Planful
PrivateLast Round
Private Equity
Jun 25, 2020
Total Funding Raised
$57M
Momentum
Top 25%
of companies Caplight tracks
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, Enterprise Resource Planning
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 Comparables
Compare Planful with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Prophix | 88% | |
| Jedox | 87% | |
| Vena Solutions | 87% |
Planful Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Private Equity | Jun 25, 2020 | ||||
| Buyout/LBO | Jan 2, 2019 | ||||
| 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.
- Aug 1, 2026
Open roles increased to 887, 147% of headcount.
- Jul 20, 2026
Open roles increased to 883, 146% of current headcount.
Recent news
Latest coverage and updates
- signs_new_clientOct 7, 2026
Planful gains Salas O’Brien, Inc. as a client in the United States as the engineering group adopts its platform to centralize consolidation, reporting, and progressively financial planning.
- receives_awardOct 6, 2026
FeaturedCustomers gave Planful the highest “Market Leader” award in its Fall 2026 Sales Forecasting Software Customer Success Report, recognizing it as a vendor with a substantial customer base and market share, in Florida on Oct 6th '26.
Planful Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Planful's valuation, stock price, and market status.
Is Planful a public or private company?
Planful is a private company.
What is the current stock price of Planful?
Planful is a private company, so its shares have no public market price. Caplight tracks Planful's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Planful worth (valuation)?
Valuation information for Planful is not publicly available.
Can I buy Planful stock?
Planful shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Planful's last funding round?
Planful's most recent funding round was Private Equity on June 25, 2020.
Who are the main investors in Planful?
Key investors in Planful include Centerview Capital, NextWorld Capital, Vector Capital, StarVest Partners.
Will Planful IPO soon?
No public IPO plans have been announced for Planful.
How can I track Planful secondary market activity?
Caplight tracks bids, offers, and trades in Planful's shares on secondary markets.