Overview
Salaries
Products
People
Growth
Offices
Financials

Funding and backers

Total raised
$14.6M
3 rounds on record
Latest round
$5M
Venture round · Feb 2026 · 7 mo ago
Team
43
US Form 5500 (plan participants) · Dec 2025 · +26% in a year
Backers
3
Converge, Elevate Ventures
The money's age
Fresh money
7 months since the last round · not hiring
Momentum
20/100
fresh money
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Feb 17 Raised a round Venture round $5M · SEC Form D 2025 Team of 43 was 34 · US Form 5500 (plan participants) Aug 7, 2024 Raised a round Venture round $3.9M · SEC Form D Jul 6, 2023 Raised a round Venture round $5.7M · SEC Form D 2020 Founded
Funding rounds
RoundDateAmountInvestorsSource
Venture round Feb 2026 $5M — SEC Form D
Venture round Aug 2024 $3.9M — SEC Form D
Venture round Jul 2023 $5.7M — SEC Form D
Registers and programsofficial lists and records that name the company
Legal entity Forecastr, Inc. SEC Form D
Founders and leadersfrom filings, registers and the company's site
Steven PlappertExecutive Officer, DirectorSEC Form D
Logan BurchettExecutive Officer, DirectorSEC Form D
Backed byfrom the funds' portfolios and accelerator catalogs

Visa sponsorship

  • United States · H-1B filings in 12 months: 2

Visa details by country

Overview

Ditch your spreadsheets! Grow revenue, manage cash, and raise capital with investor-grade financial planning software and fractional CFO services.

People

Steven Plappert
Executive Officer, Director
Logan Burchett
Executive Officer, Director
Daniel Einhorn
Director
John Shumate
Director
Robert Penta
Director
Steve Huey
Director
Phil Stern
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Louisville United States
HQ

Financials

Total raised
$14.6M
Latest round
Venture - Series Unknown
Funding rounds
3
Funding rounds
Round Announced Amount
Venture - Series Unknown 2026 $5M Details
Venture - Series Unknown 2024 $3.9M Details
Venture - Series Unknown 2023 $5.7M Details