Diversified SaaS, Inc.

DIVERSIFIED SAAS, INC. | INVESTOR MEMORANDUM

Growth Investment Opportunity

Connected Software. Practical Execution. Growth Ahead.

OPERATING ROOTS: 2007

HEADQUARTERS: Portage, Indiana

SOFTWARE PORTFOLIO

Payday | Workspace | Forms

The presentation answers: Why should I care?

This memorandum answers: Why should I believe?

Diversified SaaS, Inc. is a newly formed software company built on the broader Diversified organization's operating experience dating to 2007.

A Letter From the Founder

Diversified SaaS, Inc. was formed in 2026 as the dedicated company for our growing software portfolio. The corporation is new, but the operating experience behind it is not. The broader Diversified organization has been in business since 2007, and the investment opportunity comes from applying that experience to software products and customer relationships already being built.

That distinction matters to me. The objective is not to raise capital around an idea and then discover whether we can build a business. The objective is to use growth capital to accelerate products, customer acquisition, infrastructure, compliance, support, and execution that are already underway.

I have spent decades operating businesses and working across management, education, technology, and public-service environments. That experience shaped the way I approach software: practical first, transparent with customers, attentive to cost, and designed around problems businesses actually have.

The software portfolio begins with Diversified Payday, our live payroll platform. It extends into Diversified Workspace, focused on workforce and operational administration, and Diversified Forms, a forms, workflow, approval, payment, signature, reporting, and automation platform. The products can stand alone. The larger opportunity comes from their ability to work together without forcing customers into an all-or-nothing suite.

That is the investment thesis in plain language: build useful products individually, connect them intelligently, earn the customer relationship, and expand that relationship over time.

Martin Stevens

Founder & CEO, Diversified SaaS, Inc.

The Company Story

Diversified SaaS, Inc. was incorporated in 2026 to provide a focused corporate home for the Diversified software portfolio. It is built on the broader Diversified organization's operating experience dating to 2007 in Portage, Indiana. Across changing markets and business needs, the operating philosophy has remained consistent: solve real problems, price responsibly, communicate clearly, and build relationships that can last.

The software strategy brings that operating experience into a connected business-software portfolio. Rather than beginning with three unrelated applications, the products are being designed around overlapping customer needs: paying people, managing people and workplace processes, collecting information, routing approvals, obtaining signatures, accepting payments, producing records, and automating recurring work.

This creates a meaningful difference between a collection of software products and an ecosystem. A customer may enter through one product and never need another. A different customer may begin with payroll and later add workforce operations or forms. The architecture and customer strategy are intended to support both choices.

Why SaaS, and Why Now

Small and midsize employers routinely assemble essential functions from multiple vendors. Payroll may sit in one system, HR and workforce processes in another, forms somewhere else, and approvals or signatures in still more tools. The result can be duplicated data, duplicated administration, additional vendor relationships, and avoidable friction.

Diversified SaaS's opportunity is not based on the claim that these categories are new. They are established categories with recurring business demand. The opportunity is to compete with a practical, connected alternative that can reduce unnecessary fragmentation while preserving standalone choice.

Software also changes the economics of the customer relationship. Subscription revenue can recur, additional products can expand account value, and a shared administrative layer can reduce duplication as the portfolio grows. That is why the company is investing now in product readiness, security, support, customer acquisition, compliance, and scalable operations.

The Product Portfolio

Diversified Payday

Diversified Payday is the live flagship platform and the entry point for the broader employer software strategy. It addresses a recurring and operationally important need: payroll. The platform continues to receive product, security, and workflow improvements while providing practical operating experience in subscription software, employer administration, support, and compliance-sensitive workflows.

The importance of Payday is not simply that payroll can generate subscription revenue. It establishes a direct employer relationship at a high-value operational touchpoint. That relationship can become the foundation for additional products when the customer's needs justify them.

Diversified Workspace

Diversified Workspace is being developed as a workplace and workforce-operations platform. Its direction includes employee administration, operational requests, approvals, records, documents, and related workflows. A waiting-list launch approach is already part of the go-to-market plan.

Workspace is intended to work independently or alongside Payday. Integration should create convenience, not captivity. Where products are connected, the goal is shared identity, company information, administration, and customer relationships without unnecessary duplication.

Diversified Forms

Diversified Forms is planned as a full-featured standalone forms and workflow platform, with a waiting-list approach as it moves toward launch. The product direction includes form building, entries and exports, approvals, signatures, payments, reporting, automation, APIs and webhooks, security controls, and integrations with the rest of the Diversified software portfolio.

The strategy is deliberately broader than an internal add-on. Forms is intended to compete as its own product while also creating an additional workflow layer for customers using Payday or Workspace.

How We Plan to Grow

The growth model is built around a simple progression: discovery, evaluation, conversion, retention, and expansion. Free tools, useful content, direct outreach, demonstrations, trials, and waiting lists can create low-friction entry points. Paid subscriptions establish the recurring relationship. Additional tiers, add-ons, and complementary products can expand that relationship over time.

The company does not need every customer to buy every product for the strategy to work. Standalone customers are valuable. Integrated customers can be more valuable because the relationship spans more workflows and can become harder to replace for reasons of usefulness rather than contractual lock-in.

The planned sequence is to continue strengthening Payday, launch Workspace, launch Forms, develop cross-sell between them, scale customer acquisition and support, and expand distribution as the products and operating systems mature.

Business Model and Investment Logic

The portfolio is designed around recurring subscription revenue, with the potential for tier expansion, add-ons, and multi-product adoption. The company's pricing philosophy is grounded in sustainable economics rather than growth at any cost. The objective is to offer credible value to customers while preserving the margins required to support product development, security, compliance, customer service, and long-term operation.

Investment capital therefore has a specific job. It is intended to accelerate an active software strategy and the capabilities of Diversified SaaS, Inc., not to manufacture the appearance of traction. The most valuable uses of capital are those that shorten the distance between product readiness and durable recurring customer relationships.

Use of Investment Capital

Product: Continue development, refinement, integrations, usability improvements, and launch readiness across the software portfolio.

Security: Strengthen authentication, access controls, monitoring, data protection, testing, and the security processes expected of business software.

Customer Acquisition: Increase qualified discovery through marketing, content, direct outreach, demonstrations, trials, waiting lists, and other measured acquisition channels.

Compliance: Support the legal, regulatory, privacy, communications, payroll, data, and operational compliance requirements that accompany the products.

Support: Build customer service and support capacity that can scale without abandoning the company's emphasis on responsive service.

Operations and Working Capital: Provide the operating flexibility needed to support launches, infrastructure, vendors, staffing, and growth while recurring revenue expands.

Why We Believe the Company Is Ready

Readiness does not mean every product is finished or every risk has been eliminated. It means the opportunity has moved beyond the point where it exists only in a pitch.

Diversified Payday is live and continues to receive product, security, and workflow improvements.

Diversified Workspace has an established product direction and waiting-list launch approach.

Diversified Forms has a detailed feature specification and waiting-list approach aimed at full competitive functionality.

Global administration, authentication, legal, support, and operating systems are being developed alongside the products rather than treated as afterthoughts.

The company is actively building policies, security controls, communications infrastructure, and customer-service processes required for responsible operation.

A real pilot customer has been identified for Workspace and Forms, providing a practical environment for learning before broader scale.

Long-Term Vision

The long-term vision is a connected Diversified business-software ecosystem serving employers and organizations across recurring administrative workflows. Payroll, workforce operations, and forms are the initial pillars because they naturally touch the same customer relationship while addressing distinct needs.

The company can expand from that base carefully. New capabilities should earn their place by solving a real customer problem, strengthening retention, expanding account value, or improving the efficiency of the ecosystem. The goal is not to accumulate features for presentation purposes. The goal is to build a durable operating platform customers choose to keep using.

Risks and Challenges

An investor should evaluate the opportunity with the risks in view, not around them. Diversified SaaS, Inc. is a newly formed corporation and is earlier in its software growth curve than established category leaders. Execution matters. Key risks include product-development delays, slower-than-expected customer acquisition, competitive pricing pressure, security or reliability incidents, changing regulatory requirements, higher infrastructure or support costs, integration complexity, and the possibility that cross-sell develops more slowly than planned.

There is also concentration risk in a founder-led company and the normal capital risk associated with scaling before recurring revenue reaches the desired level. Workspace and Forms remain in development, so their future performance cannot be inferred from specifications or waiting lists alone.

The response to those risks is disciplined execution: staged launches, real customer feedback, careful security work, sustainable pricing, measured acquisition spending, transparent communications, and continued investment in the operating infrastructure behind the software. These practices reduce risk; they do not eliminate it.

Closing Thoughts

Diversified SaaS, Inc. is pursuing a straightforward idea with meaningful execution behind it: businesses should be able to buy useful software individually and gain additional value when those products work together. The company is newly formed, but it is built on broader Diversified operating experience dating to 2007, a live payroll platform, two additional software products in development, and a defined plan for turning capital into product readiness, customer adoption, and recurring revenue growth.

For an investor, the question is not whether payroll, workforce software, or forms are proven categories. They are. The question is whether Diversified SaaS can earn a durable place in those categories by combining practical products, responsible economics, strong customer relationships, and connected infrastructure. That is what this raise is intended to accelerate.

Important Investor Note

This memorandum is intended to explain the company's strategy and investment thesis in plain language. Forward-looking statements, product plans, launch expectations, growth objectives, and anticipated uses of proceeds involve uncertainty and should not be read as guarantees of future results. Any investment decision should be based on the final offering materials, financial information, risk disclosures, and other documents made available through the applicable investment platform.

DIVERSIFIED SAAS, INC.

Portage, Indiana

https://diversifiedsaas.com

https://diversifiedpayday.com

https://diversifiedworkspace.com

https://diversifiedforms.com