About Planful
Planful is a Technology company based in Redwood City (United States) founded in 2000, and was acquired by Vector Capital in December 2018. Cloud-based financial planning and advisory solutions are provided for businesses. 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. Planful has completed 1 acquisition, including Plannuh. Its website planful.com draws about 176 thousand monthly visits. Its Indian entity Planful Software India Private Limited reported revenue of ₹69.25 Cr. Planful offers products and services including Planful Platform, Planful AI, and Data Integrations. Its focus areas include FinTech, Finance & Accounting Tech, Financial Planning & Analysis and Suite. Its competitors include Workday Adaptive Planning, Host Analytics and Anaplan; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Redwood City, United States
- Employees 191
- Stage Acquired
- SectorsTechnology
- Website category Finance · Accounting and Auditing
- Email••••••••
- Phone•••• ••••
- Website planful.com
- Social LinkedIn X Facebook Instagram
- Acquired by Vector Capital (Dec 2018)
- Legal Name Planful Software India Private Limited
- Date of Incorporation 23 Apr, 2001
- Indian entity revenue₹69.25 Cr
FY 2024 · +7% YoY
- Indian entity net profit₹6.60 Cr
FY 2024 · 10% margin
- Indian entity EBITDA₹10.62 Cr
FY 2024 · 15% margin
- Total Equity Funding$71.65M (USD)
in 7 rounds
- InvestorsVector Capital
& 6 more
- Employee Count191
- Investments & Acquisitions
- Acquired byVector Capital
(Dec 2018)
Associated legal entities of Planful
Planful operates through Planful Software India Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Planful Software India Private Limited CIN U72200TG2001PTC036607 | Active | 23 Apr 2001 | Hyderabad, Telangana | ₹69.2 Cr | 219 | 2 | View details |
Products & Services of Planful
Planful offers a comprehensive portfolio of products and services, including Planful Platform, Planful AI, and Data Integrations.
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.
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 $71.65M
- Total Rounds 7
- First Round $6M
(May 2008)
- Investors Count 7
All 7 funding rounds of Planful with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2020 | Series E | – | Vector Capital | ||
| Nov 2014 | $25M | Series E | – | Centerview Capital | |
| Jan 2013 | $17M | Series D | – | Advanced Technology Ventures, Trident Capital | – |
| Jul 2012 | $3.25M | Debt – Conventional | – | – | – |
| Jun 2010 | $15M | Series C | – | Next World Capital, Advanced Technology Ventures | |
| May 2009 | $8.65M | Series B | – | Advanced Technology Ventures, Trident Capital | – |
| May 2008 | $6M | Series A | – | Trident Capital, Advanced Technology Ventures | – |
7 investors in total: 7 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments in technology companies are facilitated through private equity. | 1997 | vectorcapital.com | San Francisco, United States | |
Private debt financing is offered via specialized funds. | 2004 | monroecap.com | Chicago, United States | |
Growth equity firm investing in technology-enabled B2B services in New York. | starvestpartners.com | |||
VC firm making investment in early stage startups in the US | atvcapital.com | Menlo Park, United States | ||
VC firm investing in the US | nextworldcap.com | San Francisco, United States | ||
Stage-agnostic investments in US ventures are made by Trident Capital. | tridentcap.com | Palo Alto, United States | ||
Private investment firm providing capital and expertise to high-potential companies in technology and consumer sectors. | centerviewcapital.com |
Investor details for Planful
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Planful Software India Private Limited (Planful)
Planful Software India Private Limited is the primary company behind Planful. The board of Planful Software India Private Limited currently have 2 directors; the longest-serving is Stephen Geoffrey Goodman, appointed in 2019. 15 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Stephen Geoffrey Goodman DIN 08505441 | Director | 12 Jul 2019 | 7 yrs 3 mo | Planful Software India Private Limited |
| Amit Rai Singh DIN 08380133 | Director | 04 Aug 2023 | 3 yrs 3 mo | Planful Software India Private Limited |
People of Planful
196 people are tracked at Planful (58 in leadership, 4 in board & advisors, 134 in team); the tracked headcount is 191.
| Name | Role | Group |
|---|---|---|
Sachin More | Director, Trust-compliance & Business Operations | Leadership |
Jagan Ganti | Director Of Product Management | Leadership |
Stefan Mak | Senior Director, Product Management | Leadership |
Himanshu Kumar | Senior Director Database Architecture | Leadership |
Cameron Moreau | Director, Lifecycle Marketing | Leadership |
Brian Ormsby | Vice President Customer Success | Leadership |
Jimmy Philip | Director - Strategic Accounts | Leadership |
Alex Kiritsy | Director Of Delivery Services, Planful For Marketing | Leadership |
Christine Bastelier | Regional Vice President Of Sales | Leadership |
Ahmed Awad | Vice President Of Sales Development | Leadership |
Kate Sheka | Director Of Revenue Operations | Leadership |
Farhad Baria | Sr. Director Finance At Planful Inc | Leadership |
Keith Kim | VP Finance | Leadership |
Rebecca McRoberts | Vp, Employee Success & Business Operations | Leadership |
Nancy Ramos-Armistead | Director, Global Training At Planful | Leadership |
Chris Howard | Senior Director, Global Partnerships | Leadership |
Melissa Dreuth | Chief Customer & People Officer | Leadership |
Richard Ford | Regional Sales Director APAC | Leadership |
Pier Barattolo | Chief Sales Officer | Leadership |
Sanjay Vyas | CTO | Leadership |
176 more people are available in the full profile.
Complete people profiles for Planful
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of Planful
Figures of Planful Software India Private Limited, the primary company behind Planful, for FY 2024. Revenue was ₹69.25 Cr (+7% year on year). Net profit was ₹6.60 Cr (10% margin). EBITDA was ₹10.62 Cr (15% margin). Revenue has grown at a compounded annual rate of +9% over three years and +9% over five years.
- ₹69.25 CrRevenue · FY 2024 · +7% YoY
- ₹6.60 CrNet profit · 10% margin
- ₹10.62 CrEBITDA · 15% margin
- ₹14.9 LakhPaid-up capital
- 219Employees (provident fund records)
- +9%Revenue CAGR, 3 years
- +9%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Planful Software India Private Limited are on its company page.
Detailed financial statements for Planful
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Planful
Planful has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Plannuh.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
AI-based platform for managing marketing campaigns and budgets is provided. | plannuh.com | Boston, United States | 2017 | Sep 2022 | •••• |
Complete acquisition details for Planful
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Planful
5 dated milestones of Planful across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Planful is founded.
- Funding First funding round of $6.0M.
- Exit Acquired by Vector Capital.
- Funding Latest funding round, Series E,.
- Acquisition Acquires Plannuh.
Competitors of Planful
Planful has 3 listed competitors in our database, 3 of them funded. They include Workday Adaptive Planning, Host Analytics and Anaplan.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| adaptiveinsights.com | 2003 | Palo Alto, United States | $150.35M | 416 | Cloud-based financial planning and analytics are delivered via SaaS. | |
| hostanalytics.com | 2000 | Redwood, United States | $72.15M | 153 | Cloud-based EPM applications for financial planning and analytics are delivered. | |
| anaplan.com | 2006 | San Francisco, United States | $300M | 834 | Operational planning and forecasting solutions are offered to businesses. |
Detailed competitors of Planful
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Planful
The website of Planful (planful.com) receives about 176.1K visits a month and ranks #222,746 among all websites worldwide, #529 in Accounting and Auditing.
- Monthly visits176.1K
- Unique visitors52.5K
per month
- Global rank#222,746
among all websites
- Category rank#529
Finance · Accounting and Auditing
- Bounce rate42%
- Pages per visit3.4
- Average visit2 min 53 sec
- DevicesDesktop 59% · Mobile 41%
Websites whose visitors overlap most with Planful. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| onestream.com | 100% | 148.7K | #253,867 | View details | |
| ey.com | 95% | 7.3M | #7,810 | View details | |
| trullion.com | 95% | 60.8K | #691,782 | View details | |
mastercardservices.com | mastercardservices.com | 94% | #146,081 | – | |
| workiva.com | 94% | 294.7K | #205,280 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Planful
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in SME & Vertical Software
3 companies that operate in the same segment as Planful (SME & Vertical Software) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Business management software is offered for home service providers. | 2007 | Glendale, California, United States | USD 1.1 B | USD 960.97 M | 3,049 | |
Provider of cloud-based POS software solutions for businesses and service providers | 1999 | San Francisco, California, United States | USD 923 M | 2,684 | ||
It offers a platform to schedule & manages appointments for beauty services | 2012 | San Francisco, California, United States | USD 168.82 M |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Planful
Complete news archive for Planful
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Planful
Planful was founded in 2000 and raised its 1st funding round 8 years after it was founded.
Planful is headquartered in Redwood City, United States. It is registered at Redwood City, California, United States.
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 A of $6M, raised on May 2008.
Planful has 191 employees.
The primary company behind Planful, Planful Software India Private Limited, reported revenue of ₹69.25 Cr for FY 2024, up 7% year on year.
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.
Planful's top competitors include Workday Adaptive Planning, Anaplan and Host Analytics.
Planful offers Planful Platform, Planful AI, and Data Integrations.
Planful has made 1 acquisition, including Plannuh.
Planful has 7 investors. Key investors include Vector Capital, Monroe Capital, StarVest Partners, Advanced Technology Ventures, and Next World Capital.
Planful operates through Planful Software India Private Limited.
Yes. Planful was acquired by Vector Capital in December 2018.