Partner type: 
Legal services
Specialty:
Corporate structuring
Financial forecasting
Bookkeeping
ESOP administration
Cap table management
Financial modelling
Governance and compliance
IP and tech contracts
Privacy and data compliance
Valuation support
Virtual CFO
Tax and BAS
Payroll

Name: Josh Sharma

Email: josh@weareluna.co

Phone number:

LUNA

About

LUNA is the trusted partner for Australia’s most ambitious founders, investors and innovators. We provide forward-thinking legal, accounting, and consulting services, all in one place, to help you start, run, and scale with confidence. Since 2016, we’ve worked on many high-profile CSF campaigns and supported over 2,000 startups and funds, including Future Super, Rampersand, EQL and Build Club.

Expertise

Across law, finance, and strategy, our expertise spans:

  • Startups and early-stage ventures
  • High-growth scaleups and enterprise
  • Venture capital, corporate venture, and private funds

Services and deliverables

Our services are broad and cover the entire business lifecycle. This includes:

  • Legal: Corporate structuring, IP, operational contracts, governance, capital raising and mergers & acquisitions.
  • Accounting & Tax: bookkeeping, tax compliance, investor reporting, VCFO, forecasting, R&D and cash flow management
  • Consulting: Business strategy, operations, and fundraising support
  • Fund Services: Setup, governance, investor reporting and portfolio management

Our CSF specific services breakdown includes but is not limited to:

  • Raising and investment strategy
  • Preparation of CSF constitution
  • Review of offer documentation
  • Preparation of financial statements
  • Share structuring & director appointment
  • Cap table modelling
  • Corporate governance support
  • Ongoing investor management

Estimates

We offer fixed-fee services that are tailored to your stage and needs - and includes a range of startup packages, CSF packages and ongoing retainers.

Engagement process

We begin any CSF process with a strategy meeting to understand the goals for your campaign and the support you need in order to close your campaign successfully. This is followed by a fixed-fee proposal to support you during the campaign and regular check-ins to ensure you're also supported after the raise is completed. We're your long term partners for scale, and continue to provide legal and finance support as you continue to grow after a raise is complete.

Client testimonials

We've supported many clients through CSF raises. Since Birchal's inception, we've worked closely with the team and supported companies like Evee, Unhedged, XHemp, Bubble Tea Club, tacticagear, The Sneaker Laundry and many more.

Team

LUNA is part of the Tiger & Bear Group - giving our clients access to a powerhouse of legal, accounting, finance and strategic expertise under one roof. This means we can support you from idea through to strategic exit, with advice that flexes as fast as you grow. Our services are intentionally interconnected so every decision is backed by a team who understands your whole business, not just one part of it.

LUNA is led by group CEO, Alex Feldman, who was previously the Chief Strategy Officer and General Counsel for ASX listed amaysim where he was responsible for the legal and regulatory functions, as well as strategy, investor relations and corporate development opportunities.