation Management: Comprehensive record-keeping of all services, inspections, and preservation activities
  • Security Protocols: Advanced alarm systems, surveillance, tracking technology, and access controls
  • Transportation Procedures: Specialized handling and transport for vehicle movement

These preservation activities will be managed by the Vehicle Portfolio Manager with support from marque specialists and qualified technicians. The cost of these activities is factored into the financial projections as part of the operational expenses.

Operational Compliance & Governance

Chrome Temple Micro will operate within a robust compliance and governance framework:

  • Investment Committee: Oversight body responsible for approving acquisitions, divestments, and major strategic decisions
  • Compliance Officer: Dedicated role (initially shared with parent company) responsible for ensuring adherence to regulatory requirements
  • External Audit: Annual independent audit of financial statements and operational procedures
  • Regulatory Reporting: Regular filings and disclosures as required by ASIC and other regulatory bodies
  • Valuation Policy: Independent valuation of all vehicles on a quarterly basis by qualified assessors
  • Risk Management Framework: Structured approach to identifying, assessing, and mitigating operational and investment risks
  • Conflict of Interest Policy: Clear guidelines for managing potential conflicts between the fund, parent company, and management

The governance structure is designed to protect investor interests while enabling effective decision-making. Regular reviews of governance practices will ensure ongoing alignment with best practices and regulatory requirements.

9. Risk Analysis

Market Risks

Chrome Temple Micro is subject to several market-related risks:

Risk Description Probability Impact Mitigation Strategy
Market Downturn General decline in collectible car values due to economic conditions or changing collector preferences Medium High Portfolio diversification across segments, eras, and price points; tactical selling in early signs of segment-specific downturns
Liquidity Risk Difficulty in selling vehicles at fair market value when needed, particularly during market contractions Medium Medium Staggered redemption windows; liquidity reserve; diversified portfolio with varying liquidity profiles; redemption gates if necessary
Valuation Uncertainty Challenges in accurately valuing vehicles due to limited comparable sales or market opacity Medium Medium Multiple independent valuation sources; conservative valuation methodology; regular mark-to-market adjustments
Changing Collector Demographics Shifts in collector interests and preferences as younger generations enter the market High Medium Ongoing market research; inclusion of emerging collectibles in portfolio; focus on vehicles with broad generational appeal
Technological Disruption Impact of electrification and autonomous driving technology on internal combustion engine vehicle values High Variable Focus on landmark vehicles with historical significance; monitoring for "last of the line" ICE vehicles with potential collector premium
Currency Risk Exposure to exchange rate fluctuations when acquiring or selling vehicles internationally Medium Low Selective hedging for significant international transactions; balanced exposure across markets

Operational Risks

The operation of Chrome Temple Micro exposes it to several operational risks:

Risk Description Probability Impact Mitigation Strategy
Vehicle Damage or Loss Physical damage to vehicles due to accidents, natural disasters, or theft Low High Comprehensive insurance coverage; secure storage facilities; strict handling protocols; advanced security systems
Authenticity Issues Discovery of authenticity problems after acquisition (non-matching numbers, undisclosed modifications) Low High Rigorous pre-purchase inspection by marque experts; comprehensive documentation review; condition contingencies in purchase agreements
Key Person Risk Loss of critical expertise if key team members depart Medium Medium Cross-training of team members; documentation of processes and knowledge; competitive compensation; equity incentives
Vendor/Partner Risk Poor performance or failure of critical service providers (storage, maintenance, transport) Low Medium Careful vendor selection; regular performance reviews; contingency plans; backup vendor relationships
Systems Failure Technology system outages or security breaches affecting investor data or operations Low Medium Robust IT infrastructure; regular backups; cybersecurity protocols; disaster recovery planning
Scale Management Challenges in maintaining quality and effectiveness as the fund grows Medium Medium Phased growth plan; process automation where appropriate; early hiring ahead of growth needs

Regulatory & Compliance Risks

As a financial product, Chrome Temple Micro faces several regulatory and compliance risks:

Risk Description Probability Impact Mitigation Strategy
Regulatory Changes Changes to laws or regulations affecting investment structures, managed funds, or SMSF investments Medium High Regular monitoring of regulatory developments; relationships with regulatory consultants; flexible fund structure that can adapt to changes
AML/CTF Compliance Challenges in maintaining compliance with Anti-Money Laundering and Counter-Terrorism Financing regulations Low High Robust KYC procedures; transaction monitoring systems; regular compliance reviews; staff training
AFSL Requirements Failure to meet ongoing Australian Financial Services License requirements Low High Regular compliance audits; dedicated compliance resources; engagement with regulatory consultants
Tax Treatment Changes Modifications to tax treatment of alternative investments or collectibles, particularly within SMSF context Medium Medium Monitoring of tax legislation; consultation with tax specialists; structuring flexibility
Import/Export Regulations Changes to regulations affecting the import or export of collectible vehicles Low Medium Relationships with customs brokers and importation specialists; diversification of vehicle sourcing

Financial Risks

Chrome Temple Micro faces several financial risks in its operations:

Risk Description Probability Impact Mitigation Strategy
Capital Raising Shortfall Failure to raise sufficient investor capital to reach efficient operating scale Medium High Phased launch approach; parent company commitment to bridge funding if needed; scalable cost structure
Excessive Redemptions Higher than anticipated investor redemption requests creating liquidity pressure Low High Redemption gates; notice periods; liquidity reserve; staggered portfolio liquidation plan
Cost Overruns Higher than projected operating costs impacting profitability Medium Medium Regular budget reviews; phased expense commitments; shared services with parent company
Interest Rate Risk Impact of changing interest rates on investor demand for alternative assets Medium Medium Positioning as portfolio diversifier; emphasis on non-correlation benefits; performance-based fee structure

Strategic Risks

Chrome Temple Micro faces several strategic risks that could impact its long-term success:

Risk Description Probability Impact Mitigation Strategy
Competitive Pressure Entrance of new competitors or expansion of existing players into the microsyndication space Medium Medium First-mover advantage; emphasis on track record and expertise; community building; distinctive brand positioning
Brand Dilution Potential damage to Chrome Temple's premium positioning through lower entry point offering Low Medium