Instructions
On Web
Go to your Contributions page.
Select the private stock contribution you want to sell gradually or hold.
On the Details tab, click Recommend new plan.
Follow the prompts and click Submit.
On iOS
Open the Daffy app.
Go to Contributions.
Tap the private stock contribution you want to sell gradually or hold.
On the details page, tap Recommend new plan.
Follow the prompts and tap Submit.
Do I need a plan for each private stock contribution?
Yes. Each custom liquidation plan covers one private stock contribution. If you have more than one private stock contribution, recommend a plan for each of them. If a contribution has no recommendation, Daffy sells those shares as soon as possible.
When a liquidity event occurs, Daffy will review all liquidation recommendations a member has submitted. Sold shares are distributed across liquidation recommendations proportionally. We allocate to the first contribution (up to its liquidation recommendation), then move on to the next.
Note: Daffy considers member recommendations whenever possible, but Daffy keeps final authority over investment decisions. To learn when Daffy may be unable to follow a recommendation, see Can I recommend how the private shares are sold?