CFO Plans
PrivateLast Round
VC Round
Mar 1, 2023
Momentum
Top 25%
of companies Caplight tracks
Company Overview
CFO Plans operates in FinTech and is based in Burbank, California. Its latest recorded funding round was a VC Round in March 2023.
CFO Plans is a financial services company that provides a subscription-based one-stop shop for accounting, tax, and CFO services.
Sector
FinTech
Verticals
Accounting & Expense, Compliance, Workflow Automation
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
CFO Plans Comparables
Compare CFO Plans with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| inDinero | 93% | |
| Rooled | 92% | |
| airCFO | 91% |
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CFO Plans Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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CFO Plans Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Founder Partners | VC Round |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 24, 2026
Monthly visitors grew 615% MoM, reaching 2.6K.
- Mar 1, 2023
Raised a VC Round with participation from Founder Partners.
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CFO Plans Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about CFO Plans's valuation, stock price, and market status.
Is CFO Plans a public or private company?
CFO Plans is a private company.
What is the current stock price of CFO Plans?
CFO Plans is a private company, so its shares have no public market price. Caplight tracks CFO Plans's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is CFO Plans worth (valuation)?
Valuation information for CFO Plans is not publicly available.
Can I buy CFO Plans stock?
CFO Plans shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was CFO Plans's last funding round?
CFO Plans's most recent funding round was VC Round on March 1, 2023.
Who are the main investors in CFO Plans?
Key investors in CFO Plans include Founder Partners.
Will CFO Plans IPO soon?
No public IPO plans have been announced for CFO Plans.
How can I track CFO Plans secondary market activity?
Caplight tracks bids, offers, and trades in CFO Plans's shares on secondary markets.