Hilco is seeking offers to acquire the intellectual property assets of GetPlanD Limited (In Liquidation) (“planD” or the “Company”) on behalf of the Joint Liquidators of the Company, Paul Atkinson and Glyn Mummery of FRP Advisory Trading Limited.
Founded in 2020, planD operated as a specialist FinTech business focused on addressing a persistent challenge in private markets: enabling investors to exit underperforming investments in venture-backed companies.
The Company’s core proposition centred on “exit via diversification”, a structured approach allowing investors to exchange shares in underperforming private companies for a stake in a diversified investment vehicle, the Daxia fund, providing a practical route to liquidity in a market where traditional secondary options are often unavailable, while also allowing investors to reduce concentration risk and, where applicable, crystallise losses for tax purposes.
The Company’s solution was developed in response to a significant and growing issue within the venture ecosystem, where large volumes of capital have been deployed into early-stage companies with limited exit opportunities. planD’s solution was designed to unlock value from these positions, while also supporting companies by simplifying cap tables and replacing disengaged shareholders with a passive, long-term investor.
To deliver this, planD built a digital platform to support the full lifecycle of transactions, bringing investors and founders together within a single, structured workflow. The Company’s platform enables onboarding, document management, and deal coordination, alongside tools to support data capture and transaction tracking, simplifying what is typically a fragmented and manual process, creating a more consistent and repeatable approach to private share exchanges.
Operating within a regulated framework as an Appointed Representative of an FCA-authorised firm, the Company combined its platform with a defined process and a targeted network of high-net-worth investors, founders and intermediaries. Through its activities, planD developed practical know-how in managing complex, multi-party transactions in the venture space, alongside building a relevant and engaged user base and facilitating transactions across a number of venture-backed businesses, generating revenue through a fee-based model linked to complete exchanges.
This acquisition represents an opportunity to secure a developed platform and a network of users within a clearly defined segment of the private markets landscape. For an acquirer, this provides a foundation to accelerate entry into structured liquidity solutions, enhance existing private investment offerings, or build a differentiated position in managing underperforming venture-backed investments without starting from the ground up.
The planD brand has established itself as a specialist and credible name within the private markets and venture ecosystem.
Positioned around its “Share Exchange” proposition and the concept of “exit via diversification”, the brand is associated with a practical and commercially grounded approach to investor liquidity. Rather than relying on traditional secondary market mechanisms, planD developed a clear narrative around structured exits, enabling investors to unlock value from otherwise stagnant positions while supporting portfolio rebalancing and tax efficiency.
The brand has been targeted towards high-net-worth investors, founders, and intermediaries operating within venture-backed environments, supported by focused messaging and a clearly defined use case. The brand’s positioning is reinforced by real transaction activity, with transactions involving a broad base of investors across multiple companies, reflecting the scale of capital deployed into the underlying investments and supporting proof of concept for the proposition.
planD’s credibility has been further supported by industry recognition, including an award win at the Enterprise Investment Scheme Association (EISA) awards and a nomination at the SeedLegals awards, alongside thought-leadership within investor networks and venture communities. The brand has also benefited from organic promotion and engagement within investor circles, with a significant proportion of users introduced through the product itself and word-of-mouth referrals.
For an acquirer, the planD brand offers a differentiated and credible entry point into a clearly defined segment of the private markets landscape.
The Company holds registered trade marks protecting the “planD” brand name and associated branding across multiple jurisdictions.
Full details on the Company’s trade marks are available via a virtual data room.
planD’s software offering centres on its transaction platform, developed to support the execution and management of private share exchange transactions. The Company’s platform was built following an initial period of manual deal execution, to create a more structured, scalable, and repeatable process.
At its core, the Company’s platform provides a workflow-driven environment that supports the full lifecycle of a transaction, from initial onboarding through to completion, including investor and founder sign-up, company data capture, deal setup and coordination, document generation and execution, and final transaction completion. planD’s platform incorporates defined stages such as onboarding, due diligence, KYC checks, agreement execution and payment, reflecting the practical steps required to complete a share exchange transaction in a regulated environment. Features include onboarding flows, company and investment profiling (including integration with external data sources such as Companies House), centralised document storage, due diligence checklists, and dashboards providing visibility over deal progress and activity.
A configurable back-office environment supports user and subscription management, roles and permissions, reporting and transaction tracking, and the Company’s software has been developed with multi-tenancy and multi-language capability, allowing for potential white-labelling and broader deployment.
The platform also supports automated communications based on defined filters and triggers via third-party integrations, and incorporates integrations with payment providers (including Stripe), finance systems (such as Xero), and third-party tools. These integrations (including, but not limited to, Plainly, Xero, customer.io and Stripe) would require reactivation by an acquirer and may be subject to ongoing subscription costs.
The Company’s platform was designed to bring structure to a process that is typically fragmented, manual and reliant on multiple intermediaries. While certain elements, such as valuation inputs and regulatory oversight, sit outside the system, the software provides a central framework through which transactions are coordinated, tracked and completed.
For an acquirer, planD’s software offers a developed transaction platform with defined user journeys, integrated tools, and a clear application within private markets, providing a foundation that can be adapted or integrated into an existing offering, reducing the time and cost required to build similar functionality from first principles.
The Company holds the pland.co domain name, which is understood to be the primary domain associated with the business.
The Company is likely to own the copyright in the website content historically hosted across its domains, including materials showcasing its “Share Exchange” proposition and platform functionality.
Rights in the Company’s social media accounts are also available to acquire across LinkedIn, Vimeo and Twitter.
Full details of the Company’s social media accounts are available via the virtual data room.
The Company holds detailed information on its investor and founder network, including contact details and insights into past transactions, interactions, and investment activity.
The deadline for offers is Friday 15 May 2026, 12pm BST
All expressions of interest and bids are to be directed to Hilco in writing. A Bid Submission Form is available on request. Please contact Hilco to gain access to a virtual data room for further information on signing a confidentiality agreement.
Hilco is acting as exclusive agent to the Company and its Joint Liquidators in connection with the proposed sale of some or all of the Company’s assets. The Joint Liquidators act as agents of the Company and without personal liability.
All sales are made strictly on an “as is, where is” basis. Only such right, title and interest (if any) as the Company may have in the assets will be transferred to a purchaser. No warranties, guarantees, or representations (express or implied) are provided by the Company, its Joint Liquidators, or Hilco in respect of the assets or any information supplied. All parties must rely on their own enquiries and due diligence. Any information provided is for convenience only and has not been independently verified.
All offers are subject to the addition of VAT at the prevailing rate, where applicable. A non-refundable deposit equal to 20% of the agreed purchase price must be paid by the successful purchaser within 48 hours of offer acceptance. Payment of the deposit grants the purchaser the exclusive right to proceed with the acquisition of the relevant assets for a limited period and on the terms agreed. A Buyer’s Premium of 10% of the final purchase price is payable by the successful purchaser in addition to the agreed purchase price, is non-negotiable and is payable at the same time and in the same manner as the purchase price and forms a condition of sale.
Legal completion must occur within five (5) business days of offer acceptance, unless otherwise agreed in writing by the Company and its Joint Liquidators.
