Investors can swap their shares in an underperforming private investment for an equivalent stake in the Daxia fund at today's fair value. This transaction constitutes an otherwise often unavailable exit while offering diversification and potentially crystallising losses for tax purposes.*
* Risk summaryWe've designed our suite of products to help investors and founders take positive action on underperforming assets and plan for the future.
Our goal is to create a large and vibrant community of founders and investors aligned around a common goal, to deal with illiquid underperforming investments in a way that is a genuine “win/win” - in so doing create a truly diversified fund and recycle potentially hundreds of millions of £s of locked in capital to investors which could lead to many new investments
Your New planD: Exchange Your Underperforming Shares
Daxia is a unique fund focused on acquiring stakes on a share exchange basis (no cash) in underperforming companies, providing investors an exit via diversification™ and exposure to a varied portfolio that has improved chances of a better performance in the future.
Our platform delivers a seamless process for founders from due diligence and fair market valuation to offering the transaction to investors who self-serve until the exchange is completed. All the corresponding documents can then be accessed via the planD platform to which all involved parties gain free access.
Founders can use the fund to propose an exit to disaffected shareholders, thereby rationalising their cap table while also gaining a supportive investor - Daxia. planD supports and partners with founders in their ventures; sharing our network, knowledge and technology during the ups and downs of the founder journey.
In the medium to long term, investment theories suggest the fund performance should outperform the original exited asset’s.
A Platform Built For You
Our clients use our platform to network with other sophisticated investors to discover their next opportunity.
Investor-Focused
A supportive community
of investors and founders working towards mutually beneficial goals.
Expert Advice
We’ll help map the way
forward for founders, including growth planning, M&A or business close-out strategies.
Private Investment Management
Upload your investments and keep track of your finances with personalised dashboards.
Share Exchange Calculator
See how we bring new value to your underperforming assets using a share exchange to the Daxia Diversified Fund.
This calculator is for illustrative purposes only and does not replace or constitute professional financial advice. This information should not be construed as an offer to buy or sell any product. Tax relief depends on each investor’s personal circumstances and may be subject to future change. In addition, the availability of tax relief depends on the company invested in maintaining its qualifying status.
Pricing
We've kept our prices competitive and transparent, we charge a simple Introducer Fee which is 1.5% of the gross equity exchange value when we connect investors to the Daxia fund.
Risks
Whilst your investment into the Daxia Fund will not be for a cash consideration, but be a share for share exchange, this is still considered by the FCA to be a high risk investment and thus you should be aware of the risks associated with high risk investments in unquoted companies. A summary of the main risks can be found here.
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Contact the PlanD team and get the
best future for your impaired assets.