Advisory & CFO
Startup investments
Investing in a startup, or raising money for one, involves real risk. Business Mantra Accountants can talk through the business and tax side with founders and investors, and connect you with a licensed financial adviser where personal investment advice is needed.
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Business Mantra Accountants
Chartered accountants and business advisors
On this page
Who it’s for
Founders
People raising money for a new business.
Investors
People considering putting money into a startup.
Business owners
Owners thinking about investing business profits in a new venture.
What’s included
Business review
Looking at the business plan, financials and structure.
Tax side
How the investment or raising may be taxed.
Risk and return
Talking through the risks against your goals.
Referral for advice
Where you need personal investment advice, a referral to a licensed adviser.
How it works
Conversation
You explain the opportunity and your goals.
Review
The business and tax side are reviewed.
Advice where needed
You are referred for licensed advice if required.
Good to know
Investment advice is regulated
Personal advice about investing in financial products must come from a licensed financial adviser, such as Wealth Mantra’s.
High risk
Most startups carry a high risk of losing the money invested.
Questions
Can’t find your answer? Ask us and we’ll pass your question to the right business.
Insights
Guides from the group’s specialists
Advisory & CFO
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Next step
Ready to talk aboutStartup investments?
Tell us a little about your situation and we’ll pass it to the Business Mantra Accountants team.
