Planful
PrivateLast Round
Private Equity
Jun 25, 2020
Total Funding Raised
$57M
Momentum
Top 1%
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, Workflow Automation
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 | 86% | |
| Vena Solutions | 86% | |
| Jedox | 84% | |
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.
- Jul 20, 2026
Open roles increased to 883, 146% of current headcount.
- Nov 10, 2025
Monthly visitors increased 36% MoM to 271.5K.
Planful Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Planful's valuation, stock price, and market status.