-58%

est. 2Y upside i

Series A

The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best.

Rank

#3366

Sector

Customer Success Software

Est. Liquidity

~2Y

Data Quality

Data: Low

For a job candidate, Planhat equity is highly risky with an expected -57.5% return over 2 years due to a stale high valuation (532.5M on $33M ARR) and multiple compression.

Last updated: July 19, 2026

Bull (17%)+12%

Multiple holds at 16x due to IPO window and Gartner leadership; projected revenue $44M gives $704M exit. After 20% dilution, upside 12.2%.

Base (38%)-54%

Multiple converges to 8x as growth slows; exit $352M. After 20% dilution, downside -53.9%.

Bear (45%)-87%

Multiple compresses to 4x due to incumbent pressure; exit $176M. After 20% dilution, downside -86.9%.

Est. time to liquidity~2.0 years

Preference Stack Risk

moderate

Funding Intensity

940%

Total preferred funding $50M equates to 9.4% of current valuation; in bear case, common stock still recovers value above preference.

Dilution Risk

high

Probable capital raise within 2 years given age of last round; 20% dilution assumed from future round.

Secondary Liquidity

none

No secondary market noted; employee equity likely illiquid until IPO or acquisition.

View all 20 open roles at Planhat →

Last updated: February 17, 2026

Questions to Ask at the Interview

Strategic questions based on Planhat's data — designed to show you've done your homework.

  • 1

    “How does Planhat's AI automation differentiate against Salesforce's Customer Success Cloud?”

  • 2

    “Given 22% growth and profitability, why not raise Series B sooner?”

  • 3

    “What is the expected timeline to liquidity, and has the board discussed secondary sales?”

Community

Valuation Sentiment

Our model estimates -58% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.