Planful is a financial performance management company that helps businesses achieve peak performance in finance, accounting, human resources, and marketing through its products.

Jim Eberlin

Sreedhar Peddineni

Planful

OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource, and Work Management Platform that connects with various tools for a complete view into all work across an enterprise. They provide solutions for strategic portfolio management, adaptive project portfolio management, and professional service automation, among others.

OnePlan

Bavest provides infrastructure for accessing financial data and alternative data such as sentiment, ESG, and climate data, as well as portfolio analysis using AI.

Bavest

Monspire provides AI-powered financial tools for small businesses, offering cash flow forecasting and financial insights.

Metric
Company Name	Planful	OnePlan	Bavest	Monspire
Symbol
MSH ID	COM:PLANFUL	AI:ONEPLAN	CO:BAVEST	COM:MONSPIRE
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Technology	Financial Services & Finance	Financial Services & Finance
Industry	Financial Technology	Software Development	Financial Technology	Financial Technology
Country		US	DE	GB
Stage
Employee Count	251
Website	planful.com	oneplan.ai	bavest.co	monspire.com
LinkedIn
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic		47.77K
Web Traffic Growth		16.90
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

PLAN

COM:PLANFUL

Planful

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

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Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

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Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue