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Distribution Technology (including Dynamic Planner) Secures Pre-Seed Investment from FPE Capital – UK Tech Investment News

FPE Capital LLP (“FPE”)software and services focused on the growth of the lower middle market
investor, announces that it has conducted the first institutional investment in Dynamic plannera
leading software provider in the UK wealth management industry.

This marks the second investment of FPE Fund III, whose final close was positive
announced in May with a maximum limit of 185 million pounds.

FPE’s investment will support the current management team and help accelerate the
the growth of Dynamic Planner and the delivery of its ambitious plans in the UK and Europe.

Dynamic Planner has grown rapidly in recent years and now serves nearly 40%.
UK wealth advisory firm and over 150 wealth managers, profiling over £ 250bn in assets through its
SaaS platform. Based in Reading, UK, the company has grown to over 100
employees and is on track to exceed £ 10 million in annual recurring licensing revenue this year. In
over the past 12 months it has rolled out a number of updates to ensure Dynamic Planner and his
open API is the leading end-to-end financial planning system for a hybrid world.

FPE Capital has a successful track record of supporting SaaS businesses with a focus
market leader, quality products and strong, customer-oriented cultures. The business is managed by
an experienced management team, led by Ben Goss as CEO, and the investment willingness of FPE
help accelerate growth by launching new products for the company’s core market.

David Barbour, Managing Partner of FPE, commented: “FPE is delighted to have completed
this investment in Dynamic Planner, our second from our recently closed FPE Fund III and
which follows our March investment in Egress, the data migration provider
services for a range of blue-chip public and private sector clients. The investment in
Dynamic Planner builds on our success in the business of software-focused products with a strong
positions in attractive end markets. Our investment goal is to provide high quality service
companies grow successfully and we are excited to partner with Ben Goss and his team
support their growth ambitions and capitalize on the strong winds in wealth
management sector as it adopts more and more digital tools and products “.

Ben Goss, CEO of Dynamic Planner added: “As a fast growing private company
we were looking for an investing partner to help us take the business to the next level in
UK and international. Our selection of FPE was not based solely on their track record
support software companies that scale successfully, but also their team that we feel
share our values.

From the very beginning FPE understood the value that Dynamic Planner brings to our clients and
sector as an independent provider of technology and asset risk modeling serving a
growing wealth management communities who trust and rely on us. They too
share our vision to solve the main challenges of our industry through technologies such as
digitalization of processes, customer experience, sustainable investments for future generations e
omnichannel financial planning in a post-pandemic world.

This investment allows us to advance our industry for the better and as a management team
we look forward to sharing the benefits of this partnership with our customers and the team in the
months and years ahead “.

The FPE investment was led by Dan Walker, Llewellyn John and Harriet Hunt. FPE was
transaction advisory from DC Advisory (Buyside), Stephenson Harwood (Legal), CIL
(Commercial), Intechnica (IT Diligence), Grant Thornton (Financial), Tax Advisory
Partnership (Tax) and Continuum (Management).

Deloitte acted as the exclusive financial advisor to the shareholders of Dynamic Planner. Salesperson
due diligence services were provided to Dynamic Planner by Mazars LLP. Administration
the team was recommended by Moorcrofts LLP.

-END-

Notes to editors:
Media inquiries:
FPE capital
David Barbour
Managing partner
+44 (0) 203 912 8801

Notes to editors:
FPE capital
FPE is a growing private equity investor focused on software and services
sectors. It invests in low- to mid-range software and services based in the UK and Ireland
companies with advantaged business models that offer significant growth potential at large
structurally changing markets.
It is authorized and regulated by the Financial Conduct Authority. www.fpecapital.com

Dynamic planner
Dynamic Planner allows financial planning and consulting firms to match suitable people
portfolios through engaging financial planning. It’s a risk-based financial planning system –
combining intuitive financial planning technology with a reliable asset risk model. Founded in
2003, at the heart of Dynamic Planner is an independent asset risk model, with a duration of 15 years
track record to ensure the adequacy of the investment, using over 2,400 covariances
correlations to assess the risk of tens of thousands of investments and customer portfolios on a daily basis.
Dynamic Planner feeds the MSCI – Dynamic Planner indices and is used by asset leaders
managers to profile risk or target investments of over £ 250 billion. It is cloud based
the technology is optimized for mobile devices, secure and integrated with the industry’s leading CRMs e
platforms and providers. It is a flexible end-to-end system for all planning of a consulting firm
and fitness needs.

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Distribution Technology (including Dynamic Planner) Secures Pre-Seed Investment from FPE Capital – UK Tech Investment News

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