Julian So

Virtual CFO | Partner at Gilligan Sheppard | Company Director |

📍 Waikato, New Zealand🔄 Updated September 2026💼 6 investments📅 11 years investing🗓 Last invested Jan 2026𝕏 @upgrade_to_unlock
VC🌍 New ZealandInvested this year
6
Total investments
2
Early stage
1
Mid stage
0
Late stage
11y
Years active

Portfolio

4 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Observer
Feb 2021
At Kwotimation we understand that as a tradesperson, you spend a good deal of your valuable time writing up prices for potential customers. It can be a time-consuming, thankless and sometimes a frustrating and disappointing job. The process of pricing jobs can spill into your personal life, which can then bring undue pressures when it conflicts with other responsibilities. We are here to provide you with holistic benefits to your business and life. We do this because we have a great understanding and empathy for small trade businesses; we were actually born out of one – Josh owned and Jarome helped operate a tiling company when they created the prototype of the Online Pricing System. We know what difficulties you face and we want to give your business a competitive edge. The Online Pricing System takes your rates and creates a customised price that is specific to an enquirer’s job information. You will be able to price any enquiry for your service at any time of the day. Rest assured that with the Online Pricing System there is someone looking out for your business 24-7. By providing a mobile and web platform for customers to conveniently receive pricing, Kwotimation strives to enable contractors to use their time more effectively, whether that is for business or personal purposes. Our goal is to make it easy for contractors to generate leads, win more jobs and give their customers what they deserve.
Board Observer
Jul 2020
The world of filmmaking has changed forever. The revolution is in Moxion. As you shoot it, share it. As you capture it, edit it. On set, off set, or on the other side of the world. Moxion is immediate. Moxion changes everything.
Angel Investor
Nov 2016
Flying Kiwi Angels are active investors who bring know-how, connections and funding to NZ startups. Operating via a reverse sidecar model they can complete DD swiftly and will actively support successful applicants to raise all necessary funding by syndication with other angel groups or funds. Once fully funded they continue working with investee companies to ensure success. See also our newsletter fka.nz/news 🗞️
Start up Investor
Jun 2015
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Experience · 30 entries
All (30)
Investments (6)
Founder (3)
Board (4)
2026
Partner and Board Member
Jan 2026
There is a significant difference between our business Gilligan Sheppard and traditional accountancy practices. If that seems like an extravagant statement to you, good. We planned it that way. Conventional accounting practices struggle to solve the complex problems faced by the kind of people we work with—the curious, unorthodox, out-of-the-box thinkers, always open to alternative solutions. Traditional accountants may not mesh with people like you. We see beyond the numbers and data. We get people and ideas. You need a partner whose creative drive matches yours. We go beyond relentless form-filling and compliance, finding creative ways to solve your problems and help grow your business. We encourage a spirit of collaboration and innovation to produce workable solutions. We want to know your story, understand your business vision and how we can help you achieve it. We will not be a passive accounting partner; instead, we will challenge you, fight for and alongside you, and do whatever it takes to achieve better-than-expected outcomes. No one understands your business better than you, and for you, it is not just about making money. It is about expressing yourself, building great things and being proud of your innovations and successes. We love that. We believe in exploring diverse ways of doing things and love working with people who aren’t afraid to challenge the status quo.
2025
VCFO
Mar 2025
Kara Technologies is an award-winning high-tech start-up. We provide accessibility through sign language using digital humans.
VCFO
Mar 2025
New Zealands first end-to-end app for Vehicle Management Supercharge your vehicle management with BONNET! Download now for free and effortlessly connect with your preferred service center and dealership. Never miss a beat with timely reminders for WOF, COF, REGO, RUCs, Service, and Warranty due dates. Get in control today!
2024
VCFO
Nov 2024
Scroll Media represents the commercial opportunities for ad tech companies in Australia and New Zealand. We provide revenue streams for publishers and platforms across native, video and display advertising formats.
VCFO
Oct 2024
Fortis Caravans NZ is a premium caravan supplier specialising in TIG-Welded aluminium frame caravans. Our caravans are designed and built to travel anywhere, even off the grid, with a focus on quality and durability. With a family manufacturing history dating back to the 1970s, our Urban Caravans are the culmination of almost 50 years of passion, innovation, and technology. We pride ourselves on creating caravans that are specifically designed for the harshest conditions across New Zealand and Australia. Our attention to detail and commitment to quality means that our customers can rely on their Urban Caravan to withstand any adventure and provide a comfortable and luxurious experience no matter where their travels take them. We are passionate about our craft and our team of skilled craftsmen, engineers, and designers are committed to producing the finest caravans on the market.
Show all 30 entries ↓
Investment activity
2015–2026 · 6 investments
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