FPE Capital LLP (“FPE”)software and services targeting lower middle market growth
investor, announces that he led the first institutional investment in Dynamic schedulera
a leading software provider to the UK wealth management sector.
This is the second investment from FPE Fund III that has successfully closed
was announced in May with a £185m capital raise.
The investment from FPE will support the current management team and help accelerate
the growth of Dynamic Planner and the implementation of its ambitious plans in the UK and Europe.
Dynamic Planner has grown rapidly in recent years and now serves nearly 40%.
UK-based wealth advisory firms and over 150 asset managers managing over £250 billion through their
SaaS platform. Headquartered in Reading, UK, the company has grown to more than 100
employees and is on track to exceed £10m in annual recurring license revenue this year. U
over the past 12 months it has launched a number of upgrades to enable Dynamic Planner and its
open API is the leading end-to-end financial planning system for the hybrid world.
FPE Capital has a successful track record in supporting SaaS businesses with a focus on
market-leading, quality products and strong, customer-centric cultures. The business is managed
an experienced management team led by Ben Goss as CEO and FPE Investments
help accelerate growth with the launch of new products for the company’s core market.
David Barbour, Managing Partner of FPE, commented: “FPE is delighted to have completed
is an investment in Dynamic Planner, our second from the recently closed FPE III fund and
which follows our March investment in Egress, a data migration provider
services for a range of clients from the public and private sectors. Investments in
Dynamic Planner builds on our success in software-based businesses
positions in attractive end markets. Our investment focus is on delivering high quality
the business is scaling successfully and we are delighted to partner with Ben Goss and his team
support their growth ambitions and capitalize on significant tailwinds of wealth
management sector as it increasingly uses digital tools and products.”
Ben Goss, CEO of Dynamic Planner, added: “As a privately held, fast-growing company
we were looking for an investor partner to help us take the business to a new level in
UK and abroad. Our selection of FPE was based on more than just their track record
of supporting software companies that scale successfully, but also in their team that we feel
share our values.
From the beginning, FPE understood the value that Dynamic Planner brings to our clients
industry as an independent technology and asset risk modeling provider serving a
a growing community in the wealth management sector that trusts and relies on us. They are too
to share our vision of solving our industry’s core challenges with technologies like
digitization of processes, customer experience, sustainable investment for future generations and
omni-channel financial planning in a post-pandemic world.
This investment allows us to grow our industry for the better and as a management team
We look forward to sharing the benefits of this collaboration with our customers and the team at
months and years ahead.”
FPE’s 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 Consulting
Partnership (tax) and continuum (governance).
Deloitte acted as exclusive financial advisor to the shareholders of Dynamic Planner. Supplier
due diligence services were provided by Dynamic Planner by Mazars LLP. Management
the team was advised by Moorcrofts LLP.
Notes for editors:
+44 (0) 203 912 8801
Notes for editors:
FPE is a specialized private equity investor focused on software and services
sectors. It invests in software and services with headquarters in the UK and Ireland
companies with favorable business models that offer significant overall growth potential
markets undergoing structural change.
It is authorized and regulated by the Financial Conduct Authority. www.fpecapital.com
Dynamic Planner enables financial planning and advisory firms to match the right people
portfolios through the involvement of financial planning. It is a risk-based financial planning system –
combining intuitive financial planning technology with a robust asset risk model. Founded in
2003, Dynamic Planner is based on an independent asset risk model with a 15-year
track record of ensuring investment suitability using over 2,400 covariances
correlations to assess the risk of tens of thousands of investments and client portfolios daily.
Dynamic Planner provides MSCI – Dynamic Planner indices and is used by leading assets
managers for a risk profile or target investment of more than £250bn Its cloud-based
technology is mobile-friendly and secure and integrated with industry-leading CRMs and
platforms and providers. It is an end-to-end flexible planning system for all consulting firms
and suitability needs.
Distribution Technology (t/a Dynamic Planner) secures Pre-Seed investment from FPE Capital