Founders & Innovators
Liquidity for builders. Discipline for volatility. Access capital against eligible portfolios—without forced selling—supported by conservative controls and reporting that stays intelligible when markets move. Volans is built for wholesale founders and innovators whose wealth is often concentrated, market-linked, and event-driven—where timing and optionality matter.
Built for Founder Reality. Founder wealth rarely sits neatly in cash. It is often held in listed equities—frequently on the ASX and other major global exchanges—alongside long-term portfolios and family structures.
Liquidity needs, however, arrive on their own schedule: tax, property, diversification, philanthropy, investment opportunities, and the realities of building a company. Volans is designed to support this world with portfolio-secured credit against eligible securities, under a conservative framework intended to reduce forced decisions during volatility.
What We Enable
Optionality without unnecessary disruption
Access liquidity for personal or strategic needs without routinely unwinding long-term holdings at the wrong time.
Speed, with guardrails
Move decisively when opportunities appear—within transparent parameters and ongoing oversight.
Clarity under uncertainty
Rules, monitoring, and reporting designed to remain intelligible—particularly when wealth is concentrated and markets move quickly.
Where Founders Use Volans Most
Tax and timing management — meet obligations without forcing asset sales into volatility
Property and major commitments — fund deposits, bridging or upgrades without disrupting allocation
Diversification planning — manage liquidity while reducing concentration over time
Opportunity capital — act on strategic investments, acquisitions, or co-investments when timing matters
Resilience buffers — establish liquidity headroom to reduce pressure during business cycles
Transition periods — manage liquidity around exits, earn-outs, lock-ups, or step-changes in income
Founder Equity and Concentration
Founder balance sheets can involve meaningful exposure to a single issuer or sector. Volans is built with disciplined parameters intended to manage concentration risk—through eligibility rules, limits, monitoring, and transparent reporting—so liquidity can be accessed within a framework designed to remain robust through volatility.
Eligibility and facility capacity depend on the specific securities, liquidity, and concentration profile. Not all securities are eligible, and concentration limits may apply.
Conservative by Design
Leverage can amplify outcomes—good and bad. Volans is conservative by design so liquidity supports endurance rather than creating fragility.
Our approach typically includes:
defined eligibility and concentration parameters
ongoing monitoring and reporting
prudent buffers and conservative limits
clear processes for adverse moves (including remedial actions and margin call mechanics)
Objective: fewer surprises, clearer decisions, stronger resilience.
How It Works
Eligibility
Volans is available to Wholesale Clients and other eligible investor categories under Australian law.
Portfolio review
We assess your portfolio against eligibility and risk parameters to establish prudent borrowing capacity.
Facility design
Limits, monitoring settings, and reporting outputs are aligned to your liquidity needs and governance preferences.
Access capital
Draw funds as required (subject to facility terms), supporting planned needs and opportunistic moments.
Ongoing oversight
Monitoring continues as markets move and portfolios evolve—maintaining discipline through change.
Built to Work With Your Team
Many founders engage with Volans alongside their adviser, accountant, lawyer, CFO, or family office. Volans is designed to complement the ecosystem around you—keeping the credit experience clean and intelligible while you retain control of strategy and decision-making.
FAQs
Is this a replacement for venture debt or corporate lending?
No. Volans is portfolio-secured credit against eligible securities. It is designed for personal or investment liquidity planning alongside your broader capital strategy.
Do I need to sell assets to access liquidity?
Typically, no—subject to eligibility and facility terms. Portfolio-secured credit is designed to access liquidity without unwinding positions.
What happens in a market drawdown?
Borrowing capacity can reduce, and remedial actions (including asset sales) may be required. Volans’ framework is designed to make limits and monitoring transparent.
Is this available to retail investors?
No. Volans is available to wholesale/private wealth segments and other eligible investor categories only.
Builders need optionality. Not complexity. Volans helps founders and innovators access liquidity with institutional discipline—so timing stays on your side and the long view stays intact.
Volans’ services are available to Wholesale Clients and other eligible investor categories only. Credit is subject to approval, terms and conditions, and ongoing risk requirements. Portfolio-secured lending involves risk and may result in loss, including the need to sell assets to meet obligations.