planD

London, United Kingdom Founded: 2021 • Age: 5 yrs
Financial services for private investment markets
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About planD

planD is a company based in London (United Kingdom) founded in 2021 by Rufus Pearl and Guy-Edward Waterland.. planD has raised $1.84 million across 8 funding rounds. The company has 2 employees as of September 30, 2022. planD offers products and services including planD Platform and Daxia Fund. planD operates in a competitive market with competitors including RiskSmith, LVL1 Group, Propelle, MPGI and Coremont, among others.

  • Headquarter London, United Kingdom
  • Employees 2 as on 30 Sep, 2022
  • Founders Rufus Pearl, Guy-Edward Waterland
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Getpland Ltd
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $1.84 M (USD)

    in 8 rounds

  • Latest Funding Round
    $125.3 K (USD), Seed

    Apr 10, 2024

  • Investors
  • Employee Count
    2

    as on Sep 30, 2022

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Products & Services of planD

planD offers a comprehensive portfolio of products and services, including planD Platform and Daxia Fund. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Tech platform for share exchanges and portfolio diversification services.

Fund enabling asset exchange for tax relief and investment diversification.

People of planD
Headcount 1-10
Employee Profiles 1
Employee Profiles
People
Guy-Edward Waterland
Co-Founder & COO

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Teams

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Funding Insights of planD

planD has successfully raised a total of $1.84M across 8 strategic funding rounds. The most recent funding activity was a Seed round of $125.3 thousand completed in April 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 8
  • Last Round Seed — $125,300
  • First Round

    (27 Sep 2021)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Apr, 2024 Amount Seed - planD Valuation

investors

Feb, 2024 Amount Seed - planD Valuation

investors

Oct, 2023 Amount Seed - planD Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by planD

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - planD

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Pland Comparisons

Employees
+
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Competitors of planD

planD operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as RiskSmith, LVL1 Group, Propelle, MPGI and Coremont, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

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Online platform for portfolio management solutions
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Operates a digital hub providing investment management solutions.
domain founded_year HQ Location
Online platform for women's wealth investment and tracking is provided.
domain founded_year HQ Location
Investment management platform for internet companies is operated.
domain founded_year HQ Location
Provides cloud-based portfolio management and analytics for investment managers worldwide.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Pland

Frequently Asked Questions about planD

When was planD founded?

planD was founded in 2021.

Where is planD located?

planD is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

Is planD a funded company?

planD is a funded company, having raised a total of $1.84M across 8 funding rounds to date. The company's 1st funding round was a Seed of $272.96K, raised on Sep 27, 2021.

How many employees does planD have?

As of Sep 30, 2022, the latest employee count at planD is 2.

What does planD do?

planD was founded in 2021 and is based in London, United Kingdom. Operations focus on the financial services sector, specifically private investment markets. A suite of products is offered to assist investors and founders in addressing underperforming assets and planning for future needs. Investments can be uploaded by users, with finances tracked through personalized dashboards.

Who are the top competitors of planD?

planD's top competitors include Martley Capital, RiskSmith and MPGI.

What products or services does planD offer?

planD offers planD Platform and Daxia Fund.

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