DUBAI LUXE · Investor Deck · v1.0 · 2026-08
010407101418
DUBAI LUXE · INVESTOR DECK · 2026

The decision layer for Dubai real estate.

We turn buyer intent into evidence-backed shortlists, then orchestrate qualified introductions with licensed brokerage desks. Map-first, AI-native, consent-driven.

$500KPre-seed round
10%On $5M post-money SAFE
12 moRunway to GATE-1
Market OpportunityDubai 2025 record market

A market that doubled in five years — and still under-serves the buyer.

Dubai closed 2025 with the strongest year on record: 917 B AED in transactions (+20% YoY) across 270,000 deals. Q1 2026 off-plan alone cleared 134.8 B AED. Yet the buyer journey remains fragmented: portals sell attention, brokers sell contacts, and the buyer owns none of the relationship.

2025 transactions917 B AED+20% YoYDLD official press
Off-plan Q1 2026134.8 B AED-16% QoQ · cycle resetDubai Index Q1 2026
Off-plan share73%Q1 2026 transactions
Intl. buyers24%Growth in 2025 · DLD
  • Capital concentration2025Off-plan developers paid 2-8% commission on AED 293 B in sales = a 14.6 B AED annual commission pool aligned to the supply side.
  • Buyer frictionListings are abundant; decision context is not. We carry the buyer brief across map, partner, and consent — not the other way around.
  • Cycle resetSecondary prices down 10% from Feb 2026; June 2026 saw +46.8% MoM in ready sales — the right moment to build a buyer-owned layer.
Macro Pulse03 / 20

Dubai residential: cycle is correcting, demand is returning.

ValuStrat VPI shows the secondary market cooling since Feb 2026, but June 2026 delivered the strongest MoM jump in ready sales in three years. The correction is healthy for a buyer-led platform.

-10%-5%0 MarAprMayJunJulAug -6.0% -4.0% -2.8% -2.0% -1.4% -1.0%

Cumulative secondary price decline Feb–Aug 2026 (illustrative curve from ValuStrat monthly drops).

IndicatorQ1 2026QoQYoY
Off-plan Oqood registrations27,113-16.1%-24.1%
Ready home sales8,011-29.7%-41.5%
Residential volume134.8 B AED-20.0%
Off-plan median price1.40 M AED+3.1%
Off-plan psf1,871 AED+1.0%
Ready sales Jun 2026+46.8% MoMStrongest in 3 yrs · ValuStrat

The correction widens the gap between listing abundance and decision quality — our wedge.

Addressable MarketCommission pools, 2025 base

A 32.9 B AED annual addressable commission pool.

We monetise where the buyer does not pay: the developer-funded off-plan pool, the secondary sale pool, and adjacent rental and PM pools. Even a single-digit basis point capture dwarfs a Pre-seed round.

Off-plan commission14.6 B AEDDeveloper-funded 2-8%
Secondary sale7.8 B AEDBuyer-funded 2%
Rental commission3.5 B AED5% annual rent
Property mgmt7 B AED5-10% of rent
Off-plan 14.6 BSecondary 7.8 BPM 7 BRental 3.5 B 44% 24% 21% 11% Total addressable ≈ 32.9 B AED / year

Sources: DLD 2025 totals, Dubai Index Q1 2026, Property Finder commission guide.

Why Now05 / 20

Three forces converging on a buyer-led product window.

1 · Supply abundance
+20% YoY
917 B AED transactions in 2025; 270,000 deals. Buyers face overload, not scarcity. Decision quality becomes the scarce resource.
2 · PropTech capital wave
1.2 B AED
UAE PropTech 2020–2025, 60% deployed in 24 months. Q1 2026 alone: 228.6 M USD across 12 deals. Active exit market.
3 · Cycle reset
-10%
Secondary correction since Feb 2026. Buyers regain leverage, but still need a unified, evidence-backed layer to act decisively.
  • Wedge timingListings are commoditised; portals monetise attention, not decisions. A decision layer is uncrowded.
  • Regulatory readinessDLD/RERA publish official data and license broker activity — we integrate them, do not replace them.
  • Partnership demandAnchor brokerages want a buyer-intake funnel that improves their closing rate, not a portal that competes with them.
Competitive Landscape06 / 20

We do not compete with portals on listings — we win the decision funnel.

PlayerShareFundingEdge
Property Finder38%$525 MListings scale, traffic
Bayut28%Listings scale
Huspy130 M AEDMortgage funnel
PRYPCOPre-ATitle tokenisation
Dubai LuxePre-seed$500K targetBuyer decision layer + AI
Dubai online listing traffic Property Finder38% Bayut28% Others34%
  • Where they winListings inventory, paid traffic, broker network. We do not chase these.
  • Where we winBuyer intent intake, evidence-backed shortlist, partner routing, consent ledger — none own this stack today.
  • Coopetition pathAnchor brokerages gain a qualified funnel. Portals gain a decision-quality surface via partnership later.
Our MoatEvidence-backed AI

A defensible data + AI layer that portals do not have.

Projects744Off-plan intelligence
Developers79Reputation tiers
Communities70+ 299 polygons
Building registry4,877DLD-derived · evidenced
  • Evidence ContractEvery claim is tagged with source, observed_at, freshness, confidence, and geographic accuracy. No hallucinated prices.
  • AI as infrastructureIntent extraction, brief versioning, scene direction, partner routing, response normalisation. Not a chatbot.
  • Consent ledgerEvery disclosure, share, and introduction produces an auditable record. Privacy by design.
Product08 / 20

From intent to introduction, in five controlled steps.

01
Listen
Voice, text, map
02
Reflect
Editable brief
03
Compose
3 area shortlist
04
Compare
Evidence-backed
05
Commit
Consent intro

What the user gets

  • Owns the briefAcross map, partner, consent. No re-typing.
  • Sees evidenceSource, timestamp, accuracy on every claim.
  • Controls disclosureNumber shared only after explicit consent.

What the partner gets

  • Qualified briefNot a raw lead. Goal, budget, areas, intent.
  • SLA-bounded routing3-5 partners max, time-bounded response.
  • Quality scoreResponse relevance tracked; ranking clean of paid bias.
Trust ArchitecturePrivacy by design

Why a buyer-owned brief changes the alignment problem.

  • Consent before shareNo contact, no brief, no introduction without an explicit Consent Record with scope and expiry.
  • Evidence before claimFact, inference, forecast, marketing are distinct types with separate UI labelling and source anchors.
  • AI as advocateAI acts on the user's behalf. It does not sell. Ranking never mixes paid placement with editorial.
  • Audit by defaultEvery dispatch, response, introduction is logged. Revocation is a first-class operation, not a footnote.
Brief schema
v1 · JSON
Confirmed vs inferred fields, versioned, revocable. No silent profile drift.
Consent record
Per-introduction
Recipient, fields, purpose, expiry. Receipt and revocation both auditable.
Revenue Model10 / 20

Four revenue rails, each independently testable.

RailPriceTrigger
Pilot Partner Desk15-30 K AED/moAnchor brokerage subscription
Qualified Brief500-1,500 AEDBrief meets acceptance criteria
Private Screening2,500-7,500 AEDPer-buyer curated offering
Intelligence Report1,500-5,000 AEDMarket / project brief
Success / referral feeTBDSubject to local legal opinion
Partner Desk40% Qualified Brief30% Screening20% Reports10%

Mix illustrative; validated through pilot willingness-to-pay experiments.

Unit Economics11 / 20

A 60 K AED closed deal covers our cost roughly 50× over.

Blended cost / case1,200 AED90 min human + AI + map
AI cost / case12 AEDIntent + evidence + voice
Avg ticket (base)25 K AEDPartner-paid per qualified brief
Partner revenue / close60 K AEDBlended commission share
Cost lineDriverUnitYear-1 estimate
Desk minutesOperator + analyst90 min/case400 AED
AI inferenceSTT + TTS + chat + understand12 AED/case12 AED
Map & dataMapbox loads + area calls8 AED/case8 AED
Partner incentivePromotional budget500 AED/case500 AED
Support & overheadTrust, legal, ops280 AED/case280 AED
Contribution / qualified brief (base)25,000 - 1,20023,800 AED

Sensitivity: at 10 K AED avg ticket, contribution still ≈ 8,800 AED. At 40 K AED, ≈ 38,800 AED.

Year-1 Cohort Funnel12 / 20

The numbers we will defend in front of any investor.

SessionsIntent expressedBrief started Brief qualifiedProposal sent Approved introViewing booked Offer submitted 12,000 1,800 360 150 150 45 24 6 15%20%42%100%30%53%

Funnel assumptions follow industry PropTech concierge norms; ratios will be re-validated during the pilot.

Sensitivity13 / 20

Post-money valuation under three price and capture combinations.

Avg ticket (AED) 10K25K40K Capture rate0.005%0.010%0.015% 15M10M5M2M0 Base 5M Capture 0.010%
LeverLowBaseHigh
Avg ticket10K AED25K AED40K AED
Post-money2.5M5.0M8.0M
Capture rate0.005%0.010%0.015%
Post-money5.0M9.0M13.0M
Geography expansion1 area3 areas5+ areas
Post-money2.8M5.0M7.5M
90-Day Operating PlanThree gates, three stop rules

From signed term sheet to repeatable revenue in 90 days.

Days 1–30 · GATE 0
Lock the truth
ICP · 3 areas · partner · legal opinion · event taxonomy · ten dry runs · five live briefs.
Days 31–60 · GATE 1
Prove the funnel
30 brief starts, 15 qualified, 10 responses under 24h, 3 approved intros, 2 viewings, zero privacy incidents.
Days 61–90 · GATE 2
Prove the unit economics
Cohort readout, contribution per case, pricing experiments, scale-or-narrow decision.
  • Stop rule · privacyAny incident halts dispatch until RCA closed.
  • Stop rule · supplyTwo weeks without partner response stops acquisition.
  • Stop rule · contributionNegative contribution in two cohorts forces a redesign, not more leads.
Team & RACI15 / 20

A senior team that has shipped the product, the data, and the partnerships.

RoleOwnerResponsibilityDecision rights
Product & TechnologyCo-founder · Product & TechProduct roadmap · architecture · AI orchestrationTech and product
Operations & BrokerageCo-founder · Anchor PartnerBrokerage desk · partner network · SLAPartner, ops
Program & FinanceCo-founder · ProgramCapital, milestones, governance, reportingRunway, legal entity
Trust & ComplianceTBD (recruited)Consent ledger · privacy · DLD/RERA liaisonPrivacy, ethics
Growth & ResearchTBD (recruited)Acquisition · cohort analysis · contentChannel mix

ESOP 9% reserved for the two critical hires; vesting 4 years, 1-year cliff, milestone acceleration on Series A.

Risk Register16 / 20

Honest about what could go wrong.

RiskLikelihoodSeverityMitigation
Regulatory (RERA / DLD)MediumHighLocal legal opinion · SaaS-only frame · no direct brokerage
Partner concentrationMediumHighAnchor + 2 backup desks · SLA · quality score
Data accuracy (unit inventory)HighMediumEvidence labels · no fake listings · partner-supplied disclosures
Adverse selectionLowMediumBrief qualification criteria · consent gating · human review
AI hallucination / liabilityMediumMediumSchema validation · evidence contract · no financial advice
Cycle downturnMediumMediumDiversify across investor / family / relocation segments
Talent marketMediumMediumESOP · remote-first hiring · UAE partner for ops
Brand competitionHighLowDifferentiate on decision layer, not listings
Scenarios & Valuation17 / 20

Three outcomes, all defensible from the same data.

Bear

2 M AED

Pre-money anchor. No qualified pipeline, single partner, AI cost overruns, weak GATE-1. Outcome: bridge round, founder-funded, or strategic acquihire.

Base

5 M AED

150 qualified briefs, 10% proposal→introduction, partner renewal, contribution positive by month 9, GATE-2 cleared.

Bull

12.5 M AED

Three areas to five, ticket at 40 K AED, two anchor partners, second product line live (Intelligence API).

Bear 2.0M Base 5.0M Bull 12.5M Probability weights: bear 30% · base 50% · bull 20% · probability-weighted EV ≈ 5.5 M AED
Use of Funds18 / 20

Capital that buys time and traction, not hype.

Product & engineering42% Supply & ops23% Growth & research18% Legal & compliance10% Reserve7% Monthly run-rate (AED) Product 17.5K Ops 9.6K Growth 7.5K Legal 4.2K Reserve 2.9K Total ≈ 41.7 K AED/mo · 12-month runway

Founder salaries capped at 120 K AED/year (10 K AED/month per founder); deliberate burn restraint.

The AskMilestone-tied SAFE
RAISE · 500 K AED
10% / $5M post

SAFE with cap, MFN, no discount. Closes in two tranches: 250 K on signing, 250 K on GATE-1 cleared (15 qualified briefs, 5 closed, 100 K AED revenue).

Milestone 1 · Month 3

5 real briefs · 1 partner desk live · legal opinion on record · privacy framework reviewed.

Milestone 2 · Month 6

30 briefs started · 15 qualified · median partner response < 24 h · first introductions approved.

Milestone 3 · Month 9

Positive contribution per case · pricing test results · go/no-go for second area.

Milestone 4 · Month 12

Convert SAFE or priced round at 7-8 M AED post-money. Series A read by month 18.

Closing

We do not sell listings. We sell the next decision.

In a market that doubled in five years and is correcting in 2026, the winner will be the layer that turns buyer intent into trusted introductions — not the portal with the most cards.

If you invest in the decision layer, you invest in a moat portals cannot copy, partners cannot replicate, and buyers will reward with trust.

Co-founder · Product & TechProduct & Tech
Co-founder · ProgramProgram & Finance
Anchor PartnerOperations & Brokerage
NextTerm sheet & legal opinion