About Planview
Planview is a Technology company based in Austin (United States) founded in 1989, and was acquired by TPG in November 2020. Cloud-based enterprise software for project management and collaboration is offered. It operates on a SaaS (Software-as-a-Service) and Professional Services model. Planview has raised $25 million across 2 funding rounds from investors including TPG, Apax Partners and Thoma Bravo. The company has 359 employees. Planview has completed 12 acquisitions, including Aptage, Changepoint and Clarizen. Its website planview.com draws about 377 thousand monthly visits. Its Indian entity Planview India Private Limited reported revenue of βΉ177 Cr. Planview offers products and services including Strategic Portfolio Management, Digital Product Development, Value Stream Management, and Enterprise Agile Planning. Its focus areas include Software and Enterprise Software. Its competitors include CA Technologies, KeyedIn and Changepoint; 2 of its 3 listed competitors have raised funding.
Company details
Planview is established as a leader in strategic portfolio management and digital product development solutions. The company is focused on delivering AI-powered software for enterprise-wide project and product portfolio management. Solutions are provided across various sectors including technology, professional services, and software development. Enterprise Agile planning, value stream management, and software toolchain integration are among the key offerings. The platform is designed to help organizations prioritize investments, accelerate value delivery, and adapt to changing conditions with confidence.
- Headquarters Austin, United States
- Employees 359
- Stage Acquired
- SectorsTechnology
- Website category Computers Electronics and Technology · Programming and Developer Software
- Phoneβ’β’β’β’ β’β’β’β’
- Website planview.com
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by TPG (Nov 2020)
- Legal Name Planview, Inc.
- Date of Incorporation 03 Feb, 2012
- Jurisdiction Bangalore, Karnataka, India
Associated legal entities of Planview
Planview operates through Planview India Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Planview India Private Limited CIN U72200KA2012PTC062370 | Active | 03 Feb 2012 | Bangalore, Karnataka | ₹177 Cr | 359 | 3 | View details |
Products & Services of Planview
Planview offers a comprehensive portfolio of products and services, including Strategic Portfolio Management, Digital Product Development, Value Stream Management, and Enterprise Agile Planning.
Enterprise-wide management of project and product portfolios is provided.
Continuous visibility into digital product development is enabled.
Software development efficiency is measured and managed effectively.
Agile transformation is driven customized to organizational needs.
Apps and channels of Planview
its YouTube channel Planview has 2.17K subscribers and 30 videos.
Videos from Planview
The most watched videos on Planview's YouTube channel, Planview (2.17K subscribers). Click a video to play it here.
More on Planview.
Funding Insights of Planview
Planview has successfully raised a total of $25M across 2 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 $25M
- Total Rounds 2
- First Round $25M
(Oct 2004)
- Investors Count 2
All 2 funding rounds of Planview 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 |
|---|---|---|---|---|---|
| Dec 2013 | Private Equity Round | β | β | ||
| Oct 2004 | $25M | Series B | β | β |
5 investors in total: 5 institutional.
Investors in Planview
Planview has secured backing from 5 investors, including venture fund investors. Prominent investors backing the company include TPG, Apax Partners and Thoma Bravo.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment firm scaling software and technology companies from early to late stages. | insightpartners.com | |||
Equity investments are focused on tech, services, and consumer sectors. | 1981 | apax.com | Hong Kong, China | |
Multiple sectors are invested in by private equity firm TA. | ta.com | Boston, United States | ||
Software and technology-enabled services companies are targeted for investment. | 1980 | thomabravo.com | Chicago, United States | |
Fund of funds focused on pre-seed and seed-stage companies | 1992 | tpg.com | Fort Worth, United States |
Investor details for Planview
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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Board of directors of Planview India Private Limited (Planview)
Planview India Private Limited is the primary company behind Planview. The board of Planview India Private Limited currently have 3 directors; the longest-serving is Shalini Sankarshana, appointed in 2022. 5 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Shalini Sankarshana DIN 09744192 | Director | 03 Oct 2022 | 4 yrs 1 mo | Planview India Private Limited |
| Christine Renee Carsen DIN 09010498 | Director | 30 Sep 2024 | 2 yrs 1 mo | Planview India Private Limited |
| Subramanian Krishnamurthy DIN 10784193 | Director | 30 Sep 2024 | 2 yrs 1 mo | Planview India Private Limited |
People of Planview
443 people are tracked at Planview (88 in leadership, 355 in team); the tracked headcount is 359.
| Name | Role | Group |
|---|---|---|
Randa Dauphinee | Director Of Fp&a | Leadership |
Louise K. Allen | Chief Product Officer | Leadership |
Cameron van Orman | Chief Marketing & Strategy Officer & GM, Automotive Solutions | Leadership |
Chris Carsen | Chief Legal Officer | Leadership |
Matt Zilli | President, Field Operations | Leadership |
Razat Gaurav | CEO | Leadership |
Jay Nelson | Chief People Officer | Leadership |
Stephen Meserve | Vice President, Product And Customer Marketing | Leadership |
Glenn Hawkins Cooper | Area Director | Leadership |
Mik Kersten | Chief Technology Officer | Leadership |
Wendy Willard | Director, Product Design | Leadership |
Anthony Praveen Thilak | Director, Product Development (acquired By Planview) | Leadership |
| Country Manager & Managing Director – India | Leadership | |
Jean-Claude le Duc | Director, Customer Engagement | Leadership |
Ashley Rivera | Sr. Director, Total Rewards | Leadership |
Chris Nester | CFO | Leadership |
Amichai Faran | Director, Evolve Strategic Advisory Services | Leadership |
Vishal Dhawan | Chief Revenue Officer- Asia Pacific & Middle East | Leadership |
Paul Jacobs | Director Product Management - Cross Product Solutions | Leadership |
Mark Wilson | Sales Director, ANZ | Leadership |
423 more people are available in the full profile.
Complete people profiles for Planview
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Financials of Planview
Figures of Planview India Private Limited, the primary company behind Planview, for FY 2025. Revenue was ₹177 Cr (+19% year on year). Net profit was ₹18.56 Cr (10% margin). EBITDA was ₹32.60 Cr (18% margin). Revenue has grown at a compounded annual rate of +66% over three years and +47% over five years.
- ₹177 CrRevenue · FY 2025 · +19% YoY
- ₹18.56 CrNet profit · 10% margin
- ₹32.60 CrEBITDA · 18% margin
- ₹10 LakhPaid-up capital
- 359Employees (provident fund records)
- +66%Revenue CAGR, 3 years
- +47%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Planview India Private Limited are on its company page.
Detailed financial statements for Planview
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Investments & Acquisitions by Planview
Planview has strategically engaged in corporate development activities, having acquired 12 companies. Notable acquisitions include Aptage, Changepoint and Clarizen.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Enterprise project and portfolio management software is offered by Sciforma. | sciforma.com | Los Gatos, United States | 1982 | Feb 2025 | β’β’β’β’ | |
Data analytics software is offered for visualization and insights. | enrichconsulting.com | San Jose, United States | 1998 | Jun 2022 | β’β’β’β’ | |
Cloud-based application lifecycle management software is provided for DevOps integration. | tasktop.com | Vancouver, Canada | 2007 | May 2022 | β’β’β’β’ | |
Enterprise project management and collaboration software is delivered. | clarizen.com | San Mateo, United States | 2006 | Jan 2021 | β’β’β’β’ | |
Professional services automation and project portfolio management software are provided. | changepoint.com | Richmond Hill, United States | 1994 | Jan 2021 | β’β’β’β’ | |
AI-based project management solutions are offered by Aptage. | aptage.com | Austin, United States | 2016 | Jul 2020 | β’β’β’β’ | |
Cloud-based platform for managing corporate idea lifecycles is utilized. | spigit.com | Austin, United States | 1989 | Dec 2018 | β’β’β’β’ | |
Cloud-based workflows are visualized with real-time project metrics. | leankit.com | Franklin, United States | 2009 | Dec 2017 | β’β’β’β’ | |
Cloud-based project portfolio management solutions are offered to enterprises. | innotas.com | San Francisco, United States | 2000 | Aug 2016 | β’β’β’β’ | |
Provider of software development services | torux.com | 2003 | May 2015 | β’β’β’β’ |
Complete acquisition details for Planview
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
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Timeline of Planview
15 dated milestones of Planview across 36 years, from founding to its latest funding, stage changes and deals.
- Founded Planview is founded.
- Funding First funding round of $25.0M.
- Funding Latest funding round, Private Equity Round,.
- Acquisition Acquires torux.com.
- Acquisition Acquires Innotas.
- Exit Acquired by Thoma Bravo.
- Acquisition Acquires LeanKit.
- Acquisition Acquires Spigit.
- Acquisition Acquires Aptage.
- Exit Acquired by TPG.
- Acquisition Acquires Changepoint.
- Acquisition Acquires Clarizen.
- Acquisition Acquires Tasktop.
- Acquisition Acquires Enrich Consulting.
- Acquisition Acquires Sciforma.
Competitors of Planview
Planview has 3 listed competitors in our database, 2 of them funded. They include CA Technologies, KeyedIn and Changepoint.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ca.com | 1976 | New York, United States | 14 | IT infrastructure and identity management solutions are delivered for enterprises. | ||
| keyedin.com | 2011 | Minneapolis, United States | $52.27M | 47 | Project portfolio management platform | |
| changepoint.com | 1994 | Richmond Hill, United States | $5.5M | 494 | Professional services automation and project portfolio management software are provided. |
Detailed competitors of Planview
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of Planview
The website of Planview (planview.com) receives about 377.1K visits a month and ranks #163,225 among all websites worldwide, #3,678 in Programming and Developer Software.
- Monthly visits377.1K
▲ 16.1% vs previous month
- Unique visitors122.8K
per month
- Global rank#163,225
among all websites
- Category rank#3,678
Computers Electronics and Technology · Programming and Developer Software
- Bounce rate59%
- Pages per visit1.8
- Average visit47 sec
- DevicesDesktop 67% Β· Mobile 33%
Websites whose visitors overlap most with Planview. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| daptiv.com | 100% | 3.4K | #4,768,728 | View details | |
| planisware.com | 100% | 113K | #358,581 | View details | |
| niku.com | 99% | View details | |||
metier.com | metier.com | 90% | #515,747 | β | |
| powersteeringsoftware.com | 84% | View details | |||
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
All 40 similar websites and full traffic analytics for Planview
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- 40 similar websites
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Verified entity values are shown only after access is granted.
Top companies in Enterprise Collaboration & Video Tools
3 companies that operate in the same segment as Planview (Enterprise Collaboration & Video Tools) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based team communication and collaboration platform is provided. | 2009 | San Francisco, California, United States | USD 1.22 B | 2,555 | ||
Collaborative platform for design prototyping and feedback is provided. | 2012 | San Francisco, California, United States | USD 748.62 M | 2,877 | ||
AI-based platform for secure collaboration and content management is utilized. | 2005 | Redwood City, California, United States | USD 692.63 M | USD 1.18 B | 4,447 |
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Related news about Planview
Complete news archive for Planview
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Frequently Asked Questions about Planview
Planview was founded in 1989 and raised its 1st funding round 15 years after it was founded.
Planview is headquartered in Austin, United States. It is registered at Austin, Texas, United States.
Planview is a funded company, having raised a total of $25M across 2 funding rounds to date. The company's 1st funding round was a Series B of $25M, raised on Oct 2004.
Planview has 359 employees.
The primary company behind Planview, Planview India Private Limited, reported revenue of βΉ177 Cr for FY 2025, up 19% year on year.
Planview is established as a leader in strategic portfolio management and digital product development solutions. The company is focused on delivering AI-powered software for enterprise-wide project and product portfolio management. Solutions are provided across various sectors including technology, professional services, and software development. Enterprise Agile planning, value stream management, and software toolchain integration are among the key offerings. The platform is designed to help organizations prioritize investments, accelerate value delivery, and adapt to changing conditions with confidence.
Planview's top competitors include CA Technologies, Changepoint and KeyedIn.
Planview offers Strategic Portfolio Management, Digital Product Development, Value Stream Management, and Enterprise Agile Planning.
Planview has made 12 acquisitions, including Aptage, Changepoint, and Clarizen.
Planview has 5 investors. Key investors include TPG, Apax Partners, Thoma Bravo, Insight Partners, and TA Associates.
Planview operates through Planview India Private Limited.
Yes. Planview was acquired by TPG in November 2020.

