PlanBridge Investor Data Room
Secure access to company information for invited investors and strategic partners.
Welcome to the PlanBridge Investor Data Room.
This portal provides prospective investors with structured access to information about PlanBridge, including company overview materials, product documentation, and financial information relevant to our current growth initiatives.
Do not share account information or access to this portal.
If you have a colleague you wish to have access to this information (per our Terms of Use Policy), please reach out to us with their contact information so we may generate their own access credentials.
Access to this data room is provided by invitation only and all materials are maintained in a secure, read-only environment.
Message from the Founders
Dear Prospective Investor,
Thank you for your interest in PlanBridge.
This data room has been organized to provide transparency into our company, our product platform, and the market opportunity we are pursuing. Within this portal you will find materials designed to help investors evaluate the business, the leadership team, and our strategy for building a modern technology infrastructure for the retirement plan industry.
We appreciate the time you are taking to review this information and look forward to discussing the opportunity further.
Warm regards,
Frank J. Mario
Chief Executive Officer
Ann M. Sanders
Chief Operations Officer
Thomas P. Lalle Jr.
Chief Technology Officer
How Access to the Data Room Works
Do not share account credentials or access to this portal.
If you have a colleague you wish to have access to this information (per our Terms of Use Policy), please contact us with their contact information.
1 — Validate Your Account
Click Here
Confirm your contact information and create a password to access the investor portal.
2 — Review Initial Materials
Access the executive summary, company overview, and sanitized pitch deck available prior to NDA.
3 — Sign NDA for Full Access
Click Here
Investors who wish to review the complete data room can execute a confidentiality agreement through Adobe Sign. Once completed, full access will be granted automatically.
How Access Works
Access to materials in the investor data room is organized in three stages.
Access the Investor Portal
You have been invited to review the PlanBridge data room. Please begin by reviewing your account profile, and confirming, correcting or completing your contact information.,
Initial Investor Materials
Once you have verified your contact information, you may review a set of introductory materials including:
Executive summary
Company overview
Sanitized pitch deck
Leadership information
These materials are available prior to executing a confidentiality agreement.
Full Data Room Access
Investors who wish to review additional materials may complete a confidentiality agreement through Adobe Sign.
Once the NDA is executed, access to the full data room will be granted automatically.
Additional materials include:
Financial information
Product and technology documentation
Corporate and legal information
Market and strategy materials
WANT TO GET IN TOUCH?
We are happy to speak to you