The ABCs of investment

We’ve built the legal, accounting and regulatory playbooks for some of Australia’s best investors, including 1835i, Alice Anderson Fund, Rampersand and more. From legal compliance and fund accounting to investor reporting and portfolio support, LUNA helps set up and manage the work behind the fund, so you can spend more time backing the next game-changing company.

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Start, manage and operate an investment fund with ease

Our approach is different because our support is connected. We bring legal, accounting, tax and fund operations into one team, helping funds move through setup, compliance, reporting, portfolio support and transactions with less friction and more clarity.

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

Keep fund administration organised and compliant, from bookkeeping, payroll, GST, PAYG, payroll tax, Fringe Benefits Tax and income tax to the financial operations that keep the fund moving.

Fund Operations and Accounting

Support investor relations, deal flow management, fund performance reporting, ESVCLP and VCLP reporting, and portfolio reporting with clean accounting and practical fund operations support.

Transaction and Capital Deployment Support

Put the right documents around investment activity, including subscription agreements, convertible notes, SAFEs, shareholder agreements and the legal support behind capital deployment.

Deal Negotiations and Documentation

Move through deals with fewer loose ends. We support term sheets, due diligence, deal execution, cap table preparation and transaction documents.

Governance and Operations

Keep governance practical as the fund grows, with support for investor, manager and stakeholder obligations, commercial documents and the operating rhythm behind the fund.

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 for your fund and investments from day one, with support across fund structures, investment documents, governance and compliance.

Financial operations and compliance

Keep the fund’s numbers and reporting clear, with accounting, tax, compliance and financial operations support across the fund and portfolio.

Strategic planning

Bring the legal, accounting, tax and finance pieces together as the fund grows, from portfolio support and reporting to transactions and bigger strategic decisions.

Resources and success stories

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

Board alignment: how to keep investors and management on the same page

General

July 13, 2026

Board alignment isn't about constant agreement. Learn how to keep your investors and management team aligned through clear operating plans....

Board prep: what to send before the meeting and when

Legal

July 8, 2026

High-value board meetings require high-value prep. Learn how to structure your board pack, manage cash transparency, and establish a timeline that drives real s

How to get your startup’s finances ready for growth and funding

Accounting & Tax

June 22, 2026

The reporting, cashflow, hiring, revenue and record-keeping foundations that help founders make better decisions and prepare for investor scrutiny.

Ready to partner with us?

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