EOFY - A Time To Review Goals and Achievements - Funding Strategies Connect June 2018

29 June 18

EOFY - A Time To Review Goals and Achievements - Funding Strategies Connect June 2018

 

\tEOFY - A Time To Review Goals and Achievements - Funding Strategies Connect June 2018

\t 

\tDear Readers,

\tWelcome to the June 2018 edition of Funding Strategies Connect!

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

\tWe 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.

\tAt 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:

  • \t\tCurrent State

  • \t\tComplications / Issues

  • \t\tGoals (personal and company)

  • \t\tCompany Strategy / goals

  • \t\tCompany structure

  • \t\tCompany business model

  • \t\tFinancials (BS, P&L, Forecast)

  • \t\tUse of funds / Capital to be raised / Milestones to be achieved

  • \t\tShare capital structure / valuation

  • \t\tCapital Raising Options

  • \t\tDecisions to be made

  • \t\tRoadmap (current state – future state)

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

\tIn this edition of our newsletter I have included:

  • \t\tUpdates from Walker Capital, PictureWealth, Guarda and BlueMount Capital;

  • \t\tUpcoming ACBC events;

  • \t\tAn upcoming breakfast briefing with Pilot Partners; and

  • \t\tAn upcoming Korean seminar in Sydney.

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

\tFor more information please contact us.

\t 

Mark Rainbird,
\tManaging Director
Funding Strategies


Read the full newsletter here


About Funding Strategies

Funding Strategies is an Australian based capital markets firm providing venture equity capital and finance services to small business and companies seeking capital for growth and expansion in the unlisted and pre-IPO capital markets. We work with predominately private and public companies, and sophisticated investors. If you would like more information, please email brisbane@fundingstrategies.com.au or phone +61 7 3160 2840.

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