Lunation Partners · Sydney
We build the machine behind the business.
From one automation to the whole operating system. Do a little, or do the lot.
- 01 Mess
- 02 Build
- 03 Run
- 04 Automate
- 05 Built
The way most firms run.
Illustrative ·
Two front doors. One firm.
Door 01 · Advice firms and family offices
Advice firms and family offices
Platform transitions, the operating system underneath, and the automation that gives your people their week back.
Platform Transition · Operating System · Automation Sprint
Enter
Door 02 · Fund managers and capital raisers
Boutique fund managers and capital raisers
Raise readiness, a distribution engine that keeps working after the raise, and the investor CRM underneath it.
Raise Ready · Distribution Engine · Operating System
Enter
You've outgrown the way the work gets done.
We signed the new platform. Nobody's run the migration.
Advice firm · Platform signed, migration stalled
The raise is the job. So is everything else.
Boutique manager · Raising while running the fund
Everything that matters lives in someone's inbox.
Both doors · The system is a person
Why the usual fixes stall.
Consultant
Sound advice.
A deck, not a working system. Someone still has to build it.
Platform vendor
Good software.
Only as good as the migration and the person running it.
New hire
Someone of your own.
Six months to find, and no one person does all of it.
Forward-deployed. We work inside the business, not beside it.
Diagnose, then Design, then Build, then Hand over.How we work
Illustrative · Advice firms
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Migration runbook — Platform Transition
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Client data reconciliation — Platform Transition
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Adviser dashboard — Operating System
Illustrative · Fund managers
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Investor CRM — Raise Ready
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Data-room index — Raise Ready
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Investor reporting pack — Distribution Engine
Who you'll work with
Jeremy Ellis (JJ)
Co-founder · Leads the fund-manager door
Two decades in Australian wealth and wholesale distribution: AMP, Schroders and HUB24, with time at Salesforce and MYOB that turned a distribution career into a systems one. At Allcap Securities he designed and built the investor portal, data room, CRM and offer platforms behind its wholesale raises.
Derryck Lo
Co-founder · Leads the advice-firm door
Fifteen years inside the operating core of Australian wealth and funds: operations at Macquarie, fund administration oversight at State Street, then eight years at Integrated Portfolio Solutions (now DASH), running client transitions, performance reporting and platform relationships for wealth managers and family offices.
Start with a two-week Diagnostic.
A fixed fee, credited against a build if you go ahead within 30 days. Either way you leave with a readout you can act on, with or without us.
- Fixed fee
- Credited against a build within 30 days
We take one Diagnostic a fortnight.