AML/CTF compliance software built for real estate, legal and accounting - the three verticals Tranche 2 brings into scope on 1 July 2026.
The Catalyst
Australia's Anti-Money Laundering and Counter-Terrorism Financing Act was extended to three new professional sectors under the Tranche 2 reforms. Real estate agents, solicitors and accountants are now reporting entities under the AML/CTF regime for the first time.
Estimated 70,000 to 80,000 businesses must establish compliant programmes, appoint AML officers, conduct risk assessments, and report suspicious matters to AUSTRAC. MyDataBoss delivers a software-led path to compliance built for these three verticals from day one.
Estimated businesses by sector
Largest volume of newly regulated firms.
Solicitors handling property transactions and trusts.
Accountants providing designated services to clients.
Lead to close
Pipeline figures shown separately. Forward projections are illustrative only.
Top of Funnel
Marketing initiatives are generating the bulk of pipeline. The team converts at a high rate from them, and the 660 untapped leads in the contact base are the room to scale.
Untapped leads
Lead / MQL / SQL
Contact growth
Mar to Jun 2026
The Untapped Opportunity
660 leads are already in the pipeline. At MyDataBoss's proven win rate and current customer value, the expected revenue those leads represent is substantial.
Convertible ARR at proven win rate. Not booked revenue.
$343 blended MRR per customer = $4,116 per year. 660 x 62.5% x $4,116 = $1,697,850.
Expected value per lead
At the proven 62.5% win rate, each lead in the contact base carries an expected ARR value of about $2,570.
Scale comparison
Illustrative, at MyDataBoss's proven 62.5% win rate and $343 blended MRR. Not booked revenue. Bars show relative scale - gross potential uses 100% conversion as the ceiling.
Before Tranche 2
This $1.7M sits in leads MyDataBoss already holds. It does not include the 70,000 to 80,000 newly regulated businesses entering the addressable market under Tranche 2. That wave has not yet been contacted.
Middle of Funnel
Win rate comparison
A 62.5% win rate sits well above the ~20% SaaS median. The team converts more than 3x the market average on deals it pursues.
Win rate
vs ~20% market median
Sales cycle
vs ~30-day norm
7 open deals
Bottom of Funnel
Committed ARR
Committed = closed-won only. Pipeline is separate.
Customers
Closed-won
Blended MRR
Per customer
7 open deals
Series A Readiness
$146k committed ARR = roughly 7% of the way to the conventional Series A bar of ~$2M. This is early-seed traction, not a milestone cleared. The number is real; the runway ahead is long.
The case is not "we're nearly there." It is: the conversion engine works, the market just came into scope, and the contact base is growing fast.
At a Glance
Committed ARR
Open Pipeline
Customers
Blended MRR
Win Rate
Sales Cycle
Leads in Funnel
Contact Growth
Marketing Sourced
Target Market
Series A Progress
Reform Date
Convertible ARR (illustrative)
The Investment Case
On 1 July 2026, Australia's AML/CTF regime extended to an estimated 70,000 to 80,000 real estate, legal and accounting businesses. MyDataBoss was built for exactly this market, before the regulation arrived. In the month that reform commenced, the company closed deals at a 62.5% win rate, with a 14-day sales cycle, against a contact base of 660 untapped leads that grew 67% in four months. The committed ARR of $146,160 across 35 customers reflects early-stage volume, not early-stage validation. The conversion engine is proven. The market is now mandated. The question is how fast the pipeline can be worked.
The date 70,000 to 80,000 businesses became legally required to comply. MyDataBoss was positioned ahead of it.
Win rate in the month of reform commencement. More than three times the SaaS market median of ~20%.
Untapped contacts in the funnel. Growing at 67% over four months. Marketing is the dominant channel with room for others.