Dynamic Planner acquires pre-seed investment from FPE Capital
Summary
The first institutional investment into Dynamic Planner, a top provider of software to the UK wealth management industry, has been made by FPE Capital LLP, a lower mid-market growth investor with a focus on software and services.This is the second investment from FPE Fund III, whose successful final close at a raised hard cap of \xa3185 million was announced in May. The FPE investment will support the present management team, enable Dynamic Planners growth, and speed up the execution of its ambitious goals in the UK and Europe.Dynamic Planner has been expanding quickly in recent years and now provides services to over 150 asset managers and nearly 40% of UK wealth advising firms, profiling over \xa3250 billion in assets through its SaaS platform.The company, which has its headquarters in Reading, United Kingdom, now has over 100 workers and is expected to surpass \xa310 million in annual recurring licence revenues this year. To make sure Dynamic Planner and its open API are the top end-to-end financial planning system for a hybrid world, a number of upgrades have been introduced during the past year.FPE Capital has a proven track record of supporting SaaS companies that have a focus on high-quality, market-leading products and vibrant, customer-focused cultures. FPE was advised on the transaction by DC Advisory (Buyside), Stephenson Harwood (Legal), CIL (Commercial), Intechnica (IT Diligence), Grant Thornton (Financial), Tax Advisory Partnership (Tax) and Continuum (Management).Deloitte acted as an exclusive financial advisor to the shareholders of Dynamic Planner. Learn how to raise funds here: Yes I want to raise funds.If you are an emerging startup and are looking for investors to raise funds, StartupLanes has its own angel network and investment banking services and is connected to angel investors and VCs in 15 countries that ensure that our member startups have easy access to external funds to scale up constantly.You can subscribe to our news posts by entering your email in the box on the right side of this page.Check out our YouTube channel for insightful content from the Indian startup ecosystem.Or join our Whatsapp group to interact with other founders: Yes, I want to join the Whatsapp group.The right investment is key to beating inflation and growing your wealth.
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