United States · Who invested in PlanSource Holdings?
PlanSource Holdings's investors include Lemhi Ventures, Great Hill Partners, ORIX Ventures and Timucuan Asset Management.
2012201320142015
$12MVenture$12MSeries B?Debt$70MSeries CUnited States · Series C startup
Who invested in PlanSource Holdings
4 rounds we have observed, with the 4 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.
Funding summaryUpdated 26 Oct 2026
$94Mraised across 4 rounds since 2012, from 4 sources
$12MVenture$12MSeries B$70MSeries C
- Latest round
- Series C, $70MAug 2015
- Step-upi
- 5.8×
- Investors
- 4
The funding story
Each circle is a round, placed by date and sized by amount. The line above is the running total.
- First round
- Venture, $12M Feb 2012
- Biggest round
- $70M Series C · Aug 2015
- Usual gap between rounds
- 16 months the median of 3
The rounds
- Aug 2015Series C$70M1 new
From a historical funding recordSEC filing: $40M sold, first sale Aug 2015
- May 2015DebtAmount undisclosed1 new
From a historical funding recordSEC filing: $40M sold, first sale Aug 2015
- Jan 2014
- Feb 2012
Who was in which round
The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.
Venture2012Series B2014Debt2015Series C2015
Lemhi Ventures
Great Hill Partners
ORIX Ventures
Timucuan Asset Management
Lemhi VenturesGreat Hill PartnersORIX VenturesTimucuan Asset ManagementEveryone who backed them
Missing a round, or an investor who was in one? Tell us.
Quick answers about PlanSource Holdings
How much has PlanSource Holdings raised?
PlanSource Holdings has raised $94M across 4 rounds since 2012. One round did not disclose an amount, so the total is a floor.
When did PlanSource Holdings last raise?
PlanSource Holdings's most recent round was a Series C of $70M in Aug 2015.
What was PlanSource Holdings's biggest round?
Its most recent round, $70M in Aug 2015, is also its largest on record.
Who backed PlanSource Holdings first?
PlanSource Holdings's first round on record, in Feb 2012, was backed by Lemhi Ventures.
What stage is PlanSource Holdings at?
PlanSource Holdings's latest named round is a Series C, in Aug 2015.
Where is PlanSource Holdings based?
PlanSource Holdings is based in the United States.
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