FundBase Group

𝐌𝐚𝐧𝐚𝐠𝐞𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐮𝐧𝐝𝐬 (also known as 𝐌𝐚𝐧𝐚𝐠𝐞𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐒𝐜𝐡𝐞𝐦𝐞𝐬, or 𝐌𝐈𝐒) allow investors to pool their capital into a professionally managed fund, offering diversification, expert oversight, and access to unique investment opportunities. These funds provide a flexible and tax-efficient way for investors to achieve their financial goals while benefiting from professional management. 📈 𝐓𝐲𝐩𝐞𝐬 𝐨𝐟 𝐌𝐚𝐧𝐚𝐠𝐞𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐮𝐧𝐝 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞𝐬 𝐌𝐚𝐧𝐚𝐠𝐞𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐮𝐧𝐝𝐬 can be structured in various ways to cater to different investment needs: 𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐏𝐮𝐫𝐩𝐨𝐬𝐞 𝐕𝐞𝐡𝐢𝐜𝐥𝐞𝐬 (𝐒𝐏𝐕): Created for specific projects and opportunities. 𝐒𝐲𝐧𝐝𝐢𝐜𝐚𝐭𝐞𝐬: Ideal for deal-specific investments, allowing investors to pool resources for a particular opportunity. 𝐓𝐫𝐚𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐅𝐮𝐧𝐝𝐬: Diversified across multiple asset classes, such as equities, real estate, and credit. 𝐕𝐞𝐧𝐭𝐮𝐫𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 (𝐕𝐂) 𝐅𝐮𝐧𝐝𝐬: Target startups and high-growth ventures using capital calls. 𝐅𝐞𝐞𝐝𝐞𝐫 𝐅𝐮𝐧𝐝𝐬: Allow smaller investors to access larger funds with higher entry requirements. 𝐌𝐚𝐬𝐭𝐞𝐫 𝐚𝐧𝐝 𝐒𝐮𝐛-𝐅𝐮𝐧𝐝 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞𝐬: Common in larger-scale deals, pooling capital with focused sub-funds for specific objectives. 🔐 𝐊𝐞𝐲 𝐁𝐞𝐧𝐞𝐟𝐢𝐭𝐬 𝐨𝐟 𝐌𝐚𝐧𝐚𝐠𝐞𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐮𝐧𝐝𝐬 Managed Investment Funds offer several advantages to investors: 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: Gain access to skilled fund managers who make informed investment decisions. 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧: Spread risk across multiple asset classes and investment types. 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐞𝐬 𝐨𝐟 𝐒𝐜𝐚𝐥𝐞: Collective investment reduces transaction costs and improves access to larger opportunities. 𝐅𝐥𝐞𝐱𝐢𝐛𝐢𝐥𝐢𝐭𝐲: Choose a fund that matches your specific financial goals, whether for growth, income, or high-risk ventures. 𝐓𝐚𝐱 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲: Enjoy the benefits of flow-through taxation, where income and capital gains pass directly to investors. 𝐇𝐨𝐰 FundBase Group 𝐂𝐚𝐧 𝐇𝐞𝐥𝐩? At FundBase Group, we specialise in helping fund managers and investors launch and manage 𝐌𝐚𝐧𝐚𝐠𝐞𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐮𝐧𝐝𝐬. We offer: 𝐅𝐮𝐧𝐝 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐢𝐧𝐠: Tailored to your investment objectives, ensuring regulatory compliance and operational efficiency. 𝐋𝐢𝐜𝐞𝐧𝐬𝐢𝐧𝐠 & 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞: We manage all regulatory requirements, so you can focus on performance. 𝐅𝐮𝐧𝐝 𝐀𝐝𝐦𝐢𝐧𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧 & 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: Comprehensive back-office services, from investor onboarding to compliance. 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦: A robust system to help you efficiently manage your fund operations. FundBase Group is here to support your investment journey with solutions tailored to your needs. #FundStructures #Investments #FundAdministration #SPV #FinTech

We are proud to have our co-founder, Anna Nedbaylova, participating in the 2024 Evolve Program presented by SBE Australia! This program is designed to equip founders with the knowledge, skills, and networks essential for accelerating business growth and successfully scaling their ventures. Sponsored by the City of Sydney, this three-day in-person program will provide invaluable insights and connections to help these founders build scalable businesses. Anna's dedication to innovation and leadership embodies the spirit of this program, and we look forward to seeing the impact she and her fellow founders will make in the startup ecosystem! #FundBaseGroup #ANZStartup #WomenInBusiness #Innovation #Community

🚀 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗮 𝗣𝗼𝗼𝗹𝗲𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗩𝗲𝗵𝗶𝗰𝗹𝗲 (𝗣𝗜𝗩)? 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱 𝘁𝗼 𝗞𝗻𝗼𝘄! Pooled Investment Vehicles (PIVs) are a powerful tool for accessing sophisticated markets and attractive investment opportunities. They allow investors to participate in opportunities that would typically be out of reach due to the significant capital or expertise required. A PIV aggregates capital from multiple investors into a single structure, professionally managed and invested across a diverse range of assets, including public and private markets, as well as alternative assets like property, credit, unlisted companies, and infrastructure projects. 𝗖𝗼𝗺𝗺𝗼𝗻 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝘀 𝗳𝗼𝗿 𝗣𝗜𝗩𝘀 𝗠𝗮𝗻𝗮𝗴𝗲𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗦𝗰𝗵𝗲𝗺𝗲𝘀 (𝗠𝗜𝗦): Unit trusts that provide tax benefits and are relatively easy to establish. 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽𝘀 (𝗩𝗖𝗟𝗣/𝗘𝗦𝗩𝗖𝗟𝗣): Designed for high-growth startup investments, offering significant tax concessions to investors. 𝗖𝗼𝗺𝗺𝗼𝗻 𝗧𝘆𝗽𝗲𝘀 𝗼𝗳 𝗣𝗜𝗩𝘀: 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 (𝗩𝗖) 𝗙𝘂𝗻𝗱𝘀: Pool capital to invest in early-stage companies with high growth potential. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗖𝗿𝗲𝗱𝗶𝘁 𝗙𝘂𝗻𝗱𝘀: Provide loans to borrowers, generating income from interest payments. 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗙𝘂𝗻𝗱𝘀: Invest in real estate assets, offering exposure to capital appreciation and rental income. 𝗥𝗼𝗹𝗹-𝗨𝗽 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗩𝗲𝗵𝗶𝗰𝗹𝗲𝘀: Consolidate investments in private or unlisted companies into a single entity. 𝗦𝘆𝗻𝗱𝗶𝗰𝗮𝘁𝗲𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀: Pool capital for specific opportunities or to enter the investment management space. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗙𝘂𝗻𝗱𝘀: Invest in mature companies, focusing on growth and eventual gains through sales or public offerings. At FundBase Group, we offer comprehensive support for fund managers looking to launch and scale PIVs, including: 🛠️ 𝗙𝘂𝗻𝗱 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗶𝗻𝗴 & 𝗦𝗲𝘁𝘂𝗽: We help design the optimal legal structure tailored to your goals. 📋 𝗟𝗶𝗰𝗲𝗻𝘀𝗶𝗻𝗴 & 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: We navigate Australia’s regulatory landscape to ensure your PIV is compliant. 🔄 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗢𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 & 𝗕𝗮𝗰𝗸-𝗢𝗳𝗳𝗶𝗰𝗲 𝗦𝘂𝗽𝗽𝗼𝗿𝘁: From AML/KYC to fund administration, we handle operations so you can focus on growth. #FundManagement #PooledInvestmentVehicles #VentureCapital #PrivateEquity #InvestmentStrategy #InvestmentManagement #FundBaseGroup

You're invited to see FB Ventures, powered by FundBase Group, at the SXSW Sydney Founders Bar alongside inspiring Startup names!   Let’s come together to celebrate creativity, share insights, and strengthen our community.   🗓 𝗪𝗵𝗲𝗻: Thursday, 17 October, 5:00 - 6:30 pm 📍 𝗪𝗵𝗲𝗿𝗲: SXSW Sydney, ICC, Cockle Bay 2 🔗 Event Details: https://lnkd.in/gPQaMhfd   We can’t wait to see the amazing connections that will be made 🎉

FundBase Group supports R U OK? Day and values the significance of mental health and connection. Today, we celebrated with some lovely cupcakes and flyers to raise awareness about the importance of reaching out and supporting one another 💛✨ #RUOKDay #MentalHealthAwareness #FundBaseGroup

What an incredible night supported by FB Ventures, powered by FundBase Group, and organised by Startup&Angels! 🚀   We’re proud of every founder who pitched and shared such innovative and important ideas. FundBase Group, we provide the background structuring for every type of raise from simple Angel syndicates, to SPVs, all the way through to complex ESVCLPs   We’re committed to streamlining funds management with our Full-Service Fund Management solutions. Swiftly launch fully operational investment structures, manage syndicates, investment funds, VC, and ESVCLP structures, we’re here to support every journey from vision to success.   FundBase Group Simple. Effective.

Revolutionise Fund Management with Effortless Precision: Fund-in-a-Box   Launching and managing a fund shouldn't be complicated. With our Fund-in-a-Box solution, we take the complexity out of the equation. Whether it's swiftly setting up your fund, navigating licensing and compliance, or managing investors, our end-to-end platform has you covered.   We’re able to streamline every step to ensure your fund runs smoothly from day one. Simplify your operations and focus on what truly matters—growing your investments.   Ready to get started? Let's make Fund Management easy together. #Fund-in-a-box #FundManagement #Fintech #GrowInvestments

Starting a fund is an exciting opportunity, but it can quickly become overwhelming with all the details you need to manage. From getting the right legal documents to making sure you comply with regulations, the process can be complicated and stressful. If you're not careful, you could end up with unexpected legal bills and delays that could cost you thousands of dollars.   The first thing you do is engage a lawyer to help draft your fund's legal documents. But even with legal help, you might wonder:    Do we have all the documents we need?  Are we choosing the right structure for our fund?    These questions can lead to long and expensive discussions with your lawyer, often without clear answers.   A common mistake is overlooking the need for an Australian Financial Services License (AFSL). Many fund managers are either unaware of this requirement or think they can deal with it later, only to find themselves in a panic trying to secure AFSL coverage just before launching. This last-minute scramble adds stress and can involve a lengthy process with potential AFSL providers.   But that's just the beginning. Have you figured out how your fund will operate daily? Do you know how to onboard investors, or whether you're required to follow Anti-Money Laundering (AML) and Know Your Customer (KYC) rules? These are important questions that need to be answered before you launch.   You may also need a platform to help manage your operations, from dealing with investors to meeting regulatory requirements. With so much to consider, it's easy to feel overwhelmed and worry that something important might be missed.   That's where FundBase Group can help. FundBase Group was created to guide fund managers and venture capitalists through the entire process of launching a fund. Our team ensures that everything is taken care of, from legal documents and AFSL to investor onboarding and operational support. We take the stress out of launching your fund so you can focus on what you do best.   Don't let the challenges of starting a fund slow you down. Contact FundBase Group today and let us help you make your launch smooth and successful. #Fund #AFSL #Investments #Fintech #FundBaseGroup

Get ready to elevate your startup game! 🚀   We’re proud to support Startup&Angels at the biggest event of the year: Investor Week, from September 2nd to 6th in Sydney.   FundBase Group offers end-to-end solutions that empower venture capitalists and fund managers at every stage. Our Full-Service Fund Management streamlines the process, enabling the rapid launch of fully operational investment structures, including syndicates, investment funds, and VC and ESCVLP structures. We’re committed to driving innovation and creating a more inclusive investment ecosystem, helping startups connect with investors and turn their dreams into reality.   Join us for a week of themed events focused on every aspect of startup growth and investment.   Learn more: https://lnkd.in/gHxahepJ

Full Service Fund Management Traditional fund launches can be complex and burdened with cumbersome tasks, high costs, and lengthy timeframes. What if there is another way? By leveraging cutting-edge technology to accelerate time to market, reduce costs, and lower barriers, FundBase Group streamlines fund management with its “Fund-in-a-Box” – Full Service Fund Management solution. Our solution provides end-to-end infrastructure and operational support, freeing managers to focus on returns, not administration.   Whether you are a new or established fund manager, we equip you with the tools for success. Our commitment does not end there. We are continually innovating, enhancing fund administration, compliance, and reporting.   FundBase Group leads a movement towards an accessible and more efficient fund management ecosystem. Join us and connect with FundBase Group to unlock the power of Fund-in-a-Box, confidently achieving your investment goals. #FundsManagement #VentureCapital #InvestmentFunds #FundInfrastructure #FundInABox