Forecastr
Forecastr provides financial modeling and planning tools for businesses, assigning dedicated analysts to build investor-grade models and reports. The 55-person company has raised $20M in Series A funding.
The growth story
Forecastr grew from 25 to 55 employees between 2021 and 2026, raising $20M along the way, most recently a Series A in May 2026.
About
Forecastr sells software and services to help businesses create financial models for strategic planning and investor reporting. Its tools include automated accounting integrations, scenario analysis, and hiring plans tied to growth projections.
The company has grown to 55 employees since its 2018 founding and raised $20M in Series A funding in May 2026. Its investor group includes Access Ventures, Capital Midwest Fund, and Discover Financial Health Improvement Fund.
Founders and leadership
Forecastr's largest function is finance, with 13 employees in that department. The company is led by a team with backgrounds in financial services and venture capital.
The Forecastr org chart
Steven Plappert (Co-Founder & CEO) leads 15 mapped leaders with 2 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Finance 18 (+6% YoY), Sales 8 (0% YoY), Business Development 6 (-14% YoY), Marketing 5 (+25% YoY), Entrepreneurship 4 (0% YoY), Customer Success and Support 3 (-25% YoY).
Talent flow
Forecastr recruits heavily from local education and financial institutions, with multiple hires from Capture Higher Ed, The Learning House, and University of Kentucky. Alumni have gone on to found companies like Farsight and Harmony AI.
Most common previous employers of Forecastr staff: Capture Higher Ed (4), The Learning House (3), Venture First (2), Fomeno (2), University of South Dakota (2), Kentucky Public Pensions Authority (1). Former Forecastr employees most often moved to Legacy Farmer (2), F&F Ventures (1), Harmony AI (tryharmony.ai) (1), Amivi Advisory (1), Nacho (1), HeyBuddy (1).
Alumni worth knowing
The Forecastr mafia
Forecastr alumni have founded at least 8 companies, including Farsight (43 employees), Nacho (37 employees), and Harmony AI (16 employees).
8Zack Pennington, was Chief Product Officer until 2023George Munguia, was Manager Strategic Partnerships until 2024Marina Vieva, was Fractional CFO until 2026Andrew Abraham, was Startup Financial Analyst until 2025Sandeep Kondury, was Financial Analyst until 2024
John Chunduru, was Junior Financial Analyst until 2023
Steven Ambs, was Technical Co-Founder / Chief Design Officer until 2022Web traffic
Traffic mix: 31% direct, 34% search, 3% social, 7% paid.
What this company is made of
Most common skills at Forecastr: Financial Modeling (21), Microsoft Excel (20), Leadership (20), Financial Analysis (18), Microsoft Office (17), Communication (16), Customer Service (16), Time Management (16).
Where the team actually sits
Forecastr people are concentrated in Kentucky, United States (9), United States (5), Indiana, United States (2), New York, United States (2).
Search footprint
Forecastr attracts about 7 organic search visits a month, traffic worth roughly $0K a month if bought through ads. It gained 0 ranking keywords and lost 0 in the last period.
What employees say
- Compensation
- 4.10 / 5
- Career opportunities
- 4.90 / 5
- Senior management
- 5.00 / 5
- Work-life balance
- 4.70 / 5
Frequently asked
Forecastr has 55 employees as of September 2026.
Forecastr has raised $20M in total, most recently a Series A round in May 2026.
Forecastr was founded in 2018 by Logan Burchett, Steven Plappert.
Steven Plappert (Co-Founder & CEO) sits at the top of Forecastr's reporting structure, with 2 direct reports.
The most common previous employers of current Forecastr staff are Capture Higher Ed (4 people), The Learning House (3 people), Venture First (2 people).
Former Forecastr employees most often move to Legacy Farmer (2), F&F Ventures (1), Harmony AI (tryharmony.ai) (1).
At least 8 companies have a founder who previously worked at Forecastr, including Farsight, Nacho, Harmony AI (tryharmony.ai).
Forecastr attracts about 7 organic search visits a month, worth roughly $0K a month in equivalent ad spend.
The most common skills among Forecastr staff are Financial Modeling, Microsoft Excel, Leadership, Financial Analysis, Microsoft Office.
Forecastr staff are concentrated in Kentucky, United States (9), United States (5), Indiana, United States (2).
Forecastr has about 18 people in Finance, up 6% over the past year, as of September 2026.
Forecastr has about 8 people in Sales, up 0% over the past year, as of September 2026.
Computed from 41 current and 34 former Forecastr profiles, as of September 2026. Source: Crustdata.
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