Anaplan

Anaplan specializes in financial and operational planning and analysis. Simulate any external and internal changes, assess their impact on your business and make adjustments on the fly - with Anaplan, you, your analysts, your management and other employees will be able to do this quickly, easily and on any available data volumes. Anaplan is a privately held company headquartered in San Francisco with global offices on four continents.

The company has created a platform for real-time planning, analysis and interaction. The Anaplan product is used by companies such as HP, Diageo, McAfee (Intel Security), Procter & Gamble, Aviva, MTS Bank, Life Finance Group, Kimberly-Clark Eastern Europe, TEKTA GROUP, MEDSI, etc.

According to Forrester, Anaplan has fundamentally changed the traditional approach to EPM, focused on the financial component. Customers use the flexible and scalable Anaplan platform to plan and model business processes not only in finance, but also in areas such as sales, marketing, human resources and supply chains.

The new generation of users wants to be online 24 hours a day, to be able to work at any time from anywhere. It is not surprising that product qualities such as speed and usability are becoming more and more popular.

Performance indicators

2018: Revenue growth by 39.8% to $168 million

In fiscal year 2018, Anaplan's revenue amounted to $168 million, which is 39.8% more than a year earlier. The number of users of the company's products in two years increased from 434 to 979 customers.

2017: Revenue of $120 million

On May 2, 2017, Anaplan presented the results of fiscal 2016. According to its results, the company increased revenue from the sale of subscriptions by 75% compared to the previous year, the company's total revenue reached $120 million.

{{quote 'author
= Frank Calderoni, President and CEO of Anaplan'Anaplan Customers and Partners supported our vision of integrated planning, which is a different approach to the organization of this process, to management decision-making in dynamic markets.
Our platform is in demand today as it helps customers in integrated planning and making optimal decisions on any aspect of the business based on it. Last fiscal year, we were able to achieve tangible results thanks to the organized work of the entire team, and this created the prerequisites for further growth of the company's revenues.}}

Last fiscal year, Anaplan attracted 250 customers, including American Airlines, Anheuser-Busch Inbev and Merck. The company has increased its portfolio of customers to 660 organizations in 40 countries, opened sales offices in China and Japan, and expanded its presence in the UK.

Forrester included Anaplan among the leaders in the Enterprise Performance Management segment in its 2016 Forrester Wave report. Forrester separately noted the company's strategy in the field of the application of innovative technologies.

author = Paul D. Hamerman, Vice President and Chief Analyst, Forrester Anaplan is the best choice for companies from completely different areas with a complex system of planning and modeling business processes, forced to process a large amount of data for financial and personnel planning, as well as planning in the field of sales, marketing and operations.

History

2022: Thoma Bravo bought Anaplan for $10.7 billion

In mid-March 2022, the investment company Thoma Bravo announced the purchase of Anaplan. The deal amounted to $10.7 billion.

Anaplan positions itself as a company that provides a transformative approach to managing business performance across industries. The company offers a cloud-based connected platform that helps companies plan and make better decisions faster.

Anaplan business software developer sold for $10.7 billion

Anaplan's Polaris calculation engine and Hyperblock technology allow customers to see what-if scenarios to contextualize real-time performance and predict future results for faster, more reliable solutions. Anaplan claims that its customers have the opportunity to quickly change strategies, reallocate resources and optimize plans for growth, efficiency, demand and profitability.

The functions of the Anaplan platform include the ability to exchange data across the enterprise, providing stakeholders with up-to-date information and ideas in real time.

"Anaplan is a clear leader in network planning, solving critical business challenges for the world's largest enterprises as they carry out strategic and comprehensive digital transformations," said Thoma Bravo managing partner Holden Spat. "We've been watching Anaplan for years and have seen the incredible value the company brings to customers through its best-in-class planning platform."

Thoma Bravo is an active buyer of technology companies. Other acquisitions of Thoma Bravo include Veracode for $950 million in 2018, cybersecurity firm Proofpoint for $12.3 billion in June 2021 and customer service company Medallia for $6.4 billion in July 2021.

The acquisition of Anaplan is expected to close in the first half of 2022 subject to normal closing conditions, including approval by Anaplan shareholders and regulatory approval.^[1]

2018: Exit to the exchange with a capitalization of $2.07 billion

On October 12, 2018, Anaplan became a public company. It listed its shares on the New York Stock Exchange (NYSE) under the ticker PLAN.

Initially, Anaplan planned to conduct an IPO in the range of $13 to $15, but then raised it to $15-17. On the eve of trading, the company called the price $17, at which it decided to sell 15.5 million shares on the stock exchange and raise about $263.5 million. With such an IPO, the vendor's market capitalization is estimated at $2.07 billion.

Anaplan Business Planning Software Developer Enters Exchange

The main underwriters of Anaplan in the listing were KeyBanc Capital Markets, Canaccord Genuity, Evercore ISI, JMP Securities, Needham & Company, Piper Jaffray and SunTrust Robinson Humphrey. They have the right to sell an additional 2.3 million shares of Anaplan.

The funds raised within the framework of the IPO, Anaplan intends to use to increase the financial flexibility and recognition of the company in the market.

We expect to use the net proceeds from this proposal for working capital and other general corporate tasks, including financing our operational needs. However, we have no specific plans to use the funds. In addition, we can use part of the money raised to acquire or invest in competitive products, technologies or companies, "Anaplan said in a statement.

Before entering the exchange, Anaplan updated its management and, in particular, replaced the financial director. He became David Morton, who previously held a similar post at Tesla Motors, but left him a month after joining the company due to a series of speculative messages from Elon Musk about the privatization of Tesla.^[2]

2017

Investment $60 million

On December 7, 2017, Anaplan announced the receipt of an additional $60 million in the next round of financing. The Premier Invest Fund was the main partner of the F-series round, along with Salesforce Ventures, Top Tier Capital Partners and other investors. As a result, the total amount of funds raised amounted to $300 million, and the total value of the company reached $1.4 billion.

This year, Anaplan was included by Deloitte in the Technology Fast 500 report as one of the fastest growing companies in North America. The funds received will be used to expand the sales market, improve customer services and develop an affiliate program to meet the growing global demand for the Anaplan integrated planning platform. Taking into account the key areas of business development, the network of international offices will be expanded, as well as the number of development teams will be increased to increase the efficiency of innovation processes and product improvement.

"Anaplan solutions are used worldwide to integrate data, personnel, and planning processes. Our fund was a leading partner in this investment round, as we saw how the quality of decision-making within organizations is improving using the Anaplan platform. "

"We are grateful to our investors and are confident that the allocated funds will serve as an additional impetus for the growth of our company. The current round of funding opens up new development opportunities for us, will increase the number of partners and customers, as well as help introduce technologies to further improve the advanced Anaplan integrated planning platform. "

2016

Anaplan attracts $90 million investment

Anaplan announced in January 2016 to attract investments in the amount of 90 million. dollars USA The main investor was Premji Invest. This round of funding also included Baillie Gifford, Founders Circle Capital, Harmony Partners and current investors Anaplan (Brookside Capital, Coatue Management, DFJ Growth, Granite Ventures, Meritech Salesforce Capital Management Partners, Asta, Capital,

The funds raised by Anaplan will focus on meeting the growing global demand and developing the cloud platform of the same name for business planning and modeling. Allen & Company LLC acted as Anaplan's financial advisor in this round of investment attraction.

Some events in 2016

Gartner included Anaplan in its magical quadrant of Strategic Corporate Performance Management Solutions and Sales Performance Management.

Forbes magazine included Anaplan in its ranking of 100 leading global cloud services in 2016.

Morgan Stanley presented Anaplan with a technical innovation award in 2016.

In the UK, Anaplan was recognized as the best IT employer of 2016 by Computing and BCS.

2015

In 2015, more customers will choose flexible enterprise platforms built for the cloud. Solution providers that offer moving old software (software) to the cloud will weaken their position - trying to adapt cumbersome and expensive solutions to cloud technologies negatively affects performance and slows down the speed of operations. As a result, businesses are turning away from traditional enterprise vendors and moving to application-oriented cloud providers. This, in turn, will lead to an expansion of the interoperability of cloud platforms (Salesforce, Workday, Anaplan) and mark the beginning of the "sunset of the era of Excel" as an enterprise application. Growing number of development users: Business workers who do not have programming experience create their own applications to solve painful industry problems and exchange these applications with each other. This trend is already clearly visible in the field of mobile applications. The next stage will be the emergence of enterprise applications created and supported by the business.

Double gain

In April 2016, Anaplan announced a double increase in profit for fiscal ^[3], with growth of more than 100%

• The number of corporate clients worldwide grew to 430 (by 75%).
• Compared to last year, the number of users increased by 90%, to 70,000.
• According to the capital value estimate, its volume increased from 90 million dollars USA to 1.1 billion US dollars.
• The total number of employees increased by 80% to 575 people in 15 countries, including new offices in India, China and Japan.

Over the past 12 months, Anaplan's customer base has been replenished with international companies representing a wide range of industries and markets: CareerBuilder, Chevron Corporation, Dairy Farmers of America, Gatwick Airport, GrubHub, Schneider Electric, Tata Steel, Ticket Monster, Zillow Group Xand new divisions. Among the new clients of Anaplan in Russia are Energoprom Group, Amway Russia, one of the largest national retail chains and a number of other companies.

2014

In February 2015, Anaplan announced an increase in the customer base in 2015 FG (January 31, 2014 - January 31, 2015) by 91%. The increase in the order portfolio over the same period was 230%. This means that in 2015 the company received 2.1 times more orders than in the amount of the previous two years.

• Anaplan's customer base now includes companies from 20 countries around the world.
• The number of users worldwide has doubled (over 35 thousand people).
• In Gartner's January report, The Magic Quadrant for Managing Sales Performance, Anaplan was awarded the title Visionary.
• In April 2014, Anaplan was opened in Moscow.
• The company's representative offices were opened in Russia and Malaysia, thereby expanding the network to 13 offices in 10 countries. The company's staff grew from 140 to 325 employees.
• In 2014, the Anaplan Hub Conference was held in five cities, and in 2015 the Hub Conference will bring together participants in nine cities around the world, including Russia.

Notes