Planful
PrivateLast Round
Private Equity
Jun 25, 2020
Total Funding Raised
$57M
Company Overview
Planful is a financial software company that provides a cloud-based enterprise performance management platform for financial planning, analysis, and consolidation.
Sector
Enterprise Software
Verticals
Accounting & Expense, Business Intelligence, Workflow Automation, HR, Marketing
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Planful Comps
Public and private peers based on sector, stage, and business model.
Planful Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Private Equity | Jun 25, 2020 | ||||
| Buyout/LBO | Dec 13, 2018 | ||||
| Series E | Nov 24, 2014 | ||||
| Series D | Jan 9, 2013 | ||||
| Series C | Jun 9, 2010 | ||||
Series B | May 21, 2009 |
Key People
Founding team and executive leadership
Planful Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Centerview Capital | Series E |
| Monroe Capital | Private Equity |
| NextWorld Capital | Series E, Series D, Series C |
| Vector Capital | Buyout/LBO, Private Equity |
| Advanced Technology Ventures | Series B, Series E, Series A, Series D, Series C |
| StarVest Partners | Buyout/LBO, Series E, Series D, Private Equity, Series C, Series B |
| Trident Capital | Series B, Series E, Series A, Series D, Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 10, 2025
Monthly visitors increased 36% MoM to 271.5K.
- Jun 25, 2020
Completed a private equity funding round.
Planful Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Planful's valuation, stock price, and market status.