Tech Company Financing Transactions

PlanSource Funding Round

On 1/9/2014, PlanSource raised $12 million in Series B investment from Lemhi Ventures and Timucuan Asset Management.

Transaction Overview

Company Name
Announced On
1/9/2014
Transaction Type
Venture Equity
Amount
$12,000,000
Round
Series B
Proceeds Purpose
This investment allows us to stay on the leading edge of innovation and product development as we launch several exciting new products over the next year.

Company Information

Company Status
Acquired or Merged
Industry
Software
Mailing Address
101 South Garland Ave. 203
Orlando, FL 32801
USA
Email Address
Not Recorded
Overview
PlanSource helps employees discover and review benefit options with ease, as well as offer tools to help make complex benefit concepts and terminology simple. For Brokers, with the information and tools PlanSource provides, navigating the evolving landscape of healthcare becomes second nature.
Profile
PlanSource LinkedIn Company Profile
Social Media
PlanSource Company Twitter Account
Company News
PlanSource News
Facebook
PlanSource on Facebook
YouTube
PlanSource on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Dayne Williams
  Dayne Williams LinkedIn Profile  Dayne Williams Twitter Account  Dayne Williams News  Dayne Williams on Facebook
Chief Financial Officer
Michael Cooper
  Michael Cooper LinkedIn Profile  Michael Cooper Twitter Account  Michael Cooper News  Michael Cooper on Facebook
Chief Operating Officer
Nancy Sansom
  Nancy Sansom LinkedIn Profile  Nancy Sansom Twitter Account  Nancy Sansom News  Nancy Sansom on Facebook
Chief Technical Officer
Ryan Baldwin
  Ryan Baldwin LinkedIn Profile  Ryan Baldwin Twitter Account  Ryan Baldwin News  Ryan Baldwin on Facebook
President
Anita Messal
  Anita Messal LinkedIn Profile  Anita Messal Twitter Account  Anita Messal News  Anita Messal on Facebook
VP - Bus. Development
Bradley Taylor
  Bradley Taylor LinkedIn Profile  Bradley Taylor Twitter Account  Bradley Taylor News  Bradley Taylor on Facebook
VP - Sales
Phillip Carollo
  Phillip Carollo LinkedIn Profile  Phillip Carollo Twitter Account  Phillip Carollo News  Phillip Carollo on Facebook
VP - Sales
Adam Hameed
  Adam Hameed LinkedIn Profile  Adam Hameed Twitter Account  Adam Hameed News  Adam Hameed on Facebook


 

 

Browse more venture capital transactions:

Prev: 1/9/2014: FRX Polymers venture capital transaction
Next: 1/9/2014: Segmint venture capital transaction

 

Share this article

 


Where The Data Comes From

We do our best to report on tech company VC transactions. VC transactions on this site are sourced from news reports and company announcements. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.

 


Additional Resources for Entrepreneurs

Lists of Venture Capital and Private Equity Firms

Franchise Opportunities

Contributors

Business Glossary