Fundraising FoxPlannery
Palo Alto, US · Founded 2018 · 4 known investors
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Plannery offers personal loans and AI-powered financial planning to healthcare workers, with loans ranging from $1,050 to $21,000 and an optional employee benefit program. The platform provides credit counseling and debt consolidation services with below-market rates for qualifying healthcare professionals.
Founders & leadership
Board
Investors · 4
How we know: Green Egg Ventures's portfolio page · the VCSheet dataset · Not right? Tell us
How we know: NextView Ventures's portfolio page · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$4.1M disclosed across 1 round · 2021
▶$4.1MraisedDec 2021 · 5 investors · Other TechnologyRule 506(b)
- Andrew D. FirstDirector
- Lee HowerDirector
- Krishnan GopalakrishnanExecutive Officer, Director
- Offering amount
- $4.4M
- Amount sold
- $4.1M
- Minimum investment
- $1
- First sale
- Nov 2021
- Incorporated
- Corporation, Delaware, 2018
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Founder mafia
2 people who came through Plannery went on to found or lead other companies.
Frequently asked questions
- What does Plannery do?
- Plannery offers personal loans and AI-powered financial planning to healthcare workers, with loans ranging from $1,050 to $21,000 and an optional employee benefit program. The platform provides credit counseling and debt consolidation services with below-market rates for qualifying healthcare professionals.
- Who are Plannery's investors?
- Plannery's investors include Green Egg Ventures, NextView Ventures, Simplex Ventures, XYZ Venture Capital.
- How much funding has Plannery raised?
- Plannery has disclosed $4.1M raised across 1 round.
- Where is Plannery headquartered?
- Plannery is headquartered in Palo Alto, US.