About Plansight
Plansight is a private company based in Lehi, Utah. It has reported $18,788,881 raised in five offerings on Form D since March 2017. Its chief executive is J. Lunsford.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Feb 26, 2024 | Mar 11, 2024 | $4,989,590of $5.3M target | 12 | $415K | EquityRule 506(b) | Form D ↗ |
| Feb 3, 2023 | Feb 17, 2023 | $7,369,239fully sold | 22 | $334K | EquityRule 506(b) | Form D ↗ |
| Apr 26, 2019 | May 9, 2019 | $5,000,052fully sold | 2 | $2.5M | EquityRule 506(b) | Form D ↗ |
| May 17, 2018 | May 31, 2018 | $1,180,000fully sold | 5 | $236K | EquityRule 506(b) | Form D ↗ |
| Mar 10, 2017 | Mar 15, 2017 | $250,000target not set | 3 | $83,333 | Equity, Securities on exerciseRule 506(b) | Form D ↗ |
| Total, five offerings | $18,788,881 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on Plansight's Form D filed Mar 11, 2024.
AS
Andy Sellers
Director
AD
Alex Dunn
Director
JL
J. Lunsford
Chief Executive Officer and director
TP
Todd Pedersen
Director
CT
Chris Toyn
Executive officer
JH
James Horton
Director
SO
Steven Overton
Executive officer and director
DS
David Sitterud
Director
Earlier filings also listed Vincent McAllister (director, last listed Mar 2017).