Planhat Stock

Customer Success made simple! One of the most powerful Success Platforms, yet lightweight and intuitive like no other

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Invest in or value your shares in one or many pre-IPO companies through an EquityZen investment vehicle.

About Planhat Stock

Predict churn and spot up-sell opportunities with a customizable customer health score, Playbooks, Triggers and advanced customer segments. All the features your expect from a full fledged Customer Success Platform, yet intuitive and easy to use like no other. Need integrations? Use our REST API or activate an existing integration to Salesforce, Slack, Zendesk or other tools of relevance.

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Investment opportunities posted on this website are "private placements" of securities that are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investment. Investing in private companies may be considered highly speculative and involves a high degree of risk, including the risk of substantial loss of investment. Investors must be able to afford the loss of their entire investment. See our Risk Factors for a more detailed explanation of the risks involved by investing through EquityZen’s platform.

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