Companies · AI / ML
San Francisco · CA, USA · AI / ML · founded 2026 · https://www.plena.health/
Diligence memoA one-page analyst read on Plena Health — recommendation, valuation, rhythm, risks.→Plena Health: limited disclosed financing to assess.
Synthesized from the figures below est. — every claim rests on a number shown on this page.
Plena Health is one of 2067 AI / ML companies tracked from San Francisco, CA, USA, on record since 2026. By capital raised it ranks mid-pack (ahead of 62% of sector peers), and mid-pack by modeled valuation est..
Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.
AI analyst read est. — model-extracted from this company's public description, not a verified fact. 30%
operates a technology-led product inferred from public copy
Grounded in: “You are a venture analyst”
Plena is the AI operating system for specialty medical practices
Plena is the AI operating system for specialty medical practices. We automate the administrative workflows that keep clinics running — referrals, fax intake, scheduling, procedure compliance, and collections — end to end, across all the systems a practice already uses. Unlike point solutions that cover a slice of the problem, Plena becomes the operating layer across the entire practice, connecting the systems, teams, and workflows that keep it running. In 10 months we've grown 17x and crossed seven figures in committed ARR across six specialties and eight states, with 80% of growth through word of mouth.
As reported in public records reported — not modeled.
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.
No round amounts on record to chart.
No staged rounds to sequence.
Round size and date are reported; the stage label is inferred from round size. Valuation is modeled from stage benchmarks. Directional, not a quoted figure.
Not enough modeled valuation points to chart a trajectory.
Benchmarked against 2067 companies in AI / ML. 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.
Raised more than 62% of sector peers (real $). Modeled value above 62% of peers (estimate).
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.
| Stage | Amount · real | Announced | Post-money · est | Value · est | Conf. |
|---|---|---|---|---|---|
| No rounds recorded. | |||||
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.
Plena Health is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.
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.
| Company | Sector | Stage | Raised · real | Value · est | Why similar |
|---|---|---|---|---|---|
| Accord | AI / ML | — | — | — | same sector |
| Acely | AI / ML | — | — | — | same sector |
| Aedilic | AI / ML | — | — | — | same sector |
| Aemon | AI / ML | — | — | — | same sector |
| Affogato AI | AI / ML | — | — | — | same sector |
| Aftercare | AI / ML | — | — | — | same sector |
| Agentic Labs | AI / ML | — | — | — | same sector |
| Ai Aiba | AI / ML | — | — | — | same sector |
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.
| Company | Sector | Stage | Value · est | Match |
|---|---|---|---|---|
| Pelica Transforming healthcare operations with AI agents | Healthtech | — | — | 80% |
| Wedge Palantir for Healthcare AI Agents | AI / ML | — | — | 79% |
| Care GP AI agents to run primary healthcare operations | AI / ML | — | — | 78% |
| TakeCareOS AI-native operating system for long term care providers | AI / ML | — | — | 77% |
| Locata AI Referral Automation for Primary Care Clinics | Healthtech | — | — | 76% |
| Mederva Longevity for the 99%. | AI / ML | — | — | 76% |
| Eos AI Autonomous OS for healthcare | Healthtech | — | — | 76% |
| Prosper AI Phone Agents for Healthcare Operations | Healthtech | — | — | 76% |
See where Plena Health sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.
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