Overview

The Wunala Capital Emerging Opportunities Fund (the ‘Fund’) backs high-growth private and public companies in Australia, the USA and internationally. Our investment strategy has delivered a strong compounding return to investors since inception. We typically invest across growth, late-stage/pre-IPO and listed stages.

We pursue capital growth for our investors, and believe we can generate alpha by finding companies poised to benefit from change and disruption. We are particularly interested in founders and leaders working on solutions to big problems in the following areas:

• Electronic payments & financial services

• Data, analytics and AI/ML

• Enterprise and B2B SaaS

• Decarbonisation and digital infrastructure

Key highlights of the Fund:

• Target long-term return of 20% IRR (pre-tax, post fees) to investors through actively managing a portfolio of up to 25 positions

• Focus on finding and investing in high-growth companies with proven product-market fit, with our capital being used to accelerate growth and drive value

• We are set up as an open-ended crossover fund which gives us the flexibility and patience to allocate capital across private and public strategies to wherever it generates superior risk-adjusted returns

• We aim to strike a balance by structuring our private investments in a way that reduces downside risk yet maintains upside risk (for our investors as well as founders)

Fund Documents

strong returns

• We are targeting a 20% IRR (pre-tax, post fees)

• We typically structure our investments to reduce downside risks yet retain significant upside

• We reserve follow-on funding for our most promising investments

lower risk

• A portion of our portfolio is convertible notes and structured equity, which are usually first in line to be paid (ahead of any other equity) should anything go wrong

• We book far less volatility than typical listed equity strategies

better deal flow

• We generate early conversations with attractive investment opportunities and can better understand them by being on the ground where they operate

more optionality

• We offer co-investment opportunities that are usually hard for most people to access