Planit Capital is focused on facilitating growth through capital funding by way of strategic partnering and qualified introductions.
Business Strategy
Planit Capital is focused on strategic partnering and introductions to facilitate growth through capital funding.
Capital Funding
Planit Strategy will assist in cash-out financing, asset and receivable funding, as well as provide access to debt/equity funding and operating capital.
Investments
Planit Capital has an extensive network of resources including investors, PE and VC firms, family offices and other investment firms with whom we work closely to secure a wide array of funding across multiple platforms, including real estate, construction, manufacturing and consumer products and services.
About Us
Core Competencies
Real Estate
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- Commercial and Investment Financing
– Bridge funding
– Debt Financing
– Asset Based Lending - Capital Stack
– Equity
– Preferred Equity
– Mezzanine
– Construction Loans - Off-Market Buy/Sell Transactions
- Commercial and Investment Financing
Business Strategy
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- Go-to-Market Strategies
- Business Development
- Strategic Partnering
- Licensing
- Contract Negotiation & Resolution
Investments
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- Growth Capital
- Venture Capital
– Consumer Products
– Consumer Services
– Consumer Technology
– B2B Platforms
Capital Funding
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- Accounts Receivable Financing
- Medical facility A/R Funding
- Purchase Order Funding
- Asset Based Lending (ABL)
- Working Capital Financing
- Lines of Credit
Our Methodolgy
We take a contact oriented and extremely targeted need-based approach to achieve successful execution. We only present to those potential partners that are a true fit to fulfill the financial goals and objectives for our clients.
It is our targeted and discreet approach that sets us apart and allows us to maximize value and close deals. Our success is not built on simply saying “yes”, it is built on pure execution and knowing when to say “No”, responding quickly, saving time and money.
Sampling of Successes
Investment Capital
Capital investment for an off-shore based, oil and gas Trade Finance platform. US and Africa.
Working capital investment in consumer products company. Licensed branded product, with national distribution into Walmart, Home Depot, CVS and more.
Completion and production funding provided for film production company with proven success in feature films.
Start-up capital for designer handbag company to design, manufacture and import handmade leather goods into the US for distribution within the luxury marketplace.
Venture capital provided for independent consumer products launched to market through infomercial and national retail distribution. Successful placement in Target Stores, Walmart, Menards, Walgreen’s, and more.
Growth capital for a B2C on-line technology portal. Providing a consolidation of nationally-branded service offerings within one unique platform.
Real Estate Transactions*
$500k secondary funding for investment condominium for foreign national.
$2.5 million for secondary financing on residential investment property.
$7 million off-market transaction on residential townhouse, NYC
$9.5 million residential investment portfolio in southeast US.
$12 million in financing for residential land development acquisition.
$15 million off-market hotel acquisition. Resort area
$20 million+ in secondary financing for luxury condominium project, Miami.
$30 million restructure on resort property, Mexico.
*PC acted in advisory role, providing introductions to facilitate pending and closed transactions.
Capital & A/R Funding
$50k working capital loan for security company.
$100k working capital loan for consumer product company.
$250k Invoice Factoring for fashion company start-up.
$500k Invoice Factoring for TV/Film Production company.
$1.2 million for medical diagnostics center.
$1 million PO financing for consumer products company.
$4.0+ million financing for film production company, against distribution contract
$6 million line for temporary employee service company.
$10 million in Invoice Factoring for NYC construction company.
Team
Principal
Michael Planit
Michael is a senior-level executive and seasoned entrepreneur with over 20 years of business development and marketing experience. He conceived, built, and sold successful businesses in the consumer product & manufacturing sectors. And, is also an investor and advisor to various businesses across several market sectors including, Consumer Products, Services, and Technology. Michael has a solid record of success in identifying and capitalizing on market opportunities resulting in over $300 million in sales in the last several years. BS in Finance and Marketing, Northeastern University. Adjunct Professor NYU. Also, see www.planitstrategy.com
Director, Business Development
Stephan Garcia
Stephan adds 15 years of experience as an operations manager with a background in banking and finance at JPMorgan Chase and Thomson Reuters. Has led and consults, for both startups and SMB's, on Capital Funding, Project Management, Digital Strategy & Development, Marketing and Retail Ecommerce. His broad knowledge base is leveraged to serve clients seeking solutions for growth. His focus is capital sourcing, strategy execution and operations at Planit Capital.
Strategic Capital Advisor
Grant Johnson
Grant brings a wealth of capital markets experience and has an extensive career at such firms as Montgomery Securities and Benevolent Capital. He is currently a licensed investment banker at Source Capital and holds his Series 7, 24, 63 and 79. He is also a licensed real estate professional with an emphasis on real estate banking and finance.
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