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Planr

Planr

Private
LondonEnterprise Softwarehttps://planr.com/

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Planr is a software company that provides an AI-native portfolio intelligence and monitoring platform for private equity firms.

Sector

Enterprise Software

Verticals

Business Intelligence, Data Integration, Investment Platforms, Vertical SaaS, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

portfolio intelligenceprivate equity softwarepredictive analyticsportfolio monitoringvertical SaaSdata integrationfinancial reportingAI-native platformPE techautomated reportingbusiness intelligencevalue creation trackingAI copilotmanaged data servicesFinTech

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Track how buyer interest and sentiment changes over time.

Planr Comparables

Compare Planr with similar companies based on industry and business-model similarity.

Planr comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
73 Strings
80%
Chronograph
77%
FactSet
76%

Planr Funding Rounds

Historical fundraising activity

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Key People

Founding team and executive leadership

David Welch

CTO & Co-Founder

Founding Team

Sean Murphy

COO & Co-Founder

Founding Team

Owen Pagan

CEO & Co-Founder

Founding Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 16, 2026

    Monthly visitors increased 54% MoM, reaching 2.4K.

  • Nov 8, 2025

    Monthly visitors increased 34% MoM, reaching 3.7K.

Planr Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Planr Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersLondon
Employee Range16
Year Founded1998
Last Funding

Institutional Data Access

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