-56%

est. 2Y upside i

Series B

Planned is the first source-to-pay service for Travel & Events accelerated by technology. Founded in 2017, Planned combines human service with AI to deliver cost-effective, scalable, and custom sourcing and booking services. Trusted by major clients including Nike, Block, and Airbnb, Planned consistently generates 13% in savings or more on multi-million dollar budgets, enabling more in-person connections with greater ROI.

Rank

#1002

Sector

Event Management Software

Est. Liquidity

~3Y

Data Quality

Data: Medium

Planned is a Series B company with an estimated $160M valuation and $11M revenue, operating in a large and growing event management software market.

Last updated: March 10, 2026

Bull (30%)+250%

Planned successfully leverages its AI-driven platform and new travel offering to aggressively capture significant market share from legacy incumbents like Cvent, reaching $60M+ in revenue by 2026-2027. This strong growth and differentiation justify a premium 9-10x revenue multiple, pushing valuation to $560M, a 3.5x return for the company.

Base (40%)+75%

Planned continues to grow its corporate client base and expand its platform, reaching $35M in revenue by 2026-2027. It maintains a competitive position against incumbents, leading to an exit valuation of $280M at an 8x revenue multiple, representing a 1.75x return.

Bear (30%)-60%

Increased competition from Cvent and a slower-than-expected recovery in corporate event spending lead to stalled growth, with revenue only reaching $15M by 2026-2027. Planned struggles to raise its next round, resulting in a down round or acquisition at $64M, which, given the $65M liquidation preferences, would wipe out most common stock value.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Investors hold $65M in liquidation preferences ahead of common shareholders. In an exit at or below $160M, common stock holders would see significantly reduced returns, potentially nothing if the exit is below $65M.

Dilution Risk

high

As a Series B company, Planned will likely need at least one, possibly two, more significant funding rounds, which will dilute existing shareholders.

Secondary Liquidity

none

For a Series B company of this size, active secondary markets for employee shares are highly unlikely.

Finance — 1 role

View all 8 open roles at Planned →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Given Cvent's dominant market position, how does Planned plan to sustain its competitive advantage and accelerate market share capture, especially with its new travel offering powered by Spotnana?”

  • 2

    “With $11M in revenue and a recent Series B, what are the key milestones and growth targets for the next 18-24 months, and how will the company measure success in expanding its $6.9B SAM?”

  • 3

    “Considering the Series B funding at an estimated $160M valuation and $65M in total capital raised, how is the company thinking about a liquidity event timeline for employees, and what are the plans regarding future dilution and potential secondary liquidity?”

Community

Valuation Sentiment

Our model estimates -56% 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.