Partners and Affiliations

I use planD strategically. Years I have gains that I need to offset, I use their Share Exchange to exit stale investments, creating the tax offset I need and still letting me partake in any upside that may unexpectedly happen. With planD for the first time ever, an early investor can plan when to take a loss, creating a more favourable tax structure and making startup investing just a little bit easier

I had an investment which was moribund – ex any likelihood of material growth but not actually failing. planD took the initiative, managed to get a deal going within days and I was delighted to take the exit via diversification they offered. My tax loss was recycled into a new investment revitalising my portfolio further. The process was quick and easy. I will definitely use their service again when the opportunity next  arises.

In the dynamic world of startup investments, liquidity is key – pD’s innovative approach has been a game-changer for me to take back control. Their tech-enabled solution facilitated a smooth transition of my underperforming assets into the Daxia Fund, providing me with an exit, diversification and unlocking loss relief.  They are a vital component in any unlisted investor’s armoury with a diversified portfolio.

I have used planD’s service both personally and through my Family Office to offset income and capital gains respectively. The process was straightforward and did not take long.

The process was efficient and easy to understand, I was able to use planD’s service for myself and my family in order to re-organise our portfolio and make use of the available tax relief. The team at planD were helpful and I have already recommended them to other investors and companies alike.

I really like planD’s quick workflow and professional process. I have used planD’s service on more than one occasion to exchange my shares in stagnant companies for shares in the diversified Daxia fund, also realising valuable tax relief in doing so.

The process was far quicker and slicker than I thought it would be. It was great to be able to facilitate disaffected investors transitioning off the cap table and Daxia have been a supportive investor post transaction.