
The ability to potentially exit highly illiquid underperforming investments at today’s valuation to a willing buyer if they so choose

The exit by diversification exchanges a stake in one company for a stake in a Fund which is anticipated will be diversified across multiple stakes, in multiple companies, and in multiple sectors.

planD provides a solution to investors in highly illiquid private companies - the ability to potentially exit at today’s valuation to a willing buyer if they so choose.

By offering want-away investors the opportunity to crystallise an exit, potentially many individual investors on the cap table can be consolidated into one line item.

On a deal by deal basis, planD increases its user base of smart, connected, wealthy individuals who are users of the platform and investors in the Fund, who therefore have an indirect interest in all companies in the portfolio.

A workflow to transition disaffected investors and replace them with a supportive Institutional Investor.
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Testimonials
"I use planD strategically. Years I have gains that I need to offset, I use their Share Exchange to exit stale investments, creating the tax offset I need and still letting me partake in any upside that may unexpectedly happen.
With planD for the first time ever, an early investor can plan when to take a loss, creating a more favourable tax structure and making startup investing just a little bit easier”

Early Stage Investor

Rufus Pearl
Founder & CEO
20 years corporate finance experience including smaller company fund raise and flotations in sectors ranging from media to mining and film to fintech. Rufus was founder & CEO of a multi-award-winning lifestyle accessories business with global sales, and the founder of Pearl Corporate Finance, providing advisory services to investment trusts that grew to c.$75m AUM via a ‘swaps methodology’ that became the foundation idea for planD

Guy Waterland
Co-Founder & COO
Blue chip corporate strategy executive turned entrepreneur in web security software who grew a business to c.3m international end users. Guy has since held a number of roles as tech startup CxO, NED, board advisor and consultant on strategy, geographic expansion, product launches, digital marketing, sales growth, partnerships and financing needs. He is also involved in mentoring the next generation of founders

Dr. Richard Hargreaves
NED
Co-founded Endeavour Ventures in 2006 and has been investing & advising companies for over 30 years. Richard began his career at 3i plc where he spent 10 years before launching one of the first VCTs. He is a former chairman of the British Private Equity & Venture Capital Association (BVCA), and has significant experience as a NED on both public and private company boards

Colette Wyatt
Founding CTO
In a career spanning over thirty years, Colette has performed different roles from general manager, CTO and global commercial director in the telecoms industry to VP R&D in the medical technology field and CTO, Investor and Co-Founder of a rebate management startup. She now is the managing owner of Evolve-IT Consulting, after conducting a Management Buyback in a highly successful and award-winning technology and innovation company.
planD provides a solution to investors in highly illiquid private companies - the ability to potentially exit at today’s valuation to a willing buyer if they so choose.