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The right investors.
With reasons.

Well prepared: story, pitch and answers to investor questionsStory and pitch first
Real investors, not an AI list: up to 20, each with a reason and sourceReal investors with source
In hours, not weeks: no weeks of research in databasesIn hours, not weeks

In Premiumfrom CHF 24/month · investor list CHF 79 one-timeInvestor list CHF 79 one-time

4.9/5 600+ founders trust planix600+ founders

Your data stays confidential · servers in Switzerland · no AI training

Dein Investor-Readiness-Bericht · Nina Caflisch

2Investor Readiness

6 von 8 Bereichen sind bereit. Der Stand je Bereich folgt aus festen Regeln und deinen Angaben.


Investorensicht	bereit – Ausstieg durch Verkauf geplant, Software sehr gut skalierbar.
Problem und Lösung	bereit – Problem und Zielkunde klar, 23 Betriebe zahlen bereits.
Markt und Timing	bereit – Marktpotenzial liegt über dem Zehnfachen des Kapitalbedarfs.
Geschäftsmodell und Kennzahlen	teilweise – Preis pro Betrieb steht, die Kosten für einen neuen Kunden sind noch nicht gemessen.
Traction und Beweise	bereit – 23 zahlende Betriebe, Umsatz wächst 5 bis 10 % pro Monat.
Team	bereit – Technik, Vertrieb und Gastronomie im Team, zwei Personen arbeiten Vollzeit.
Finanzen und Kapitalbedarf	teilweise – Finanzplan vorhanden, das Geld reicht heute 6 bis 12 Monate.
Roadmap und Mittelverwendung	bereit – Mittelverwendung und drei Ziele bis zur nächsten Runde stehen fest.

Dein Fundraising-Plan · Nina Caflisch

Example · Chur

1Auf einen Blick

Turnalo plant eine Seed-Runde über CHF 600’000 mit einem Wandeldarlehen (Darlehen mit späterer Umwandlung in Firmenanteile).

Stufe	Seed
Rundengrösse	CHF 600’000
Instrument	Wandeldarlehen
Investoren	18 gefunden, davon 4 Lead-Kandidaten
Readiness	3 von 7 Schritten bereit

Lead candidates

Sesselbahn CapitalVC-Fonds · Chur100
Talwerk VenturesVC-Fonds · Zürich80
Gletschergrat CapitalVC-Fonds · Zug80

PDFFundraising planXLSTrackerDOCTemplates

Backed by leading start-up experts and partners

ConsultingNetworkSwitzerland.

swissstartupassociation+

SWISS DESIGN
& ENGINEERING

collumino.com

STARTUPS

EXPERTSuisse

4localCH

Buchhaltungs AG

What you get

Ready for the meeting. With the right investors.

No database to search – a reasoned selection for your round.

Prepared

Get ready first.

Readiness in 8 areas, investment story and pitch.

Readiness, story and pitch.

Reasoned

Every investor with a reason.

Match score up to 100 from industry, thesis, home market, lead and instrument.

Match score with reason.

Verified

Only active investors.

Every organisation with a documented investment in the last 24 months.

Investment in 24 months documented.

Ready

Everything for outreach.

Fundraising tracker in Excel, one-pager and four messages to adapt.

Tracker, one-pager, messages.

How it runs

From story to shortlist.

First you get ready, then you find the right investors.

From your input to matching investors

1
Readiness
Where you stand in 8 areas – ready, partial or gap.
8 areas, clear status.
2
Story
Investment story in 7 building blocks, pitch in 30 seconds and 2 minutes.
Story and pitch.
3
Round
Stage, round size and instrument by fixed rules.
Stage, size, instrument.
4
Investors
Up to 20 matching investors with match score and lead candidates.
Up to 20, with score.
5
Outreach
Order, messages, data room and the five term sheet clauses.
Messages and data room.

planix does not broker, does not make contact and charges no fee.

The match score

Why this investor? It says so.

How it works

Five criteria, 100 points in total. Tickets that don’t fit are filtered out first.

Origin: Public sources, every organisation with a documented investment in the last 24 months. Up to 20 investors; if there are fewer than 10, planix adds angel networks from Switzerland.

The offer

Convince first. Then find with focus.

Convince investors is included in Premium. Add the investor list when your round is coming up.

PremiumConvince investorsGet ready

See where you stand for investors, and get your investment story, pitch, and answers to their questions – as preparation for seeking investors.

Readiness in 8 areas
Investment story in 7 building blocks
Pitch and 10 investor questions

Your investment story
Your investor readiness report

In PremiumStart now

One-offFind investorsFind investors

List of matching investors with reasoning, fundraising plan and materials for the outreach.

Match score and lead candidates
Round, instrument and term sheet
Tracker, one-pager and messages

Fundraising tracker
One-pager and messages
Your fundraising plan

CHF 79Find investors

Compare packages

Clear limits

Honest, not promised.

1
planix does not broker. No contact with investors on your behalf, no fee on your round.
No brokering. No contact, no fee.
2
No valuation. planix does not estimate a company value. You enter it yourself in the tracker.
No valuation. You enter the value.
3
No promise of success. General information, no investment, legal or tax advice.
No promise. No investment or legal advice.

Voices

How others prepared their round

Laura B.Founder, HealthTech · Zurich

«The readiness showed me that my financials didn’t hold up yet. Two weeks later I was ready.»

Seed round launched

Jonas K.Founder, SaaS · Munich

«Instead of writing to 300 funds, I had 14 with reasons. Three of them lead rounds.»

3 lead candidates contacted

Sarah M.Founder, climate tech · Vienna

«The ten investor questions came up almost word for word in the first meeting. I was prepared.»

Second meeting arranged

David R.Founder, marketplace · Basel

«Convertible loan or equity – finally a clear answer as to why.»

Convertible loan chosen

Nina H.Founder, EdTech · Hamburg

«The tracker in Excel is my daily tool. Every investor, every status, in one place.»

Pipeline with 18 investors

Marco T.Founder, FoodTech · Lugano

«I didn’t understand the term sheet clauses before. Now I know what to look out for.»

Term sheet negotiated

Included in Premium. Convince investors comes with the subscription from CHF 24 per month. The investor list costs CHF 79 one-time.

See pricing

FAQ

Frequently asked questions

Does planix broker investors for me?

No. planix names matching investors with reasons. You approach them yourself – with tracker and templates. No contact, no fee.

Where do the investors come from?

From a verified table of public sources – each with a documented investment in the last 24 months. Nothing from an AI’s memory.

How many investors do I get?

Up to 20. If there are fewer than 10, planix adds angel networks from Switzerland.

What does it cost?

Convince investors is included in Premium, from CHF 24 per month. Find investors comes on top for CHF 79 one-time.

Does planix value my company?

No, only a sample calculation. You enter the valuation in the tracker, the cap table calculates the shares.

Ready for your round?
Get started now.

Investment story and pitch in Premium. The matching investors on top when you are ready.

Get started In Premium · from CHF 24/month

The right investors.With reasons.