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A module of the digital founding companion for the United KingdomA planix founding-companion module

Find investors
who fit your round.

planix first makes you pitch-ready, then shows you up to 20 investors – each with a reason and a source.

First pitch-ready, then up to 20 matching investors.

Prepared: story, pitch and answers to investors’ questionsStory and pitch first
Sourced: up to 20 real investors, each with a reason and a sourceReal investors with sources
Fast: in hours instead of weeks in databasesIn hours instead of weeks

In Premiumfrom /month · investor list £65 one-offInvestor list £65 one-off No credit card

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

collumino.com

STARTUPS

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 the UK.

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

£65Find 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.

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 the UK.

What does it cost?

Convince investors is included in Premium, from per month. Find investors comes on top for £65 one-off.

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.

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Find investorswho fit your round.