Dear Readers,


Welcome to the June 2018 edition of Funding Strategies Connect!


Since our May newsletter, PictureWealth, Guarda and Walker Capital have reached major milestones. BlueMount Capital also has successes to report. 

We note that the end of the financial year is upon us.  We hope your business or investments have achieved the goals you were hoping for over the past 12 months.  Business owners should now be reviewing their business and funding strategies for growth for the coming year. 


At Funding Strategies, each assignment starts with strategy.  The following items need to be understood and canvassed in order to formulate a strategic roadmap for the business and it’s stakeholders: 

  • Current State
  • Complications / Issues  
  • Goals (personal and company) 
  • Company Strategy / goals 
  • Company structure 
  • Company business model  
  • Financials (BS, P&L, Forecast) 
  • Use of funds / Capital to be raised / Milestones to be achieved 
  • Share capital structure / valuation 
  • Capital Raising Options 
  • Decisions to be made 
  • Roadmap (current state – future state)     

If you would like an obligation free discussion around your business please contact us and we look forward to helping you achieve your goals.

In this edition of our newsletter I have included:

As always, I invite you download our deal list from our website (log-in required, membership is free).   


For more information please contact us


Mark Rainbird

Managing Director 

Funding Strategies

About

 Funding Strategies


Funding Strategies is a capital markets firm providing strategic advice, venture equity capital and finance services to small business and companies seeking capital for growth and expansion in the unlisted, pre-IPO and listed capital markets. We specialise in creating and implementing successful funding and capital raising strategies. 


We serve predominately private and public companies, and sophisticated investors, with a broad range of services: 

  • Corporate Advisory
  • Funding Strategies and Investor Ready Services
  • Equity and Debt Capital Raisings
  • Small Scale Offerings and Venture Capital
  • Grant Funding
  • Special Private Placements
  • Stock Exchange Listings
  • Mergers, Acquisitions and Divestments
  • Strategic Trade Sales
  • Technology Commercialization
  • Real Estate Debt and Equity Financing and Restructuring
  • Providing Opportunities for Investors
  • Director and business advisory services
  • Migration Investment SIV 132A, 132B and 188E
  • Fund Management / Venture Funds

   
   
   
   

 Walker Capital 


Walker Capital Closes Round 1


"On behalf of Walker Capital, I am excited to announce the completion of Round 1 of our capital raise within hours of launching the offer"

"The Round 1 funds will be used to launch our marketing campaign including a complete inbound marketing strategy. Funds will also be used for the development of our investment platform and integration with our broker / counterparties. 


We thank our cornerstone investor for their confidence in the Company; within 24 hours we have opened and closed our first round subscription and are excited to have achieved a notional 100% increase for our cornerstone investor."

   

 Guarda Group Holdings 


Guarda Group - First Round Fully Subscribed

"On behalf of Guarda Group Holdings, I am delighted to announce that Round 1 of our capital raise is now fully subscribed."


"In addition, our wall chasing operation is continuing along its strong growth trajectory with projected June 2018 revenues of over $100k. Workloads have now increased to the point where new franchisees are urgently required. Cash flows in this business will begin to improve significantly from July 2018 as new customer payments begin to flow in."

Picture Wealth Pty Ltd 


A Perfect Storm for PictureWealth

"Recent media about the challenges in the financial services industry has highlighted a perfect storm for PictureWealth. Three key events that prove a compelling case for the business model are:

  • The mass financial adviser exodus meaning that $900 billion will be looking for a new home within the next 5 years as the reality of tougher educational standards sets in. These orphaned clients are well placed to be serviced by the digital financial advice platform that PictureWealth has built;
  • The Banking Royal Commission has decimated the reputation of some the largest financial institutions with key assets now available for purchase. Moreover, one of the big financial services licensees has been wound up triggering advisers and clients alike to find a new home; and
  • The Open Banking regime has been earmarked for mid-2019, leaving PictureWealth well ahead of the curve as a FinTech that can interact with, and act on the data that we will be available to access.

PictureWealth’s goal is aligned with this disruption in moving the old world of finance into the new, and creating some great outcomes for the people that they service. Moreover, it creates sizable opportunity for the partners that they collaborate with."

   
   

Australia China Business Council 


We hope you will join 

our team member Flora Mok at the 

upcoming ACBC events in Brisbane:

5 July:

Welcome Dinner Air China Direct Flight Beijing to Brisbane - hosted by ACBC QLD & Brisbane Airport Corporation

16 July:

Export to China – Up Close Conversation With Food & Beverage and Consumer Goods Experts

18 September:

Save the date - Chinese Tourism Business Luncheon at the Gold Coast with ACBC National President Hon. John Brumby

BlueMount Capital news 


Metro Power Perth Raises $10M For Expansion

"The Sydney and Perth offices of BlueMount Capital have raised $10M for expansion capital for Perth based Metro Power Company.


Metro Power Company  is positioned to be to be part of a disruption to the $5B wholesale power industry in Western Australia by supplying and trading energy.   The Company’s wholesale power services business is underpinned by its unique patented E2M analysis software, a change in the government’s energy policy, and Metro Power’s ready-to-construct solar farm assets. Metro Power is positioned to take electricity supply to the large energy user."

Pilot Partners and BlueMount Capital will host an informal breakfast briefing on Thursday 19th July in the Brisbane CBD. 

  • Dr Mark Rainbird, Managing Director of BlueMount Capital, will discuss capital raising options for businesses looking to expand or preparing to sell in the future.  
  • Chris King and Murray Howlett from Pilot Partners will briefly share relevant case studies and their insights from an accountants perspective relating to M&A transactions.
To express your interest in attending please contact us
   


Upcoming  Korean seminar in Sydney

In conjunction with Bridging Asia, BlueMount Capital recently held an investment and business briefing for Koreans in Brisbane. The seminar included


Part 1 - speakers Dr Mark Rainbird & Flora Mok from BlueMount Capital:

  • How to list venture and foreign companies on the Australian Stock Exchange (ASX)   
  • Venture Capital and SIV, 132A, 132B and 188E visas   
  • Acquisition of permanent residence through investment   
  • Investment Opportunities in Australia

Part 2 - speaker David Lee from bridgingAsia:

  • E-commerce platform for export to Japan and Korea (TQoon Global)
  • How to build a localized independent e-commerce website with direct delivery from Australia to Japan /Korea

A Sydney seminar will be held on 26th July. To express your interest in attending please contact us

   
Funding Strategies Pty Ltd
ACN 161 432 123
Level 5, 15 Astor Terrace, Spring Hill QLD 4000
Telephone +61 7 3160 2840

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