Issuing a convertible note to raise capital

Issuing a convertible note to raise capital Raise capital now without setting a price on your business yet. An investor is ready and you are not ready to name a price. A convertible note is the instrument that resolves that: money in now, equity later, at a valuation set by a round you have not […]

Set up an excluded investment fund

Set up an excluded investment fund Pool capital with a small group without registering a managed investment scheme. Registering a managed investment scheme is built for funds that offer themselves to the public, and the cost of it doesn’t shrink because your fund is small. A private group can often sit outside that regime instead. […]

Solution Brief: ‘Hybrid Securities’

‘Hybrid securities’ are a broad group of securities that combine elements of both ‘debt’ and ‘equity’. They provide both businesses and investors with the ability to more accurately satisfy their funding and investment needs  Hybrid securities have the characteristics of both “debt” and “equity”. They allow the creation of financial instruments offering investors varying degrees […]

Solution Brief: Raising Money in Australia

People seek to raise capital in a number of different contexts. In its simplest form, people ‘pool’ their capital with others to carry out a particular venture (for example, to buy a property or start a business).  More sophisticated structures may involve setting up a unit trust to hold an asset or raising money into […]

ICOs – Infinitesimal Chance Of Success. Or in plain-English, simple theft.

Before investing in a crypto-coin of any variety – you must ask yourself at least these two questions.