# Planview

Planview is an Asset Manager based in Austin, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** planview.com
- **LinkedIn:** https://www.linkedin.com/company/planview

## Regulatory record

- **Reports private funds:** No

## About

Planview is the platform for driving enterprise execution and outcomes. It brings initiatives, investments, and resources into a continuous, connected model of the business so leaders can move decisively, keep teams and AI in lockstep, and know how their bets are performing. Portfolio management is Planview’s entire business. It is trusted by thousands of enterprises and recognized by Gartner, Forrester, and IDC.

## Sectors

- Enterprise Software

## People

- Razat Gaurav — Chief Executive Officer

## Questions

### Who owns Planview, and how does its governance work?

Private equity firms Thoma Bravo and TPG Capital co-own Planview following a 2021 recapitalization that valued the business at roughly $3 billion (per Bloomberg, 2021). Thoma Bravo took Planview private in a $1.6 billion deal in 2020, with TPG joining as a co-investor the following year. Governance runs through a board with representatives from both sponsors; Razat Gaurav was named CEO in 2022 after serving as executive chair.

### How does Planview source deal flow for its acquisitions?

Planview sources acquisitions through its private equity partners at Thoma Bravo and TPG, targeting software companies that extend its portfolio-management and work-management capabilities. The firm has executed three known acquisitions since 2021 — Clarizen, Changepoint, and Tasktop — each selected to add professional-services automation or value-stream management to the core PPM platform. Deal flow is a function of the buyout sponsors' M&A pipeline rather than an independent origination team.

### What investment stages does Planview typically target in its acquisitions?

Planview targets mature, revenue-generating software companies with established enterprise customer bases. Recent acquisitions — Clarizen, Changepoint, Tasktop — were all later-stage businesses with existing product-market fit in work management or IT planning software. The firm does not invest in seed, early-stage, or speculative technology bets.

### Which sectors does Planview explicitly avoid?

Planview stays within enterprise work-management and portfolio-planning software and does not venture into adjacent verticals like ERP, CRM, or infrastructure IT. The firm does not deploy capital into non-software operating businesses, real estate, or financial instruments — its deployment is exclusively M&A within its defined software niche.

### What is Planview's known posture on co-investments alongside external GPs?

Planview does not co-invest alongside external general partners because it is an operating company, not a fund. Its capital structure is provided entirely by Thoma Bravo and TPG; acquisition financing is arranged at the sponsor level rather than through club deals or syndicated equity. There is no known precedent for Planview inviting outside co-investors into its M&A transactions.

### Who runs investment decisions at Planview?

M&A decisions are governed by Planview's board, which includes representatives from Thoma Bravo and TPG, in conjunction with CEO Razat Gaurav. The firm does not maintain an internal investment committee or CIO role dedicated to external capital allocation, as its deployment is confined to strategic software acquisitions.

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Last updated: 2026-08-11T15:07:49.000Z

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