Investor · 3 deals
Melbourne, VIC
Every published round Josh Liberman Investment Group took part in, and every parcel of existing shares it bought off another holder. Deals we hold but haven't published yet are not counted.
| Company | Stage | Announced | Amount | Role | Alongside | Sources |
|---|---|---|---|---|---|---|
| Lumi | Unnamed stage | 20 Jul 2023 | $15m | Participant | Australian FinTech (Wed 14 Feb 2024), SmartCompany, Australian FinTech (Fri 21 Jul 2023), Startup Daily | |
| Lumi | Unnamed stage | 21 May 2019 | $8m | Lead | SmartCompany (Fri 21 Jul 2023), SmartCompany (Tue 21 May 2019), Australian FinTech, Follow[the]Seed portfolio | |
| Lumi | Series A | 15 Nov 2018 | $31.5m | Participant | Startup Daily (Thu 20 Jul 2023), SmartCompany (Tue 21 May 2019), Australian FinTech (Mon 20 May 2019), SmartCompany (Mon 15 Apr 2019), SmartCompany (Tue 19 Mar 2019), SmartCompany (Thu 15 Nov 2018), Australian FinTech (Thu 15 Nov 2018), Startup Daily (Tue 13 Nov 2018) |
Companies Josh Liberman Investment Group has backed in a published round, and companies whose existing shares it bought off another holder.
| Company | What it does | First invested | Rounds | Led |
|---|---|---|---|---|
| Lumi | 15 Nov 2018, Series A | 3 | 1 |
Fund closes reported for Josh Liberman Investment Group, as distinct from the investments it has made.
Companies Josh Liberman Investment Group has backed that another company then bought. An exit for the holding, not a deal Josh Liberman Investment Group did.
| Name | Role | Sources |
|---|---|---|
| Josh Liberman | Director | Australian FinTech |
Stories naming Josh Liberman Investment Group. Where several outlets covered the same round, they are bundled under whichever ran the fullest account.
Business lender Lumi has banked a $15 million injection, with Israel's Harel Insurance and Finance Group joining as a fresh backer alongside existing supporters; the firm's prior raise was $20 million in 2020.
Small-business lender Lumi is seeking fresh capital to nearly double headcount and expand, with its longstanding backer expected to reinvest, while a former bank executive joins its board.
SME lender Lumi says it plans a A$20 million equity raise to fund expansion, with existing backers expected to take part, and has appointed Steve Lambert to its board and risk committee chair.
SME lender Lumi has closed an $8 million equity round led by Josh Liberman Investment Group, and expects a lift when rival Prospa floats on the ASX.
Also SmartCompany·SmartCompany
Young business-lending startup Lumi has raised debt and equity funding, drawing its team from founder Yanir Yakutiel's previous venture, while the piece also covers regulation and rivals in the sector.
Business lender Lumi has launched after a Series A combining debt from Israel's Arbel Fund with equity from Josh Liberman Investment Group and Follow [The] Seed; founder Yanir Yakutiel previously led alternative lender Sail.
Also SmartCompany·Australian FinTech·SmartCompany·SmartCompany·SmartCompany·Startup Daily·Australian FinTech