How we work
Fixed scope. Fixed fee. Inside your business.
We don't advise from the outside. We work inside your firm for a fixed number of weeks, build the thing you need, and hand it to your people. Every engagement is scoped to an outcome and priced before it starts.
The Diagnostic
Two weeks inside your firm. We sit with the people who do the work, map the systems and the handoffs, and find where the hours go. You get a written readout: what's broken, what it costs you, what to fix first, and a fixed price for the build. The Diagnostic fee is credited against that build if you start within 30 days. If you don't, the readout is yours to act on with anyone.
The ladder
- 02 weeksBoth doors
Lunation Diagnostic
Two weeks inside the firm. A written readout and a fixed-price plan. Credited against a build within 30 days.
- 16–8 weeksFund managers
Raise Ready
Investor materials, data room, pipeline and process, ready to go to market under your licence.
- 26 weeksFund managers
Distribution Engine
The investor CRM, the reporting and update cadence, and the automation behind them, so the raise keeps working after the roadshow.
- 38–12 weeksAdvice firms
Platform Transition
Selection, migration, data, training, and the first quarter of running on the new platform.
- 46–8 weeksBoth doors
Operating System
A CRM built around how your firm actually works: pipeline, clients, tasks and reporting in one place.
- 54 weeksBoth doors
Automation Sprint
Four weeks on the manual work: reviews, disclosures, updates, reconciliations. Removed or reduced, and documented.
- 63-month blocksBoth doors
Embedded Operator
A retainer in three-month blocks for firms that want us to stay and run what we built. The follow-on, not the opener.
How we compare.
| What you get | Lunation Partners | In-house hire | Big consultancy | Offshore shop / DIY |
|---|---|---|---|---|
| Fixed fee, agreed before we start | Lunation PartnersYes | In-house hirePartlysalary, open-ended | Big consultancyNoday rates | Offshore shop / DIYPartlyquotes that drift |
| Starts with a two-week Diagnostic, credited against the build | Lunation PartnersYes | In-house hireNo | Big consultancyNo | Offshore shop / DIYNo |
| Works inside your CRM and platforms | Lunation PartnersYes | In-house hireYes | Big consultancyNo | Offshore shop / DIYPartly |
| Knows the licensing rules for capital raising | Lunation PartnersYes | In-house hirePartly | Big consultancyYes | Offshore shop / DIYNo |
| You own everything that's built | Lunation PartnersYes | In-house hireYes | Big consultancyPartly | Offshore shop / DIYPartly |
| Time to the first working thing | Lunation PartnersWeeks | In-house hireMonths: hire, then ramp | Big consultancyMonths | Offshore shop / DIYVaries |
| Price | Lunation PartnersFixed fee, scoped in the Diagnostic | In-house hireSalary, super and a three-month ramp | Big consultancyDay rates, open-ended | Offshore shop / DIYCheap to start, expensive to fix |
Categories, not firms. Every row is one we would put in writing.
Rules we work to
Fixed fees only
Never a percentage of capital raised.
Your licence, your supervision
All capital-raising work is performed under the client's AFSL or licensee.
Wholesale only
We work with wholesale and professional clients.
Two builds at a time
Capacity is capped so the work stays forward-deployed, not outsourced.
Book a Diagnostic
Tell us which door you're at and what's in the way. We reply within 24 hours.