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Kapitalized ICO, Blockchain & Startup Advisory
ICO, Strategy, Capital Raisings Advisory for Early-Stage Ventures
ICO, Strategy, Capital Raisings Advisory for Early-Stage Ventures


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We've just relaunched the website.

Highlighting our renewed focus on #ICO, #initialcoinofferings, #Tokens and #blockchain services for #startups.

Best wishes to all for the new year 2018!
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Kapitalized has launched its Incubator program with internships based on our shared space on O'Riordan St Alexandria NSW.

Applications are currently open - apply at

#StartupIncubator #Kapitalized #IncubatorSydney #StartupsSydney
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Australian Government Launches New Crowd Funding Legisltation

The Australian Government is introducing proposed new crowd funding and equity funding legislation for small companies looking to raise from mum and dad investors.

Current Australian regulations limited the scope of equity crowd based funding to wholesale or sophisticated investors who earn at least $250,000 a year or have $2.5 million in assets, the new regulations would allow public companies with $5 million or less in annual turnover, or up to $5 million in assets, to raise $5 million a year from retail, also known as 'mum and dad’ investors.

With the new bill, an amendment to the Corporations Act, unlisted public companies with less than $25 million in annual turnover and less than $25 million in gross assets to raise via equity crowdfunding platforms. Companies will be able to raise up to $5 million in a 12 month period.

As proposed in the previous bill, retail investors will be able to invest up to $10,000 per company in a 12-month period, with the cooling off period during which they can change their mind now down to 48 hours.

This effectively proposes relief for small companies which previously needed to undertake fairly arduous public company reporting just to contemplate crowd funding.

#crowdfunding #equityfunding #crowdfundingbill #CrowdFundingLegislation

Original article:
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Franchise or Independent Business. How to Choose?

A study by the International Franchise Association Education Foundation and PricewaterhouseCoopers acknowledges that franchising is an effective business structure for many small business entrepreneurs. The 2001 study concluded that franchises accounted for 9.5% of the US private-sector economy. That means more than 18 million people are employed in the US, either directly or indirectly, by franchise investments and account for nearly 14% of private-sector employment.

The statistics are impressive – but is a franchise the type of business you want to tackle? Consider these facts before you decide whether to by an independent small business instead.

There are generally two types of franchises: business format and product-distribution. Restaurants, convenience stores, automobile services and tax-preparation services comprise business format franchises. Product-distribution franchises include vehicle dealerships, gas stations and beverage bottling and distribution companies. The combined total number of both types of franchises in the US was already approaching 800,000 in 2001 when the IFAEF/PricewaterhouseCoopers study was conducted.. Most people readily think of a fast-food restaurant chain when asked to name a franchise. But a simple Internet search will quickly compile countless franchise opportunities in automotive, fitness, cleaning and maintenance, spas, heath and senior care, retail and pet care, to name only a few. The vast selection of franchises available today gives the investor a number of choices and enables them to purchase according to their own interests and personality.

Since a franchiser has already laid a business foundation, your company could be leaps and bounds ahead of another small business had you started from scratch. This does eliminate a certain amount of risk and gives you a proven business model to work with. Customer brand recognition is a huge benefit of buying a franchise business. As a franchisee, you will also profit from aggressive regional or national marketing campaigns the franchise pays for, helping you grow as it attracts customers to your products and services. Most franchises build in a certain about of training with the purchase, which can give even a novice an efficient way to learn the basics of the business. Companies feel compelled to equip their franchisees with training and on-going support. Plain and simple: if you are successful, they will be successful. Experts suggest that entrepreneurs who opt for a franchise get business funding much more easily since financial institutions generally see franchises as more credible and less risky to invest in than independently-owned businesses.

Yet buying a franchise – and its reputation – can cost quite a lot. You not only buy the company’s equipment and products, you’re also paying for the company name and reputation. In addition to your initial franchise fees, a portion of your monthly revenues will go back to the company. Be prepared to give up control of many aspects of your business, as well. An independently-owned business will allow you much more freedom to operate day-to-day trade as you wish.

If you want more management freedom, you might be better suited to an independent business. At we help provide strategic guidance to entrepreneurs when considering the form, costs and value potential of their venture including buying into franchise arrangements, expanding a business through franchising or simply launching a standalone startup.

#Franchise #Kapitalized #Franchising
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Raising Capital with Convertible Notes

#ConvertibleNotes are an innovative financing mechanism for Australian ventures and corporates. At #Kapitalized we specialise in convertible notes and arranging the commercial terms for issuers (startups and SMBs looking for capital) and investors (buyers of the convertible notes).

How do Convertible Notes Work?

A Convertible Note or Convertible Bond is an investment mechanism often used by venture capital and seed investors investing in startups who wish to delay establishing a valuation for that startup until a later round of funding or milestone.

Con Notes are a common financing method for #Startups.

Convertible notes are structured as loans with the intention of converting to equity. The outstanding balance of the loan is automatically converted to equity at a specific milestone, often at the valuation of a later funding round. In order to compensate the investor for the additional risk of investing in the earlier round, convertible notes will sometimes have additional clauses, such as caps or discounts.

Advantages of Convertible Notes

The primary advantage of issuing convertible notes is that it does not force the issuer and investors to determine the value of the company when there really might not be much to base a valuation on – in some cases the company may just be an idea. That valuation will usually be determined during the Series A financing, when there are more data points off which to base a valuation.

Valuation Cap

A valuation cap in a convertible note is a bonus for investment risk. The Valuation Cap places a cap on the price at which the notes convert into equity and provides convertible note holders with equity-like upside if the company takes off out of the gate without excessive dilution.

Faster Access to Capital

Convertible notes are a faster way of funding a venture, they require much simpler documentation (see the Tools section for a sample termsheet) and much quicker and simpler due diligence. The primary question for the investor is will the company be able to repay the loan within 1-2 years usually from a refinancing or equity issue round or will they grow so fast that the valuation skyrockets and the notes convert into equity.

Starting a Con. Note Capital Raising

At Kapitalized we’ve developed a process to help entrepreneurs access convertible notes funding. Contact us about Convertible Notes to discuss starting a the commercial process.
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#Kapitalized is founded by #IvanMantelli, 15+ years experience with strategy, M&A, innovation and startup development at ABN Amro Australia, Fairfax Media and Salmat.

See Ivan's profile at Linkedin and Angelco

Ivan excels at #StartupAdvisory, #FinancialModelling, #Innovation
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At #Kapitalized we build financial model for #startups and #earlystageventures. If you are looking to raise #SeedCapital or #VentureCapital get prepared, build a financial model with assumptions, drivers and key sensitivities.

This financial model will be the basis for your entire venture and identifies how much you should spend, variable cost limits such as for acquiring customers and net margins by customer.

From your #FinancialModel we identify your #VentureValuation which will inform you and enable you to better negotiate with venture capitalists and see funders.

Get ready... use financial science to drive your venture!
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#Kapitalized is an Australian advisory firm for #startups and early-stage ventures. We build financial models, strategy plans and execute capital raisings including crowd funding, #convertiblenotes and #businessloans.

See more at
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