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Luna principles

Invest at source, either alongside existing institutional capital, or as the foundation investor
Only partner with proven people, managers and strategies. Investments will have a clear exit timeline and methodology
Continue to invest in, and innovate, our technology. Allowing our investors direct and transparent access to build their private asset portfolio

Our investors

Will get access to previously inaccessible Australian & NZ private markets investment opportunities. To date, these private market managers have largely sourced capital from offshore institutions, and locally, superannuation funds. By removing the need for paper based applications, and multiple on boarding for each investment you make, your experience will be digital, and in time allow you to build and manage a portfolio of private markets investments. We can automate data feeds to your preferred reporting system, have readily downloadable performance reports, a dashboard you can customise, and at the end of financial year a consolidated tax report can be electronically sent to yourself or a third party you nominate.

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Our asset managers

Will get access to deep networks of Australian private capital. With extensive networks of HNW investors and family offices, Luna consolidates our investors and presents to asset managers as one source of capital. We will only partner with managers prior to their fund launch as a key component of the capital structure. Managers must have a clear path to exit in their underlying strategies as a means of liquidity for our investors.