Deep Dive on Secondaries with planD

​- Event restricted to Alma Angels -

​​We're running a session to dive into the world of secondaries and unlocking liquidity by optimising your portfolio with Charlotte Pearl, planD.

We'll cover:
- What secondaries are
- What to watch for
- Key terms
- Portfolio optimisation tips

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​A bit about Charlotte

Charlotte Pearl is an accomplished entrepreneur with a wealth of experience in navigating the entire founder journey—from securing investment to scaling and ultimately exiting a business with multi-million-pound annual sales. Her ventures have been backed by prominent stakeholders, including Nicola Horlick the former Director of Cath Kidston and Lulu Guiness. Today, as a Founding Shareholder and Business Development force behind planD, Charlotte focuses on innovative portfolio optimisation strategies that offer investors flexibility and liquidity in venture investing.

​In addition to her entrepreneurial work, Charlotte is a published author selected by the Poetry Society, with a focus on mental health. Her commitment to mental health advocacy complements her approach to business, highlighting the importance of emotional resilience in achieving entrepreneurial success.