Planful
PrivateLast Round
Private Equity
Jun 25, 2020
Total Funding Raised
$57M
Momentum
Top 10%
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.
- 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
- launchesJul 20, 2026
Planful launched MCP Server for finance on Jul 20th '26.
- receives_awardJun 26, 2026
Planful, Inc. received award Most Loved on Jul 1st '24.
- receives_awardJun 26, 2026
Planful receives award TrustRadius Top Rated.
- receives_awardJun 26, 2026
Planful, Inc. received award G2 badges for High Performance Enterprise on Jul 1st '22.
- recognized_asJun 26, 2026
Planful, Inc. recognized as Leader, an Enterprise Leader, a Momentum Leader, and a Leader for Mid-Market Customers on Jul 1st '22.
Planful Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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