The ABCs of investment

We’ve built the legal, accounting, and regulatory playbooks for some of Australia’s best investors. Think 1835i, Alice Anderson Fund, Rampersand and more. From legal compliance to financial management and investor reporting, we’ll set up and manage the ins and outs, so you can expand in the right direction. Spend time finding the next game changing idea or unicorn - not elbow deep in spreadsheets and long legal docs.

Start, manage and operate an investment fund with ease

Our approach is different. We thrive on collaboration to multiply the chance of success. Supporting your funds growth through its entire lifecycle - from inception to divestments, with forward-thinking legal and accounting services. From compliance, operations, and strategic advice, our fund and investment team makes it easier.

Types of investors we service

Venture Capital Funds

For venture capital funds, new funds and investors.

Corporate Venture Capital & Venture Building

For corporates and enterprises who want to invest and build startups.

Family Office

For family office investments and portfolios.

Private Equity

For private equity investments and portfolios.

Simplify setting up, investing, and managing a fund

Our tech enabled services empower fund managers to gain a competitive advantage by streamlining operations and minimising the administrative burden - so you can focus resources towards core investment activities and maximising returns.

Financial Operations and Fund Admin

Bookkeeping, Payroll, GST & PayG Compliance, Payroll Tax, Fringe Benefits Tax, Income Tax, AFSL Compliance. Letting you focus on your investments and portfolio growth.

Fund Operations and Accounting

Investor relations, supporting deal flow management, fund performance reporting, ESVCLP/VCLP Reporting, portfolio reporting.

Transaction and Capital Deployment Support

Expert advice for investors and stakeholders, subscription agreements, convertible notes, SAFEs, shareholder agreements and more.

Deal Negotiations and Documentation

For agreements, due diligence and deal execution processes, term sheets, capital table preparation, and more.

Governance and Operations

Expert advice for investors and stakeholders to fulfill their governance and commercial obligations with ease.

Advisory | Fractional CFO and GC support

Make informed decisions and maximise returns. Outsource a CFO, GC, financial controller, finance manager, or FP&A with a trusted partner.

Why does the right advice matter?

Legal structure and compliance

Establish the right setup of your fund and investments from day one. We make compliance easy. Success starts here.

Financial operations and compliance

Set up essential financial systems including all accounting, tax and planning needs to make sure your portfolio operates with ease.

Strategic planning

Long-term strategies that align with your goals. Advice from the experts in the ecosystem. We know the ins and outs and it’s all in one place.

Resources and success stories

Get helpful tips and resources from the team at LUNA to increase your chance of success.

Bookkeeping Best Practices for Startups

Accounting

February 13, 2025

Bookkeeping is the backbone of any business, big or small. For startups, getting it right from the start is crucial.

ESOPs: A Founder's Guide to Sharing the Pie

Legal

February 13, 2025

As a founder, you're building something special, and you want your team to share in the success.

Equity & vesting: Earning Your Stake

Legal

February 13, 2025

Joining a startup often means the opportunity to earn equity – a stake in the company's future success.

Ready to partner with us?

Need more information or have a unique request for our team? Speak to a LUNA expert today.