planD

As 2024 draws to a close, 🎄we at planD an #EISA award-winning company, want to take a moment to reflect on an incredible year and express our gratitude to everyone who has been part of our journey. 🌟We’re very proud of what we’ve accomplished together with founders, investors, and intermediaries. Together, we’ve: ✨ Transacted nearly £30M of initial investment value: Giving investors the opportunity to recycle capital back into the venture ecosystem, helping to fuel the next generation of innovation. ✨ Supported Founders on Their Journey: Navigating the exciting yet bumpy path of entrepreneurship, growing a network of well-respected individuals working together. ✨ Streamlined Cap Tables: Enabling founders to secure a supportive, passive shareholder while helping misaligned investors optimise their portfolios. ✨ Enabled Investors to Exit Their Underperforming Investments: Helping them crystallise losses while, should they wish, remaining supportive of companies they still believe in. ✨ Created Diversified Investment Opportunities: Allowing investors to join a portfolio of companies that, at today’s fair valuations, represent exciting growth potential. 🌟As we look ahead to 2025, we’re excited to take this offering to even more founders and investors, expanding our reach and making an even greater impact on the venture ecosystem. 💡 If you’re an investor with capital locked into illiquid private investments aand would like to recycle it into new deals, let’s talk https://lnkd.in/eajNPdda 💡 If you’re a founder looking to recapitalise and/or clean up your cap table, we should talk https://lnkd.in/e4vCpuuW In the meantime, all of us at planD wish you a peaceful and happy festive season 🎄 #UKStartups #planD #ExitStrategy #entrepreneurship #secondaries #founders #InvestmentStrategy #investors #exitviadiversification™ #ShEx #venturecapital #innovation #lockedincapital #angelinvesting

💡 Investors, are you leaving money on the table? 1️⃣ Holding onto underperforming investments could mean missing opportunities to offset capital gains and reduce your tax bill - especially for (S)EIS investments. 2️⃣ Even assets you think have no value may offer financial advantages when strategically exchanged in the secondary market. 3️⃣ At planD, we help you unlock hidden value and optimise your portfolio with a unique exit via diversification™ product! Don’t let potential savings slip away, contact us to know more: https://lnkd.in/dz5ex_wC! #PortfolioManagement #planD #Finance #ExitStrategy #Investments #Secondaries  #ExitViaDiversification™ #SecondaryMarkets #SmartInvesting

What if moving on from your underperforming investments wasn’t just the smart move—but the savvy investor’s move? As investors, we all have that portfolio company we believed would soar, but it just hasn’t taken off. It’s time to flip the script: ❌ Stop clinging to sunk costs. ✅ Start unlocking tax relief benefits, embracing diversification, and freeing up resources for higher-potential opportunities. At planD, we enable investors like you to: 💡 Reassess positions in underperforming startups. 💡 Leverage secondary market opportunities to diversify your portfolio. 💡 Explore share exchanges for tax-efficient exits, turning a potential loss into a strategic win. 🔄 Sometimes the best power move is letting go. By reassessing underperformers, you not only reduce your risk but also open the door to fresh investments that align with your goals! 💬 Curious about how planD makes this seamless and compliant? Let’s chat: https://lnkd.in/dGxKJBPr Remember: In the world of investing, knowing when to switch gears isn’t weakness—it’s wisdom.

How much data guides decision-making throughout a founder's or company's journey? As companies grow, investment decisions evolve from intuition to being highly data-driven. Challenges amplify during the growth and pre-exit stages, where optimising cap tables and providing win-win exits for investors and founders become critical. At planD, we simplify secondary market access and ensure compliance with standards like consumer duty, helping founders navigate these complex stages efficiently. This was one of the valuable lessons shared at "From Angels to Exits – How Entrepreneurs and Investors Should Think About Funding Stages," hosted by Entrepreneurship and Private Capital at London Business School a few weeks ago. Here’s a summary on how the role of data evolves across funding stages: 1️⃣ Early Stage (10% Data-Driven): At the beginning, data takes a back seat to vision and qualitative factors. Founders navigate market sizing, execution risks, and competitive landscapes with limited metrics to guide them. 2️⃣ Product-Market Fit (50% Data-Driven): With traction building, metrics like CAC (Customer Acquisition Cost), LTV (Lifetime Value), and financial projections become essential. These insights enable scaling and resource optimisation. 3️⃣ Growth (75% Data-Driven): Scaling demands data-backed decisions around capital requirements, exit scenarios, and secondaries for early investors. Founders must balance growth ambition with detailed, metric-driven strategies. 4️⃣ Pre-Exit (95% Data-Driven): At this stage, nearly every decision relies on data. Exit scenarios, market dynamics, and capital market conditions take centre stage as teams prepare for smooth transitions into post-exit phases. 💡 Navigating these stages? planD is here to support you with smart exit alternatives and diversification, especially when things don't go according to plan! Learn more about our unique share exchange process here: https://lnkd.in/dGA_NVm4 #PortfolioManagement #planD #Finance #ExitStrategy #Investments #Secondaries  #ExitViaDiversification™  #ShEx  #Innovation #LockedinCapital #StartupInvesting #Startups #Entrepreneurship #StartupFunding #VC #VentureCapital #AngelInvestors #Fintech #EIS #SEIS #UKStartups #TaxRelief #LossRelief #UKBusiness #ScaleUp #UKEntrepreneurs #WealthManagement #SecondaryMarkets #PrivateEquity #ExitStrategy #CapitalRaising

📢 Key Insights from the Chancellor's Mansion House Speech Last week, the Chancellor and the BoE Governor outlined strategic initiatives to drive growth and competitiveness in UK financial services while navigating global challenges. Highlights include: 1️⃣ Rebuilding UK-EU Trade Relations: - Acknowledgement of Brexit's structural challenges. - Plans to reset relations with the EU, focusing on improving trade in goods and mutual recognition of qualifications. 2️⃣ Regulating for Growth: - Shift from "regulating for risk" to promoting growth while maintaining high standards. - Consultation on easing certification requirements for bank staff below senior management level. 3️⃣ Financial Services Growth Strategy: - Focus on five pillars: fintech, sustainable finance, asset management, insurance/reinsurance, and capital markets. - Introduction of digital gilts and a new framework for captive insurance companies. 4️⃣ Global Trade and Resilience: - Calls for free trade amid concerns over US trade policies. - Emphasis on leveraging financial services for growth in emerging technologies. 💡 Opportunities for Founders and Investors: These policy shifts aim to reduce barriers, foster innovation, and enable more efficient risk-taking in the financial ecosystem. 👉 At planD, we simplify the complexities of equity management and secondary market transactions, enabling founders and investors to keep making smart choices even when things are not going according to plan. Talk to us if you want to know more about our options here: https://lnkd.in/eXZfDy52 #PortfolioManagement #planD #Finance #ExitStrategy #Investments #Secondaries  #ExitViaDiversification™  #ShEx  #Innovation #LockedinCapital #StartupInvesting #Startups #Entrepreneurship #StartupFunding #VC #VentureCapital #AngelInvestors #Fintech #EIS #SEIS #UKStartups #TaxRelief #LossRelief #UKBusiness #ScaleUp #UKEntrepreneurs #WealthManagement #SecondaryMarkets #PrivateEquity #ExitStrategy #CapitalRaising

🌟 Key Insights from EISA's Recent Budget Impact Event 🌟 Last week, planD attended this insightful session hosted by Enterprise Investment Scheme Association (EISA), covering critical updates for the UK startup ecosystem. Here are the key takeaways: 📌 Tax & Technical Update – David Brookes, BDO ▶️ Capital Gains Tax Changes: From 30 October 2024, rates rise to 18%-24% for most assets, with business asset disposal relief increasing to 14%-18% by 2026. ▶️ Inheritance Tax Business Relief: Changes from April 2026 reduce exemptions over £1M to 50%, challenging valuations of illiquid shares. ▶️ Overall message: Positive outlook for companies despite adjustments; careful planning is key. 📌 Regulatory Update – Gillian Roche-Saunders, Adempi Associates LLP ▶️ Consumer Duty: Using the framework well creates opportunities, especially in analysing vulnerable consumers and tailoring flexibility. ▶️ Sustainability: Labels and disclosures are a focus, with implementation deadlines nearing (2 Dec). ▶️ UK Competitiveness: FCA simplifications aim to maintain the UK as a prime startup hub. 📌 PR 101 – Peter Evans, FieldHouse Associates ▶️ Breaking Through Media Clutter: With a fragmented media landscape, success hinges on: 1️⃣ Simplicity: Explain complex ideas in plain English. 2️⃣ Storytelling: Offer genuine insights and catchy narratives. 3️⃣ Engagement: Approach journalists as collaborators – provide value and know your audience. These updates reinforce the dynamic landscape for startups and investors in the UK. Grateful to the speakers and EISA for hosting such an impactful event! See how planD can help you diversify your underperforming investments here: https://lnkd.in/e2sQ4rFm #UKStartups #Entrepreneurship #BudgetUpdates #CapitalGainsTax #PRTips #planD #Secondaries  #ExitViaDiversification™

Busy week packed with exciting events here at planD ! Later tonight our founding shareholder Charlotte Pearl will be leading a Deep Dive Session on Secondaries for the Alma Angels community, explaining the opportunities investors have to optimise their portfolio and unlock liquidity. She will cover: 1️⃣ What are Secondaries 2️⃣ What to Watch For Next 3️⃣ Key Terms 4️⃣ Portfolio Optimisation Tips 📅 Today, 12th of November ⌚ 17:30 GMT This is an event exclusive to the Alma Angels community. Check more details about how they have been working on a mission to generate $1 trillion in women-led wealth by 2050 here: https://lnkd.in/enijqSUa. To learn more about #planD's share exchange product and how we can help you optimise your investment portfolio, get in touch with us here: https://lnkd.in/eY-pTvaJ #planD #ExitStrategy #Secondaries  #ExitViaDiversification™  #ShEx  #Entrepreneurship #StartupFunding #VC #VentureCapital #AngelInvestors #EIS #SEIS #TaxRelief #LossRelief #UKEntrepreneurs #CapitalRaising

planD is excited to attend the annual Autumn Technical Seminar hosted by BDO in London tomorrow! Following the recent Budget announcement, this event offers a valuable opportunity for us to stay at the forefront of developments impacting the UK startup ecosystem, with insights on #EIS, #SEIS, and other essential topics for investors and founders alike. We look forward to hearing from the distinguished speakers and engage with the latest industry updates and network with leaders shaping the future of UK innovation! #UKBudget #Budget #EIS #SEIS #planD #Secondaries  #ExitViaDiversification™  #EISInvesting #SEISInvesting #UKStartups #TaxRelief #LossRelief #UKBusiness #ScaleUp #UKEntrepreneurs #UKInvestment

With venture backers facing an uncertain climate, exits remain a top concern, especially with the effects of capital gains tax regulation changes. In uncertain scenarios, it's crucial to navigate as best as possible loss reliefs and tax reliefs for less-than-optimal investments. For founders, now’s the time to fully understand all financing options, especially in case of down rounds to keep businesses going and prepare for the next years. In today’s market, every tool matters – and planD is here to help you make the most of them! We offer a unique share exchange product that helps both investors and founders on a cashless secondary markets transaction! Find out more and how this could be your Exit via Diversification™ here: https://lnkd.in/ezi-pa2B #PortfolioManagement #planD #Finance #ExitStrategy #Investments #Secondaries  #ExitViaDiversification™  #ShEx  #Innovation #LockedinCapital #StartupInvesting #Startups #Entrepreneurship #StartupFunding #VC #VentureCapital #AngelInvestors #Fintech #EIS #SEIS #UKStartups #TaxRelief #LossRelief #UKBusiness #ScaleUp #UKEntrepreneurs #WealthManagement #SecondaryMarkets #PrivateEquity #ExitStrategy #CapitalRaising #UKBudget #CapitalGains

💡 Our highlights from the new UK Budget announcement from this afternoon: 1️⃣ We were very pleased to hear the further confirmation the (S)EIS will remain in place until 2035. This scheme has brought already £30bi+ in investments to more than 50k companies that otherwise could have struggled to raise capital in the UK alongside tax incentives to investors supporting those businesses. 2️⃣ Capital Gain Taxes did not increase as much as was being discussed (18-24% vs up to 39% announced by some news a couple of days ago) - which is definitely a bittersweet measure. This increase won't harm investors as much as expected but still means increased tax bills for many of the people willing to take the risk and finance UK businesses. If you're on the list of people affected by this, consider rebalancing your portfolio and claiming any loss relief you're entitled to to offset your upcoming tax bill! planD can help with a secondary share exchange process for underperforming EIS-backed companies and is on a mission to help founders and investors during these challenging times! Contact us to know more: https://lnkd.in/eyAcBABT #UKbudget #CapitalGainsTax #CGT #PortfolioManagement #planD #ExitStrategy  #InvestmentStrategy  #Investors  #Secondaries  #ExitViaDiversification™  #ShEx  #Innovation  #LockedinCapital #StartupInvesting #Startups #Entrepreneurship #StartupFunding #VC #VentureCapital #AngelInvestors #Fintech #TechStartups #Innovation #InvestmentOpportunities #EIS #SEIS #EISInvesting #SEISInvesting #UKStartups #TaxRelief #LossRelief #UKBusiness #ScaleUp #UKEntrepreneurs #UKInvestment #WealthManagement #SecondaryMarkets #PrivateEquity #ExitStrategy #CapitalRaising #BusinessGrowth