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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, 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
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FactSet
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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.

  • Jul 24, 2026

    Monthly visitors increased 128% MoM, reaching 5.5K.

  • Jun 16, 2026

    Monthly visitors increased 54% MoM, reaching 2.4K.

Planr Filings

Explore SEC and related filing metadata, where available.

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

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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 with no public stock price. No recent secondary market data is available.

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. Visit https://www.caplight.com to learn more.

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 for private companies. Visit https://www.caplight.com to monitor Planr's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersLondon
Employee Range14
Year Founded1998
Last Funding—

Institutional Data Access

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