Fundraising Fox

Forecastr

Techstars '20

Louisville, US · Founded 2020 · Delaware corporation · 13 known investors

forecastr.co ↗

Forecastr provides financial planning and CFO services to early-stage founders and startups, helping them prepare for funding rounds and manage company growth. The platform serves founders and startup leaders who need outsourced financial leadership and strategic planning.

Enterprise SoftwareFintechSaaSin /forecastr@forecastr

Founders & leadership

SP
Steven PlappertFounder
LB
Logan BurchettFounder
JFJonathan Frazier
Jonathan FrazierFounder
SA
Steven AmbsFounder
JS
John ShumateDirector
RP
Robert PentaDirector
DE
Daniel EinhornDirector
SH
Steve HueyDirector

Investors · 13

Capital Midwest FundMequon
Chartline Capital PartnersWilmington · $500K – $5M
Connetic VenturesCovington · $250K – $500K
ConvergeCambridge · $500K – $5M
Elevate VenturesIndianapolis · $20K – $2M
Interlock CapitalSan Diego · $25K – $50K
Render CapitalLouisville · $750K – $1.3M
Resolute VenturesSan Francisco · $1M
Root and Shoot VenturesLos Angeles
TechstarsBoulder · $220K
Venture FirstLouisville
Future Labs CapitalreportedJeffersonville
Strike VenturesreportedLouisville

Reported raises · per SEC filings

Form D private placements
▶$5MraisedMay 2026 · 27 investors · Other Banking and Financial Services
Rule 506(b)
Forecastr closes $7 million Series A funding round - Louisville Business Firstbizjournals.com · May 2026
Officers, directors & promoters on the filing
  • Robert PentaDirector
  • Steven PlappertExecutive Officer, Director
  • Phil SternDirector
  • Steve HueyDirector
  • Logan BurchettExecutive Officer, Director
  • Daniel EinhornDirector
Offering amount
$8M
Amount sold
$5M
First sale
Feb 2026
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.9MraisedAug 2024 · 25 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Robert PentaDirector
  • Daniel EinhornDirector
  • Steven PlappertExecutive Officer, Director
  • Steve HueyDirector
  • Logan BurchettExecutive Officer, Director
Offering amount
$4M
Amount sold
$3.9M
First sale
Aug 2024
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$5.7MraisedJul 2023 · 33 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Steven PlappertExecutive Officer, Director
  • Logan BurchettDirector
  • Daniel EinhornDirector
  • John ShumateDirector
  • Robert PentaDirector
Offering amount
$5.7M
Amount sold
$5.7M
First sale
Jul 2023
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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