Companies · Other Technology

BrightPlan Group, Inc.

BOCA RATON · Other Technology

Diligence memoA one-page analyst read on BrightPlan Group, Inc. — recommendation, valuation, rhythm, risks.
$36.1M
Total raised · real
3
Rounds
0.2×
Latest step-up
Top 11%
Sector rank · raised
Series B
Latest stage · inferred · Mon Jan 05 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

BrightPlan Group, Inc. looks under-valued against its niche peers and is active on financing cadence.

Synthesized from the figures below est. — every claim rests on a number shown on this page. Valuation uses the technology sector profile.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Under-valued
  • Modeled value is 0.17× the median modeled value of Series B Other Technology companies in 2025–2027 (194 peers) — value vs value, same stage and era.
Active
  • Last raise 6 mo ago; this sector typically re-raises about every 13 months.
  • Raising on or ahead of the sector's normal rhythm.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Other Technology

BrightPlan Group, Inc. is one of 21302 Other Technology companies tracked from BOCA RATON. By capital raised it ranks among the largest (ahead of 90% of sector peers), and in the long tail by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
2
Investors (latest)
2021
Year incorporated
2026-01-05
First sale
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$50M$100M$150M$200MSeries A · 2021-03-19 Raised $9.6M (real) Modeled valuation $200M (est)$9.6M$200MSeries A2021Series B · 2024-02-09 Raised $22M (real) Modeled valuation $193M (est)$22M$193MSeries B2024Series B · 2026-01-05 Raised $4.0M (real) Modeled valuation $18M (est)$4.0M$18MSeries B2026+$22M+$4.0MCumulative $36M

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Series A$9.6M · 2021
Series B$22.5M · 2024
Series B extension$4.0M · 2026

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 50%.

Modeled valuation trajectory
$17.7M
Base estimate est.
$9.8M
Conservative case
$23.7M
Upside case
$22.3M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Ba $15M–$40M round). Valuation is modeled from stage benchmarks scaled by the technology sector profile. Directional, not a quoted figure.

Series A · modeled $199.5M · 2021-03-192021Series B · modeled $192.8M · 2024-02-09Series B · modeled $17.7M · 2026-01-052026
Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
67%
Survival probability
44% low · 81% high
1.42×/yr
Annual markup
1.72×/yr upside case
0.5 yr
Elapsed time used
0.5 yr actual, capped for stale marks
technology
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
29 mo
Avg between rounds
$7.5M/yr
Capital velocity
5.3 yr
On record since
2021
First round
3
Rounds on file
How it compares to the market

Benchmarked against 21302 companies in Other Technology. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 11× above median
This company$36.1M
Sector median$3.2M
Latest round — vs other Series B rounds in sector (real $, this stage) 0.2× of median
This company$4.0M
Sector median$19.2M
Modeled value — vs sector median (estimate, all stages) 0.5× of median
This company$17.7M
Sector median$37.3M

Raised more than 90% of sector peers (real $). Modeled value above 34% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series B) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful. This company ranks #176 of 194.

This companyCohort peer
$10.0M$100.0M$1.0B$10.0M$100.0M$1.0BCapital raised (log)Proscia Inc. · Series B Raised $113.9M · modeled $206.6M (est)Creditly Corp. · Series B Raised $53.0M · modeled $206.3M (est)Enbalg Group Corp · Series B Raised $51.0M · modeled $205.7M (est)Lumana Inc. · Series B Raised $37.0M · modeled $203.0M (est)ProrataAI, Inc. · Series B Raised $70.9M · modeled $201.8M (est)Augmodo Inc. · Series B Raised $37.6M · modeled $197.8M (est)Altera.AL, Inc. · Series B Raised $40.1M · modeled $190.5M (est)Optimal Dynamics, Inc. · Series B Raised $88.0M · modeled $188.7M (est)Agentio Inc. · Series B Raised $58.2M · modeled $187.6M (est)Urban Sky Theory, Inc. · Series B Raised $45.0M · modeled $186.5M (est)Mombak Holdings Ltd. · Series B Raised $61.5M · modeled $185.6M (est)Numeral Two Inc. · Series B Raised $53.1M · modeled $184.7M (est)BrightPlan Group, Inc. (this company) Raised $36.1M · modeled $17.7M (est)BrightPlan Group, Inc.
CompanyStageRaised · realValue · estvs peer med.
Proscia Inc.Series B$113.9M$206.6M2.03×
Creditly Corp.Series B$53.0M$206.3M2.02×
Enbalg Group CorpSeries B$51.0M$205.7M2.02×
Lumana Inc.Series B$37.0M$203.0M1.99×
ProrataAI, Inc.Series B$70.9M$201.8M1.98×
Augmodo Inc.Series B$37.6M$197.8M1.94×
Altera.AL, Inc.Series B$40.1M$190.5M1.87×
Optimal Dynamics, Inc.Series B$88.0M$188.7M1.85×
Agentio Inc.Series B$58.2M$187.6M1.84×
Urban Sky Theory, Inc.Series B$45.0M$186.5M1.83×
Mombak Holdings Ltd.Series B$61.5M$185.6M1.82×
Numeral Two Inc.Series B$53.1M$184.7M1.81×
BrightPlan Group, Inc. this companySeries B$36.1M$17.7M0.17×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Series A$9.6M2021-03-19$43.6M$199.5M90%
Series B$22.5M2024-02-09$124.8M$192.8M90%
Series B$4.0M2026-01-05$22.3M$17.7M90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Series A$9.6M2021-03-19
    • First recorded raise — entered as Series A.
    • 9 investors on this round.
  2. Series B$22.5M2024-02-09
    • Raised again after 35 mo — slower than the ~13 mo sector norm.
    • Round 2.3× larger than the prior — scaling up.
    • 11 investors on this round.
  3. Series B$4.0M2026-01-05
    • Raised again after 23 mo — slower than the ~13 mo sector norm.
    • Round 5.6× smaller than the prior — bridge or down round.
    • 2 investors on this round.
Intelligence
2028 ~Q2
Modeled next raise · ~29mo cadence
$4.0M
Modeled next size est.range $4.0M$6.4M
0.2×
Last step-up
$7.5M/yr
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
Robert Wallace1 other2021-03
Adam Christopher Whitaker2026-01
Charles Carmel2021-03
Christopher Kerckhoff2021-03
David Covin2021-03
Diane Christopher Strohfus2026-01
Diane J. Strohfus2024-02
Diane Strohfus2021-03
George J. Still, Jr.2024-02
George Still Jr.2021-03
Grace Christopher Garry2026-01
J. Christopher Kerckhoff2026-01
Joelle Ann Vail2026-01
Joelle J. Vail2024-02
Joseph Ann Vangsgard2026-01
Keith Christopher Taylor2026-01
Keith J. Taylor2024-02
Krutarth Christopher Shah2026-01
Krutarth J. Shah2024-02
Larry Christopher Robinson2026-01
Larry J. Robinson2024-02
Marthin De Beer2021-03
Naomi Ann Kantrowitz2026-01
Phillip Jung2026-01
Registry & provenance

BrightPlan Group, Inc. is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
1859791
SEC CIK
2021
Incorporated
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
Advanced Solutions Holdings, Inc.Other TechnologySeries B$36.0M$17.9Msame sector · same stage
Implantable Provider Group, Inc.Other TechnologySeries B$36.0M$17.5Msame sector · same stage
ForAllSecure, Inc.Other TechnologySeries B$36.2M$17.6Msame sector · same stage
Pluralsight Holdings, LLCOther TechnologySeries B$42.9M$18.3Msame sector · same stage
Jifiti.com Inc.Other TechnologySeries B$29.6M$17.9Msame sector · same stage
SmartAction Holdings, Inc.Other TechnologySeries B$24.9M$17.6Msame sector · same stage
Kryo, Inc.Other TechnologySeries B$22.3M$17.9Msame sector · same stage
PatientFi, LLCOther TechnologySeries B$93.3M$17.5Msame sector · same stage
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Brightn, Inc.Other TechnologyPre-Seed$1.2M93%
BrightSpec, Inc.Other TechnologySeries A$15.5M91%
Brightsign Holdings, LLCOther TechnologySeries A$73.6M90%
Brightest, Inc.Other TechnologyPre-Seed$19.1M90%
Bright.Md Inc.Other TechnologySeries B$509.5M89%
Brighthome, Inc.Other TechnologySeed$40.9M89%
BrightAI CorpOther TechnologySeries C$358.1M89%
Brightfield Holdings, Inc.Other TechnologySeries D+$3.8B89%
Frequently asked
How much funding has BrightPlan Group, Inc. raised?
BrightPlan Group, Inc. has raised approximately $36.1M in disclosed capital across 3 recorded financing rounds, aggregated from public filings.
What is BrightPlan Group, Inc.'s estimated valuation?
Provath's modeled valuation for BrightPlan Group, Inc. is approximately $17.7M (modeled range $9.8M–$23.7M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is BrightPlan Group, Inc. at?
BrightPlan Group, Inc.'s latest modeled financing stage is Series B. Its most recent recorded round closed around Mon Jan 05.
What does BrightPlan Group, Inc. do and where is it based?
BrightPlan Group, Inc. operates in the Other Technology sector, based in BOCA RATON.
Explore related

See where BrightPlan Group, Inc. sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

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