About

Our ability to bring established businesses to the market and match them with investors, is our contribution to supporting growth and success for Australian SMEs and our economy.

Over the next decade we should see a material shift in business ownership as the next generation make their way into leadership and ownership roles. These new owners are embracing technology and are more connected to their customers than ever before. The innovation that is penetrating the SME market in Australia is very progressive, however, they often run into brick walls because access to capital is limited and therefore, growth stagnates.

Equity crowdfunding flips the old capital markets model on its head by centralising the investment opportunity onto one platform and defining clear outcomes for the business. It also brings more speed and energy into the capital raising process as the investment opportunity can now be marketed and advertised, especially with digital and social channels. This is a sweeping global trend that is not going away any time soon. .

At FUNDSITION, we’re helping these SME owners get access to funding in a frictionless, simple and cost effective manner, presenting an opportunity for the SME to grow and maximise its value.

So the big advantage with the introduction of the Crowd-Sourced Funding (CSF) legislation is that it provides a new class of retail and SMSF investors to take advantage of these well established SMEs.

These new investors may actually be customers, suppliers or general partners to these SMEs and they are quite often the most ideal beneficiaries of  their owners transition.

For investors wanting to participate in this new asset class, there has been a lack of information and a dedicated SME Crowd-Sourced Funding platform. But now with FUNDSITION, investors can easily access the right information and a committed platform to this established low-risk SME sector.

The Team

A great team is built on trust, rigour, discipline and a blend of skills that compliment each other, plus all members are aligned to a set of values and a common vision.

FUNDSITION was founded on that mandate, we have been stewards of SMEs throughout our entire working careers and are now able to support this exciting new world of capital raising and investing.

We have:

  • A deep understanding and experience in the CSF marketplace and legislative requirements
  • A deep understanding and experience in corporate advisory and capital markets
  • A track record of establishing, scaling and selling SMEs
  • A deep understanding of the decision making drivers of the SME owner
  • Experience in working with SMEs on strategies for optimising and growing their businesses
  • Extensive experience in marketing and media

Nigel Abbott

Director

Nigel has been involved in startup and early-stage companies for most of his career and understands first-hand the frustration SMEs experience with accessing capital and the burden it places on growth. He brings a breadth and depth of experience in marketing, media, technology and product/service development across numerous industries in Australia, USA and Japan.

He has had some successful exits, the most recent was a video media channel for SMEs, with a simple mandate to build a global library of educational content that empowers SMEs.
read more

Nikolas Ahkin

Director

Nikolas brings his 15+ years experience in helping SMEs through their challenges and turning their businesses into assets. Having run his own successful accounting and advisory practice for 7 years he understands first hand the frustration businesses experience with cash flow and access to finance to grow their business.
He brings his experiences as a Chartered Accountant into FUNDSITION with knowledge and experience with corporate structuring, cash flow and funding, financial modelling, valuation and advising clients on the buy side and sell side of the transaction.
read more

Steve McLean

Non-Executive Director

Steve has extensive experience in capital markets having raised in excess of A$50bn across numerous jurisdictions. Currently serving on the Boards of ASX listed ReNu Energy (Chairman) and AIM listed Litigation Capital Management, as well as numerous private companies.
Steve’s career included capital markets executive roles at JPMorgan in Sydney and London.
read more

Nathan Ryu

Education Director

Nathan founded two successful SMEs in Australia’s education industry with a combined turnover of $40m. The businesses were responsible for qualifying in excess of 20,000 people with nationally recognised qualifications through ASQA. Nathan brings a deep understanding of how to create and deliver high value revenue generating products and services to the SME and corporate sectors both locally here in Australia and internationally.
He currently sits on an established education technology company board based in the United States and advised some of the previous Federal Government education and innovation ministers on international industry planning, forecasting and budgeting.
read more

Stacey Morimoto

US Broker Dealer

Over the past 20 years, Stacey Morimoto has established himself as a leader In the Financial Services industry. In an effort to provide his clients with a truly unique advisory experience, he left the traditional “wire house” platform and formed Midpoint Financial Services. Acting as President and CEO, Mr. Morimoto built an alternative-investment platform which offered his investors the opportunity to participate in a multitude of real estate, private equity, private debt, and energy-based investment opportunities.
In 2019, Mr. Morimoto decided to form another broker-dealer, Stax Capital, Inc. in order to better serve the needs of his clients and integrate his Broker Dealer with the Fundsition platform. Mr. Morimoto is a graduate of San Diego State University’s Business School and holds Series 7 (General Securities Representative), Series 24 (General Securities Principal) and Series 63 Registrations.
read more

Brandon Lowery

US & Australian Operations

Brandon has led capital raises for private initiatives totaling over $100million; created exits via the likes of Microsoft X-Box and private equity groups; and has also licensed commercial properties (ie content and platforms) to organizations such as Fox News Corp, ESPN, RedBull, National Geographic, Think Education and many others.
Brandon has been recruited to consult with Start-ups/Scale-ups, Corporations, Governments, NFPs as well as legacy institutions like: The International Olympic Committee (IOC), International Management Group (IMG), The International Skateboarding Federation, The World Surf League (WSL) and Laureate International Universities to name a few.
read more

Eric Manese

US Operations

Based in Southern CA, Eric has over 25 years experience in the financial services industries and has worked for companies such as the American Express Corporation and AG Edwards & Sons Investments.
Eric has a deep background in professional sales and an extensive national network. Eric also serves on numerous nonprofit boards and chairs an educational scholarship fund.
read more