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.
For Founders
Our strategies help to rationalise your investor portfolio, reduce pressure and refocus your business with new ideas, stakeholders and strategies.
The Ups And Downs Of The Entrepreneur
Founding a business is an exciting and rewarding experience, but it can also be isolating and highly stressful, irrespective of whether things are progressing as planned or not.
Against The Odds
Research shows that 80% of small businesses fail to achieve their planned goals. So what if you're not meeting your initial projections? Maybe you now have to manage early-stage investors who want to exit.
How planD Helps Founders…
Cap Table Consolidation
Offer the opportunity for want-away investors to crystallise their exit. These investors could then be consolidated into
a single-cap table line item.
A Growing Network
A network of HNWI Daxia™ investors interested in the success of companies in the fund, including yours.
A Tech-Based Solution
An automated, efficient workflow that moves disaffected investors to an experienced institutional investor.
Gain a Supportive Investor
You can move forward with planD's advice and support as an active investor in your cap table.
When Investors Want Out
(Or You Want Them Out)
What are the symptoms of investor dissatisfaction?
Look for the following signs. Then it's time to act:
Look for the following signs. Then it's time to act:
Investors do not offer valuable advice, connections, or resources that will promote business growth.
Potential partners or customers pick up negative signals from investor networks.
Disengaged investors slow down essential decision-making.
An overfull cap table is acting as a red flag to additional investment.
Investors block additional capital infusions to avoid dilution of returns.
Making The Break
planD helps remove disaffected investors from your cap table by moving their shares to our diversified Daxia™ fund at today’s fair price.
Rationalise Your Cap Table
planD will enable the exchange of up to 24.99% of your cap table at the current market price for shares in the Daxia™ fund.
If a single investor seeks a deal, we can proactively offer the same deal to your other stakeholders up to the 24.99% threshold, and by rationalising your cap table, you can then seek further investments.
If a single investor seeks a deal, we can proactively offer the same deal to your other stakeholders up to the 24.99% threshold, and by rationalising your cap table, you can then seek further investments.
Business Gets Easier
When you part ways with unengaged investors, you can:
Rebuild with
a network
of supportive stakeholders.
More easily make decisions and implement strategies.
Simplify
day-to-day management.
Rationalise reporting processes.
Decrease administrative overheads.
Use your energy to focus on your business and the way forward.
Launch Your planD
For examples of how the planD strategies can help founders rationalise their investor network, click the link below.
Contact Us
Contact the PlanD team and get the
best future for your impaired assets.
How long does the Due Diligence process usually take?
Our Due Diligence process was designed to be easy and straightforward, once we have received the required information by the company we aim to have it finalised in approximately one week.
Are any public filings required for the transaction?
Secondary Transactios do not require a specific filing at companies house. Periodic filings such as Confirmation Statements may show transfers of shares, however all shares acquired are held via the fund’s nominee.
Do I have to pay something to planD?
For the current share exchange process, the founder does not need to pay any fees for planD.