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Invest in Repositax

A Community of Tax Firms & their Clients



of a $300,000 goal
 $10M  $7.5M valuation cap Future Equity
Early Bird Bonus: The first $280K of investments will be in a SAFE with a $7.5M valuation cap
$250, $500, $1K, $10K, $50K
Principal, Robbins Gupta Holdings
Ajay Gupta is a Founding Principal of Robbins Gupta Holdings (RGH) RGH is the exclusive family office for Tony Robbins and Ajay Gupta. Ajay and his team at RGH evaluate and invest in unique alternative investments across various asset classes with a focus on Private Equity, Private Credit, Private Real Estate and Venture Capital (FinTech and Healthcare). Prior to RGH, Ajay was the founder of two wealth management firms that were both acquired by Creative Planning, which has been named as the #1 Independent Wealth Management Firm in America. He was also the Chief Investment Strategist at Creative Planning until his retirement as an investment advisor in 2020. MY INVESTMENT
“I invested in Repositax because we have repeatedly lived the inefficiencies of the Tax Firm/Client relationship over many years. In addition, Michael’s decades of experience in starting, running and selling businesses are directly relevant for the success of Repositax. He has counseled us through countless business scenarios from startup through to the subsequent exits. This first-hand experience in his abilities, along with his relevant experience and the vision for Repositax, were sufficient for me to become an investor.”


Founder has 35+ yrs of startup and domain expertise, in Tax Firms and as a Client, raised $2 million
80% of Tax Firms only use 1) Email, 2) Texts and 3) Client Portals to communicate & share data
For these Tax Firms, Repositax is their Client facing 'tech stack', w/o migrations or integrations
75% of Tax Firm owners are retiring in the next 15 years (eg, significant turnover & transactions)
Product-Market fit established with 6 Customers and their 3,000 Clients (Customer Pipeline = 200+)
Distribution agreements with Bookkeeping Firms to create Client accounts and invite their Tax Firms
Additional revenue can be made from Clients for using the non-tax related features
Additional revenue can be made from Tax Firms in a Marketplace to buy/sell tax practices on platform

Our Team

"I have lived this pain for over 30 years, and commiserated with hundreds of business owners and individuals stuck in the same repetitive situation."