PlanStreet Overview

  • Year Founded
  • 2017

Year Founded

  • Status
  • Private

  • Employees
  • 30

Employees

  • Latest Deal Type
  • Seed

  • Latest Deal Amount
  • $1M

  • Investors
  • 4

PlanStreet General Information

Description

Developer of a case management platform intended to empower non-profit teams to perform at their highest level by automating processes. The company's platform offers features such as collecting and analyzing data, scheduling appointments, creating and tracking reports, and managing finances to deliver measurable outcomes, enabling organizations to identify trends, improve efficiency, productivity, and decision-making, and measure the impact of services.

Contact Information

Website
www.planstreet.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 220 Lexington Green Circle
  • Suite 110
  • Lexington, KY 40503
  • United States
+1 (859)
Primary Industry
Business/Productivity Software
Other Industries
Application Software
Vertical(s)
SaaS, Mobile
Corporate Office
  • 220 Lexington Green Circle
  • Suite 110
  • Lexington, KY 40503
  • United States
+1 (859)

Want detailed data on 11M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

PlanStreet Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Seed Round 16-Oct-2023 $1M Completed Generating Revenue
3. Seed Round Completed Generating Revenue
2. Seed Round 10-Oct-2022 $50K $200K Completed Generating Revenue
1. Debt - General 13-Apr-2021 $150K $150K Completed Generating Revenue
To view PlanStreet’s complete valuation and funding history, request access »

PlanStreet Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Seed-2
Seed
Seed-3 5,796 $0.000100 8% $4.47 $4.47 1x $4.47 0.38%
Seed-1 36,479 $0.000100 8% $1.37 $1.37 1x $1.37 2.38%
To view PlanStreet’s complete cap table history, request access »

VC Exit Predictor

See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.

Opportunity Score

Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.

Exit Type

Evaluates the likelihood of a successful exit for investors, and the most likely exit type.

Request a free trial

PlanStreet Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a case management platform intended to empower non-profit teams to perform at their highest level by automa
Business/Productivity Software
Lexington, KY
30 As of 2025

Austin, TX
 

West Valley City, UT
 
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

PlanStreet Competitors (5)

One of PlanStreet’s 5 competitors is Bonterra, a Private Equity-Backed company based in Austin, TX.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Bonterra Private Equity-Backed Austin, TX
CaseWorthy Private Equity-Backed West Valley City, UT
Casebook Venture Capital-Backed New York, NY
Foothold Technology Corporate Backed or Acquired New York, NY
Wellsky Human & Social Services Corporation Corporation Reston, VA
You’re viewing 5 of 5 competitors. Get the full list »

PlanStreet Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

PlanStreet Investors (4)

Investor Name Investor Type Holding Investor Since Participating Rounds
Bluegrass Angels Angel Group Minority
Keyhorse Capital Venture Capital Minority
Okapi Venture Capital Venture Capital Minority
Expert DOJO Venture Capital Minority
To view PlanStreet’s complete investors history, request access »

Ready to get started?

Request a free trial

PlanStreet FAQs

  • When was PlanStreet founded?

    PlanStreet was founded in 2017.

  • Where is PlanStreet headquartered?

    PlanStreet is headquartered in Lexington, KY.

  • What is the size of PlanStreet?

    PlanStreet has 30 total employees.

  • What industry is PlanStreet in?

    PlanStreet’s primary industry is Business/Productivity Software.

  • Is PlanStreet a private or public company?

    PlanStreet is a Private company.

  • What is the current valuation of PlanStreet?

    The current valuation of PlanStreet is .

  • What is PlanStreet’s current revenue?

    The current revenue for PlanStreet is .

  • How much funding has PlanStreet raised over time?

    PlanStreet has raised $2.23M.

  • Who are PlanStreet’s investors?

    Bluegrass Angels, Keyhorse Capital, Okapi Venture Capital, and Expert DOJO have invested in PlanStreet.

  • Who are PlanStreet’s competitors?

    Bonterra, CaseWorthy, Casebook, Foothold Technology, and Wellsky Human & Social Services Corporation are competitors of PlanStreet.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read more

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process