o1 • About
01
Capital is more valuable
when it travels with experience.
Planit Capital is an active investment and capital firm. We invest our own capital, advise founders and management teams, and selectively facilitate debt and growth financing for companies we believe in.
We grew out of 20+ years of operating, building, and scaling consumer and manufacturing businesses in the U.S. and Asia — and a long-standing reputation for execution across product development, supply chain, and go-to-market strategy. Today we put that experience to work as investors, advisors, and partners to the founders we back.
Across every venture — capital, consumer, healthcare, community — we lead with integrity, operational depth, and a founder-first mindset.
o2 • what we do
02
Three ways we engage —
aligned, hands-on, selective.
Pillar I
We Invest
We deploy our own capital — typically $100K–$1M+ — into companies with revenue, momentum, and a clear path to grow. We’re hands-on by design: sourcing, supply chain, pricing strategy, margin optimization, contract negotiation, and board-level guidance.
If you want a check and silence, we’re not your fit. If you want a partner who has built and exited companies in your category, we should talk.
Pillar II
We Facilitate Capital
For larger needs — a sweet spot of $5M–$50M+, with full flexibility from $100K trade-finance lines to $50M+ asset-based facilities — we work alongside established private credit partners to structure financing that fits the business.
Engagements are non-exclusive. We’re compensated only when a transaction closes. Your incentives and ours stay aligned.
Pillar III
We Build Scale
Capital alone rarely wins. Through long-standing partnerships in Asia and a 20+ year operating heritage, we offer portfolio companies real manufacturing, sourcing, packaging, retail placement, and go-to-market execution across DTC, retail, and digital.
During COVID-19, we leveraged that infrastructure to deliver tens of millions of units of PPE and medical supplies — FDA medical masks, gloves, devices, and U.S.-made hand sanitizer — to major hospital systems and state agencies nationwide. The infrastructure is real, in place, and available to the companies we back.
o3 • sectors
03
Where we invest,
advise, and facilitate.
Consumer Products & CPG • Healthcare & Behavioral Health • Technology & B2C Platforms • Real Estate • Logistics & Trade • Finance • Energy • Construction • Film, Broadway & Entertainment • Specialty Finance
o4 • Track Record
04
Recent highlights.
Real outcomes.
Investments & Advisory
Active investor and senior advisor partnering with exceptional operators across healthcare, consumer products, and specialty finance — investing personal capital, facilitating funding, and helping drive structure, scale, and execution.
Behavioral health
Backed and advised a multi-state behavioral health platform that expanded rapidly through acquisition and organic growth — now positioned for a major strategic transaction. Senior Advisor & Board
consumer products
Co-created a social-media-first brand that reached millions of units sold across national retailers during its initial rollout — and continues to grow with sustained national retail presence, helping define what we’ve called the “ever-trend” product category.
Category Creation
Launched a new “play candy” segment — from concept to 2,000-store rollout in under one year.
Structured finance
Led diverse financings across equipment, construction, real estate, and auto sectors.
Medtech
Invested in and advised early-stage medical device ventures with strong IP and clear commercialization pathways.
Capital Facilitated
A representative sample of debt, working capital, and real estate financings facilitated alongside trusted private credit partners.
$30M+
Real estate financings — hospitality, residential, and land development across the U.S. and Mexico
$10M+
Invoice factoring — NYC construction services
$6M+
Working capital and trade finance — staffing, consumer products, and film production
$5M+
Structured financings across equipment, construction, and specialty sectors
$1.2M+
Working capital — medical diagnostics center
$1M+
Purchase-order financing — consumer products
$500K+
Invoice factoring — TV/film production
$250K+
Invoice factoring — fashion start-up
Note on real estate transactions: Planit Capital acted in advisory and introduction roles in connection with these transactions — sourcing, structuring, and connecting principals — and was not the direct lender or capital provider.
o5 • Methodology
05
People first.
Then product.
As an active investor, we partner with companies where we can be hands-on — supporting founders with investment capital, structure, supply chain, go-to-market strategy, and selectively facilitating complementary debt or growth financing.
Our success isn’t built on saying “yes.” It’s built on execution, alignment, and knowing when to say “no” — responding quickly, saving everyone time, and protecting the integrity of every introduction we make.
o6 • Team
06
Operators, investors,
strategic partners.
Michael Planit
founder • active investor • strategic advisor • board member
Michael Planit is an active investor, advisor, and board member with 20+ years building, funding, and scaling companies across consumer, healthcare, technology, real estate, and specialty finance. As an active investor, he typically deploys $100K–$1M+ of personal capital into companies where he can be hands-on — supporting founders with structuring, operations, supply chain, and strategic growth. Across his career, he has been directly involved in launching more than a dozen direct-to-consumer products contributing to over $500M in cumulative retail sales, and has structured or facilitated over $150M in growth financing. A lifelong New Yorker, father of three, and committed philanthropist, he brings a founder-first mindset to every venture he supports. Founder of Planit EI. Author of Operators Are Standing By (McGraw-Hill, 2007). Adjunct Professor, NYU. BS, Finance & Marketing, Northeastern University.
Jeff Zhang
Partner
Global sourcing & Logistics
Jeff leads Planit Capital’s global sourcing, manufacturing, and logistics infrastructure. With 20+ years across cross-border manufacturing and supply chain strategy, Jeff is the trusted production partner across Planit ventures — with direct, on-the-ground relationships throughout Asia.
William “Bill” Hobbs
Senior Advisor
Strategic partner
Bill Hobbs is an operator, investor, and commercial strategist known for helping companies unlock growth and architect high-value outcomes. Co-Founder and Partner at Vector and Co-Founder & Chairman of Epiphany Collective, he works directly with leadership teams across enterprise technology, media, sports, and infrastructure to drive revenue expansion, strategic positioning, and deal creation. Bill has helped scale multiple SaaS and technology businesses through critical growth phases, contributing to successful exits including a unicorn outcome, with deep relationships across the sports and entertainment ecosystem. As a Senior Advisor to Planit Capital, he partners with Michael on select opportunities where domain expertise, commercial strategy, and ecosystem access are essential to executing and maximizing transaction value. Bestselling author of The WORK Book Series; contributor to Forbes, Inc., and Entrepreneur.
Grant Johnson
Investment Advisor
Grant brings a wealth of capital markets experience and an extensive career at firms including 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.
Charlene Christopher
Retail Advisor
Strategic partner
Charlene is a retail expert with a proven background as a Buyer and Regional Merchandise Manager at Walgreens. She partners with suppliers and retailers to develop high-performing programs across general merchandise and confectionery — driving sales growth, optimizing margins, and strengthening in-store execution. As a Strategic Advisor to Planit Capital, Charlene brings deep retail and category insight to portfolio companies navigating buyer relationships, shelf placement, and national retail expansion.
Ingo Grammel
Creative & Technical Director
Ingo leads creative direction and technical execution across Planit Capital’s brand, web, and digital presence. With deep expertise in marketing strategy, web design, and digital systems, he translates Planit’s voice into a consistent visual and technical identity — ensuring every touchpoint reflects the firm’s standards for clarity, restraint, and craft.
o7 • Contact
07
If you’re building something
that matters — let’s talk.
Grateful for the trust and execution.
Always open to aligned opportunities.