Exit / M&A
DASH announces new CEO
Wealth platform DASH has appointed ex-Betashares executive Glenn Poynton as CEO. The piece also recalls DASH's 2025 purchase of Integrated Portfolio Solutions and its partnership with S64.
Chairman, DASH Technology Group · angel in 1 deal
Geoff Lloyd
Roles
| Role | Organisation | Sources |
|---|---|---|
| Chairman | Stake | Australian FinTech |
| CEO (former) | Perpetual | SmartCompany, Australian FinTech |
| CEO (former) | MLC Australia | Australian FinTech |
| Chair | FlareHR | Startup Daily |
| Chair (former) | Financial Services Council | Startup Daily, Australian FinTech |
| Chairman | DASH Technology Group | Australian FinTech, Startup Daily |
Disclosed deals
Every published round Geoff Lloyd 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 |
|---|---|---|---|---|---|---|
| Safewill | Series B | 28 Nov 2024 | $17m | Participant | Startup Daily, SmartCompany, King River Capital portfolio |
Portfolio
Companies Geoff Lloyd has backed in a published round, and companies whose existing shares it bought off another holder.
| Company | What it does | First invested | Rounds | Led |
|---|---|---|---|---|
| Safewill | Digital will platform | 28 Nov 2024, Series B | 1 | 0 |
Funds
Fund closes reported for Geoff Lloyd, as distinct from the investments it has made.
Portfolio companies acquired
Companies Geoff Lloyd has backed that another company then bought. An exit for the holding, not a deal Geoff Lloyd did.
Coverage
Stories naming Geoff Lloyd. Where several outlets covered the same round, they are bundled under whichever ran the fullest account.
11 deals
Eight Aussie startups that raised $80 million this week
Weekly funding roundup covering eight local companies that together banked $80m, topped by twin $17m Series Bs at Safewill and Fresho, plus Celosia's $16.75m Series A and five smaller rounds.
Also Startup Daily·Startup Daily·Startup Daily·Startup Daily·Startup Daily·Startup Daily·Startup Daily·LaunchVic
2 deals
Bailador takes lion’s share of $22 million raise for fintech Dash Technology
Sydney fintech Dash secured a $22 million round led by ASX-listed venture investor Bailador, which commits $15 million upfront plus $5 million early next year; two Bailador partners join Dash's board.
Key hire
Stake appoints Geoff Lloyd as Chairman as it doubles down on long term growth
Australian brokerage Stake names former Perpetual and MLC chief Geoff Lloyd as board chairman, citing his three decades of financial services leadership as the firm reports growth in assets and customers.