Forecastr
Techstars '20Louisville, US · Founded 2020 · Delaware corporation · 13 known investors
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.
Founders & leadership
Forecastr was founded in 2020 by Steven Plappert, Logan Burchett, Jonathan Frazier, and Steven Ambs.
Board
RP
DE
SH
JS
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$14.6M disclosed across 3 rounds · 2023–2026
▶$5MraisedMay 2026 · 27 investors · Other Banking and Financial ServicesRule 506(b)
▶$5MraisedMay 2026 · 27 investors · Other Banking and Financial Services
Rule 506(b)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
▶$3.9MraisedAug 2024 · 25 investors · Other TechnologyRule 506(b)
▶$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
▶$5.7MraisedJul 2023 · 33 investors · Other TechnologyRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 9
by search overlap
Wise215 shared keywordsWise is a financial platform offering international money transfers, multi-currency accounts, and debit cards with low fees and competitive exchange rates, serving millions of users globally.
Eqvista181 shared keywordsEqvista provides equity management software and 409A valuation services for startups and private companies. The platform combines cap table management, company valuations, and compliance tools to help founders manage ownership from formation through pre-IPO.
Cube170 shared keywordsCube is an AI-powered financial intelligence platform for FP&A teams that integrates with Excel, Google Sheets, PowerPoint, Slack, and source systems to automate financial planning, analysis, and reporting. It serves finance teams across organizations seeking to reduce manual work and improve data accuracy.
BDC Capital165 shared keywordsBusiness Development Bank of Canada (BDC) provides financing, advisory services, and educational resources to Canadian entrepreneurs and small and medium-sized businesses. It offers loans, working capital, and tailored support programs, including dedicated resources for Black, Indigenous, and women entrepreneurs.
Intuit®158 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Vena Solutions152 shared keywordsVena is an Excel-native financial planning and analysis (FP&A) platform with AI agents that helps enterprises with budgeting, forecasting, reporting, and financial close management. Built to integrate with Microsoft 365 and connect ERP, CRM, and HRIS data, it serves finance teams looking to plan, report, and consolidate on a single platform.
Abacum146 shared keywordsAbacum is a financial planning and analysis (FP&A) platform designed for mid-market finance teams. The platform enables clients to manage planning models without requiring system administrators, supporting faster implementation and adoption across finance and broader organizational teams.
Visible143 shared keywordsVisible provides a platform for founders to send regular investor updates, manage investor relationships, and run fundraising processes. The software offers tools for creating professional updates, tracking engagement, sharing pitch decks, and maintaining data rooms for capital raising.
Bill.com Holdings, Inc.128 shared keywordsBILL is a unified financial operations platform that automates accounts payable, receivables, and spend management for businesses. The platform processes over $345 billion in annual payment volume and serves nearly 500,000 customers across the US and 130+ countries.
Companies competing with Forecastr for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Forecastr do?
- 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.
- Who founded Forecastr?
- Forecastr was founded by Steven Plappert, Logan Burchett, Jonathan Frazier, Steven Ambs in 2020.
- Who are Forecastr's investors?
- Forecastr's investors include Capital Midwest Fund, Chartline Capital Partners, Connetic Ventures, Converge, Elevate Ventures, Interlock Capital, Render Capital, Resolute Ventures and 5 more.
- How much funding has Forecastr raised?
- Forecastr has disclosed $14.6M raised across 3 rounds.
- Where is Forecastr headquartered?
- Forecastr is headquartered in Louisville, US.