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Welcome to the June 2026 edition of the Funding Strategies newsletter! |
"The
biggest mistake in capital raising right now? Treating it like a choice between
debt or equity.
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In the past
few weeks, we’ve been in multiple business and founder conversations where the
same question comes up: “Should we raise equity or take on debt?” One founder
waited too long and lost optionality. Another defaulted to equity - just because
it felt safer.
Here’s
the reality: You need to look at the whole capital stack.
In a
higher-rate, lower-growth environment, the wrong structure kills flexibility
faster than running out of cash.
What
works: Capital Strategic Design Don’t “choose” capital - design it. • Growth → flexible/equity • Working capital → short-term debt • Expansion → structured debt
Then
sequence it based on need and timing. Cost of capital is no longer just price—it’s timing and control.
Question: Are you building a capital stack solution… or just picking a funding source?
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If you
would like assistance exploring your capital raising options, please contact us.
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#CapitalRaising
#DebtFunding #CapitalStack #FundingStrategy #CorporateFinance #BusinessGrowth
#Founders #InvestmentStrategy
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View our Latest Opportunities |
We invite you to download our deal list from our website (registration / log-in required, membership is free). |
Image below: Our team (left to right): Eugenia, Ryan, Flora, Adrian, Mark, Birgit, Steve, Ella and Shirley.
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Introducing Project Payments Disruptor |
From payment acceptance to AI-powered business intelligence - one platform, every channel, every insight |
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Project Payments Disruptor is an Australian fintech building the retail commerce platform of the future - progressing from fast, compliant payment acceptance today, to unified omnichannel commerce, to an AI-powered intelligence layer that transforms every transaction into a strategic asset for wholesalers, retailers and multi-location operators.
Business intelligence is the differentiator. An AI-powered copilot unifies customer, operations and supply chain data into predictive insights - giving merchants answers, not just reports.
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TODAY Modern Payments Fast, compliant PCI-certified acceptance |
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NEXT Unified Commerce One portal - every channel In-store - Online - Mobile |
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FUTURE Retail Intelligence AI-powered insights Predictive - Actionable |
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Introducing Project Robot
Autonomous robots that digitise and automate labour-intensive processes |
Project Robot is an early-stage Australian technology company operating in the construction space. The business has developed an autonomous robotic solution that accelerates and increases the accuracy of a critical on-site workflow.
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With a growing customer base domestically and a clear strategy for international expansion, the Company generates revenue through both upfront hardware sales and a recurring subscription model.
This is a capital-efficient, scalable business with plans to create an ongoing revenue stream by targeting a large segment of the global construction industry.
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Future Ready: Raising Capital for Small Businesses |
As part of Queensland Small Business Month 2026, our live webinar explored capital raising options for small businesses in order to be future ready. We aimed to provide you and your business with possibilities on how and where to start.
In case you missed it, the webinar recording is now available here. |
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William Stannard, Senior Associate |
William Stannard is an early career finance professional with a background in commercial energy insurance at Marsh Risk, specialising in oil and gas. During his time in insurance broking, William co-ordinated insurance renewals for enterprise-scale clients including oil-majors and large-scale renewables clients.
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William is a Bachelor of Commerce with a finance major graduate from the University of Queensland. He has completed his CFA Level 1 and is currently a CFA level 2 candidate.
William brings a diverse skillset to Funding Strategies after working for 5 years in market research and 4 years in various state and federal government roles. He completed his RG 146 through ANZIIF in 2025.
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Introducing Project Care
Supporting NDIS, NIISQ and DVA participants |
Project Care provides various services in Queensland and New South Wales to support National
Disability Insurance Scheme (NDIS), National Injury Insurance Scheme
Queensland (NIISQ) and the Department of Veteran Affairs
(DVA) participants in Queensland, Australia.
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The founder and management team of Project Care are experienced in helping the participants achieve their goals and engage in different activities in the community.
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Introducing Project Micro Lending |
A fintech operation in South East Asia and South America |
Project Micro Lending is a fintech company headquartered in Asia
offering lending solutions in South East Asia and Latin America. |
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With
over 10 years of experience, the company uses comprehensive AI-powered
assessment models to effectively evaluate customer credit risks and gain deeper
insights into customer needs – enabling inclusive financial solutions for a
broader range of individuals. |
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Introducing Project Property Fund |
Capitalising on real estate market dislocations |
Project Property Fund is an experienced US real estate fund manager / investor with roots dating back to the 1980s. The Fund's strategy focuses on super senior, predictable, inflation-protected income streams that sit at the absolute top of the capital structure: Senior to capex, opex and debt. The result? Unrivaled downside protection paired with powerful upside.
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Backed by a leadership team with over 40 years of cross-cycle investing experience, the Fund specialises in turning market dislocations into investor value. Project Property Fund has achieved IRRs in the high teens and >20% over previous investment cycles.
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EU-Australia FTA - Business Consultation on Impacts and Priorities
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Our Director, M&A, Flora Mok, attended the webinar on the EU–Australia FTA –
Business Consultation on Impacts and Priorities organized by FACCI on 9
June 2026.
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"The speakers outlined the rationale for the Free Trade Agreement
("FTA") between the European Union (EU) and Australia, noting that the EU is
Australia’s third or fourth largest trading partner, its second-largest source
of foreign direct investment, and a major export market with a population of
more than 450 million. They also highlighted the strong economic outlook, with
trade deals, exports and broader economic activity between the EU and Australia
expected to increase once the FTA is signed.
The FTA still requires formal ratification by both the EU and
Australia, with signing expected in late 2026 or early 2027.
The speakers discussed the following opportunities and benefits
for both the EU and Australia:
- Higher Foreign
Investment Review Board approval thresholds, generally increasing from
$350 million to over $1.4 billion.
- Greater mobility for
researchers, technical specialists and other professionals, supporting
innovation and commercialisation.
- More flexible
country-of-origin rules, allowing preferential treatment for some goods
with components from other countries. Exporters will only need an origin
declaration, rather than a certificate of origin, reducing cost and
administrative effort.
- Improved access to
government procurement opportunities for businesses.
- Removal of duties on
certain goods, such as luxury cars below specified thresholds, creating
more opportunities for EU car manufacturers in the Australian market.
The speakers concluded that the FTA would create diversification
opportunities for businesses in both the EU and Australia. They also noted that
the secure and trusted partnership between the two sides could support further
opportunities in security and defence procurement.
During the webinar, the speakers also talked about access to
research funds and Horizon Europe. This is the
European Union’s flagship research and innovation funding program worth $155
billion. The program supports large-scale international collaboration
across science, technology and innovation. Association to Horizon Europe
will allow Australian organisations to lead or participate in global research
projects, connecting them to large-scale research that will accelerate
Australian innovation and economic growth. As the industry partnership
in the EU is very strong, this helps the commercialization of the Australian
innovation and products."
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2026-2027 Federal Budget exclusive business briefing
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Mark said: "We attended the 26/27 Federal Budget briefing in May with the Federal Treasurer, the Honourable Dr Jim Chalmers MP.
Given the proposed tax changes we wanted to hear first hand what the Government's strategy was, especially with regard to small business, capital gains tax and discretionary trusts, as well as the implications for investors. |
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Since that time
there has been a lot of discussion in the media and lobbying of the Government
around these proposed changes.
We are still waiting to see what
legislation is actually passed, albeit there having been a number of “carve-outs” with
regard to the proposed legislation, including expanding small business CGT
concessions, carve-out for start-ups, employees receiving equity and early-stage investors, and removal of testamentary trust changes."
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Image above: The Petronas Twin Towers in Kuala Lumpur at night |
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As part of BlueMount Capital's global reach through its M&A Worldwide membership, Mark connected with international investors while in Kuala Lumpur recently. |
With a number of events coming up in Brisbane, our team members look forward to catching up with you here:
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Funding Strategies Pty Ltd ACN 161 432 123 Authorised Representative for AFSL 230680 Ground Floor, Suite A, 201 Leichhardt Street Spring Hill QLD 4000 Australia +61 7 3160 2840 |
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