Planful

Redwood City, United States Founded: 2000 • Age: 26 yrs Acquired By Vector Capital
Cloud-based financial planning and advisory solutions are provided for businesses.
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About Planful

Planful is a company based in Redwood City (United States) founded in 2000 was acquired by Vector Capital in December 2018.. Planful has raised $71.65 million across 7 funding rounds from investors including Vector Capital, Monroe Capital and StarVest Partners. The company has 191 employees as of September 30, 2024. Planful has completed 1 acquisition, including Plannuh. Planful offers products and services including Planful Platform, Planful AI, and Data Integrations. Planful operates in a competitive market with competitors including Vena Marketing, Workday Adaptive Planning, Host Analytics, Anaplan and DataRails, among others.

  • Headquarter Redwood City, United States
  • Employees 191 as on 30 Sep, 2024
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Cloud, Data & Analytics Infrastructure
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $71.65 M (USD)

    in 7 rounds

  • Latest Funding Round
  • Investors
  • Employee Count
    191

    as on Sep 30, 2024

  • Investments & Acquisitions
  • Acquired by
    Vector Capital

    (Dec 13, 2018)

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Products & Services of Planful

Planful offers a comprehensive portfolio of products and services, including Planful Platform, Planful AI, and Data Integrations. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Cloud-based tool for planning and reporting to drive business decisions.

AI for detecting anomalies and forecasting based on historical data.

Flexible integrations to connect and secure business data sources.

People of Planful
Headcount 200-500
Employee Profiles 196
Board Members and Advisors 4
Employee Profiles
People
Sachin More
Director, Trust-compliance & Business Operations
People
Vaishali Sharma
Software Development Engineer Ll
People
Prateek Mishra
Senior SDET
People
Jagan Ganti
Director Of Product Management

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Board Members and Advisors
people
David Fishman
Chairman
people
Deborah Farrington
Director
people
Stephen Goodman
Director
people
John Herr
Director

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Funding Insights of Planful

Planful has successfully raised a total of $71.65M across 7 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 7
  • Last Round
  • First Round

    (04 May 2008)

  • Investors Count 7
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2020 Amount Series E - Planful Valuation Vector Capital
Nov, 2014 Amount Series E - Planful Valuation Centerview Capital
Jan, 2013 Amount Series D - Planful Valuation Advanced Technology Ventures , Trident Capital
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Planful

Planful has secured backing from 7 investors, including venture fund investors. Prominent investors backing the company include Vector Capital, Monroe Capital and StarVest Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Investments in technology companies are facilitated through private equity.
Founded Year Domain Location
Private debt financing is offered via specialized funds.
Founded Year Domain Location
Growth equity firm investing in technology-enabled B2B services in New York.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Planful

Planful has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Plannuh. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
AI-based platform for managing marketing campaigns and budgets is provided.
2017
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Planful

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Planful Comparisons

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Competitors of Planful

Planful operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Vena Marketing, Workday Adaptive Planning, Host Analytics, Anaplan and DataRails, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
AI-powered financial planning and accounting software is offered.
domain founded_year HQ Location
Cloud-based financial planning and analytics are delivered via SaaS.
domain founded_year HQ Location
Cloud-based EPM applications for financial planning and analytics are delivered.
domain founded_year HQ Location
Operational planning and forecasting solutions are offered to businesses.
domain founded_year HQ Location
Cloud-based financial planning and analytics solutions are offered for businesses.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Planful

Frequently Asked Questions about Planful

When was Planful founded?

Planful was founded in 2000 and raised its 1st funding round 8 years after it was founded.

Where is Planful located?

Planful is headquartered in Redwood City, United States. It is registered at Redwood City, California, United States.

Is Planful a funded company?

Planful is a funded company, having raised a total of $71.65M across 7 funding rounds to date. The company's 1st funding round was a Series D of $17M, raised on May 04, 2008.

How many employees does Planful have?

As of Sep 30, 2024, the latest employee count at Planful is 191.

What does Planful do?

Planful was founded in 2000 and is headquartered in Redwood City, United States. Cloud-based solutions are delivered for financial planning and advisory services within the fintech sector. Budgeting, forecasting, analysis, deck creation, workflow management, and automation of manual processes are supported. Reporting assistance is also provided to guide businesses in transforming financial operations.

Who are the top competitors of Planful?

Planful's top competitors include Workday Adaptive Planning, Vena Marketing and Anaplan.

What products or services does Planful offer?

Planful offers Planful Platform, Planful AI, and Data Integrations.

How many acquisitions has Planful made?

Planful has made 1 acquisition, including Plannuh.

Who are Planful's investors?

Planful has 7 investors. Key investors include Vector Capital, Monroe Capital, StarVest Partners, Advanced Technology Ventures, and Next World Capital.

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