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Planful

Planful

Private
San Francisco, CaliforniaEnterprise Softwarehttps://planful.com/

Last 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

FP&A softwarefinancial planning and analysisfinancial consolidationbudgeting softwarecorporate performance managementEPM softwareFP&Afinancial reportingcontinuous planningOffice of the CFOworkforce planningspreadsheet replacementscenario modelingfinancial close automationsales planningembedded AI

Historical Pricing

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Caplight Momentum Score

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Planful Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Planful Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Private EquityJun 25, 2020
Buyout/LBODec 13, 2018
Series ENov 24, 2014
Series DJan 9, 2013
Series CJun 9, 2010
Series B
May 21, 2009

Key People

Founding team and executive leadership

Karlyn S.

Internal Events Manager EA To The CEO

Executive Team

Dan Fletcher

Chief Financial Officer

Executive Team

Shehzad Shah

Strategic Account Director - Office Of The CFO

Executive Team

Planful Investors

Notable investors and investment history

InvestorRounds
Centerview CapitalSeries E
Monroe CapitalPrivate Equity
NextWorld CapitalSeries E, Series D, Series C
Vector CapitalBuyout/LBO, Private Equity
Advanced Technology VenturesSeries B, Series E, Series A, Series D, Series C
StarVest PartnersBuyout/LBO, Series E, Series D, Private Equity, Series C, Series B
Trident CapitalSeries 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.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Planful Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Planful's valuation, stock price, and market status.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range604
Year Founded2000
Last FundingJun 25, 2020

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