Planhat is a next-generation customer platform designed for companies in the NRR (Net Revenue Retention) economy. The company has a remote-first approach and focuses on building a solid foundation for long-term success. It emphasizes personalization, individuality, and work-life balance for its global team members.

Niklas Skog

Kaveh Rostampor

Planhat

Sercom provides customer experience solutions through advanced technology and personalized services.

Sercom

Copilot provides client portal software designed for service businesses, enabling secure communication, invoicing, task management, and document sharing.

Copilot

Revenue Optimization is a consulting and services company for the hospitality, casino, and theme park industries, focused on driving maximum revenue potential for clients through various strategies.

Metric
Company Name	Planhat	Sercom	Copilot	Revenue Optimization
Symbol
MSH ID	COM:PLANHAT	BR:COM:SERCOM	COM:COPILOT	COM:REVENUEOPT
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Technology	Commercial & Professional Services	Technology	Commercial & Professional Services
Industry	Customer Success Platform	Customer Service	Software & IT Services	Consulting Services
Country		BR	US	US
Stage	Series A
Employee Count	101		11
Website	planhat.com	sercom.com.br	copilot.com	revenueopt.com
LinkedIn			copilotplatforms	revenue-optimization
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	130.06K	67	77.16K	5.60K
Web Traffic Growth	0.00		-0.03	0.00
Valuation
Raised Capital	50M

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:PLANHAT

Planhat

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

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

Metric
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