Skip to main content
Caplight Logo









Planr

Planr

Private
LondonEnterprise Softwarehttps://planr.com/

Momentum

Top 10%

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, Vertical SaaS, Data Integration

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.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

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

View Full Funding History

Access detailed round history, amounts raised, valuations, and investors.

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.

  • Oct 3, 2026

    Grew 19% QoQ, from 16 to 19 employees.

  • Aug 23, 2026

    Grew 29% QoQ, from 14 to 18 employees.

Planr Filings

Explore SEC and related filing metadata, where available.

Planr filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

Filing documents are not displayed on this public page. Request access to learn about available coverage.

Request access

Frequently Asked Questions

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

Is Planr a public or private company?

Planr is a private company.

What is the current stock price of Planr?

Planr is a private company, so its shares have no public market price. Caplight tracks Planr's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Planr worth (valuation)?

Valuation information for Planr is not publicly available.

Can I buy Planr stock?

Planr shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Planr's last funding round?

Funding round information for Planr is not publicly available.

Who are the main investors in Planr?

Investor information for Planr is not publicly disclosed.

Will Planr IPO soon?

No public IPO plans have been announced for Planr.

How can I track Planr secondary market activity?

Caplight tracks bids, offers, and trades in Planr's shares on secondary markets.

Firmographic Details

HeadquartersLondon
Employee Range13
Year Founded1998
Last Funding—

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.

See something wrong or outdated?