​Investment Design & Structuring

The development side of investment offerings is a frequently overlooked piece of the puzzle. Whether it’s a listed share offering, a private unit trust or an exchange traded fund, a lot of work has gone into the architecture and design to ensure the investment not only operates in the most efficient way for the manager, but also provides the best returns to the investors.

With investments, much like well made suits, the best ones are bespoke and designed specifically for the user and are structured for purpose. 

Seed-VC-Private Equity offerings
​Bringing new funds into your business - whether it’s at concept stage or you’re ready to make the next step - is not just as simple as passing the hat around and hoping for the best. How you introduce new capital partners will shape the way your business functions down the track. Get this part wrong and you may find yourself with corporate disputes or without a role in your own project.

Satori Business helps clients with end-to-end advisory and structuring, working with you to develop a strategy and structure that aligns your interests with the needs of the market and works for the long term. 

Managed investment offering
​Got the next market beating trading strategy? Perhaps you’ve been managing client accounts and you’re looking for a more efficient structure to operate? If you want to step into the world of handling and managing other people’s money.

Satori can help you from the ground up, from reviewing your investment strategy through to operational structuring and licensing. 

Special Project offerings
​Sometimes even the most creative uses of traditional investment structuring just don’t quite fit the needs. Fortunately, at Satori Business we take pride in our ‘yes’ policy, and our experience has proven that every challenge has a solution.

Our team has been involved in several innovative and first-of-kind investment structuring solutions for those projects and strategies that need a deeper level of analytical solutions engineering.

If you’ve been told it isn’t possible by others, or are having difficulty finding a suitable fit, Satori can help. 

BUSINESS STRUCTURING & STRATEGY

Establishing a business is easy, and you don’t need our help to do it. Establishing a business correctly and strategically for sustainable business growth is not so easy, and with that we can certainly help. From navigating relevant regulatory bodies, to cross-jurisdiction structuring and even brand positioning, it all makes a difference in the long run. 

Licensing and RegulationS
Perhaps the most critical step in setting up your business in any jurisdiction, whether you are just starting out or looking to expand, is the regulatory environment and licensing requirements.

​Failure to consider these areas carefully and accurately with commercial sensibility can be the fastest path out of business.
We help our clients with a range of services for navigating business regulations, including:
  • Multi-Jurisdiction Entity Structuring
  • Financial Service Licensing
  • Compliance Strategy and Policy Development
  • Ongoing compliance management consulting
  • Corporate Governance Advisory 

Start-ups to Scale-ups
We help our clients make the next step in their strategy, whether that’s the very first step or stepping into new markets, with the right structures and frameworks for a long-term operation and with future investment attraction at the core of our focus.