Vena is a private enterprise software company that provides an FP&A and corporate performance management platform for budgeting, forecasting, reporting, and planning. It integrates with Microsoft technology and Excel to help finance and operations teams run planning workflows and real-time reporting.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Latest Price
Previous Price
$1B
Series C Apr 2021
How to Invest in Vena Through UpMarket
Vena shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Step 01
Verify accredited investor status
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
Step 02
Create an UpMarket account
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
Step 03
Review available Vena offerings
Full offering memoranda and risk disclosures provided before any commitment is required.
Step 04
Complete subscription documents
Review and sign subscription agreement. All documents handled digitally through the platform.
Step 05
Fund your investment
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
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Valuation Growth Over Time
Post-money valuation by round
Previous roundsMost recent
Date
Round
PPS (split-adj.)
Valuation
Apr 2025
Debt - II
Apr 2021
Series C
$1B
Why Investors Are Watching Vena
Growth Signal
Vena raised $300M in Series C to scale planning platform
Vena announced a $300 million Series C financing on April 27, 2021, led by Vista Equity Partners. The round lifted total funding to more than $450 million as it pushed the company’s Plan To Grow mission.
Product Milestone
Vena FP&A platform integrates with Microsoft technology stack
Preqin describes Vena as a financial planning and analysis platform that enhances budgeting, forecasting, and reporting for businesses globally. It says the product integrates seamlessly with Microsoft technologies and is based in Toronto, founded in 2011.
Market Opportunity
Vena targets finance and operations planning software market
Dealroom says Vena connects people, existing systems, and data to power finance-led business planning and real-time reporting. It positions the company in the business planning and financial management software market for enterprise users.
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No. As of March 2026, Vena is a private company and does not trade on any public stock exchange. Accredited investors can access Vena shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Vena does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Vena shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered alternative investments since 2019.
Pre-IPO investments carry significant risks. Vena shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Vena provides an FP&A and corporate performance management platform for budgeting, forecasting, reporting, and planning, and raised $300M in Series C to scale its planning platform. Accredited investors can access Vena stock through UpMarket.