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Planbase

Planbase

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

Last Round

Pre Seed

Nov 4, 2025

Total Funding Raised

$2.6M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Planbase operates in Enterprise Software and is based in San Francisco, California. Its latest recorded funding round was a Pre Seed round in November 2025.

Planbase is a healthcare technology company that provides an AI-native workforce management platform for clinics to automate scheduling, capacity planning, credentialing, and payroll.

Sector

Enterprise Software

Verticals

Vertical SaaS, HR, Workflow Automation, NLP & Conversational AI

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Planbase Comparables

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

Planbase comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
SOL Intelligence
85%
Vars Health
84%
RosterLab
76%
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Planbase Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Pre SeedNov 4, 2025
AcceleratorAug 1, 2024
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Planbase Investors

Notable investors and investment history

Planbase investors
InvestorRounds
Y CombinatorAccelerator, Pre Seed
Phoenix Court GroupPre Seed
LocalGlobePre Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 2, 2026

    Added Chefmilton, a healthcare SMB, as a customer.

  • May 16, 2026

    Monthly visitors grew 165% MoM, reaching 8.5K.

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Planbase Filings

Explore SEC and related filing metadata, where available.

Planbase 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.

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Frequently Asked Questions

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

Is Planbase a public or private company?

Planbase is a private company.

What is the current stock price of Planbase?

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

How much is Planbase worth (valuation)?

Valuation information for Planbase is not publicly available.

Can I buy Planbase stock?

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

When was Planbase's last funding round?

Planbase's most recent funding round was Pre Seed on November 4, 2025.

Who are the main investors in Planbase?

Key investors in Planbase include Y Combinator, LocalGlobe.

Will Planbase IPO soon?

No public IPO plans have been announced for Planbase.

How can I track Planbase secondary market activity?

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range5
Year Founded2024
Last FundingNov 4, 2025

Institutional Data Access

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

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