Planbase Raises $2.1 Million Seed Round to Scale AI-Powered Workforce Management for Healthcare Clinics

Planbase, a San Francisco-based healthtech startup focused on harnessing artificial intelligence to modernize workforce management for healthcare clinics, has officially launched its platform alongside a $2.1 million seed funding round aimed at scaling its operations, expanding its customer base and advancing its product development strategy. The round, announced in November 2025, reflects growing investor interest in AI-driven solutions that address the labor-intensive challenges of clinic administration, including scheduling, credential tracking, payroll and demand forecasting.

Founded in 2023 by married entrepreneurs Joe Shearman and Jack Light, Planbase built its platform to automate complex healthcare workforce workflows that traditionally require significant human effort, especially in medium and large clinic environments. The company’s technology uses predictive analytics and generative AI interfaces to help clinics plan staffing needs, verify credentials across states, forecast patient demand and handle onboarding and performance management—all from a unified system. Early customers have reported substantial reductions in administrative hours and improved operational efficiency.

The $2.1 million seed round was backed by a combination of well-known startup accelerator and venture firms, as well as a group of high-profile angel investors. Lead participants included Y Combinator, the highly regarded startup accelerator known for supporting early-stage technology companies, and LocalGlobe, a London-based venture capital firm with a track record of investing in disruptive technology startups. Alongside these institutional investors, a cadre of prominent angel investors also joined the round, contributing capital and strategic guidance to support the company’s growth plans.

Planbase plans to deploy the newly raised capital toward expanding its footprint across medium and large clinics throughout the United States. The company is also investing in hiring additional software engineers to accelerate feature development and enhance its AI capabilities. According to the founders, the injection of seed funding will help Planbase build on early momentum and refine its product to meet the nuanced and evolving needs of healthcare administrators facing staffing complexity and regulatory pressures.

Workforce management in healthcare represents a particularly challenging problem space, given the sector’s fragmented systems, stringent compliance requirements and unpredictable patient demand patterns. Many clinics continue to rely on spreadsheets, disconnected scheduling tools and manual processes, which can lead to inefficiencies, staffing shortages and administrative overhead. Planbase’s AI-native platform seeks to unify these functions, offering clinics a comprehensive approach that improves accuracy, reduces manual work and allows leaders to redirect time toward patient care.

Since its launch, Planbase has onboarded early adopters that manage large networks of healthcare providers and collectively serve millions of patients. Feedback from these customers has highlighted the platform’s ability to streamline operations, significantly reduce scheduling time and support rapid scaling as clinics adapt to hybrid care models that combine in-person, virtual and telehealth services.

The company’s co-founders bring experience from prior ventures and academic research, having previously built an AI forecasting platform that originated at the University of Chicago and received support from Harvard Innovation Labs. This background in predictive modeling and AI directly informs Planbase’s approach to solving workforce challenges in healthcare environments.

As Planbase moves forward following the seed round, the team is focused on strengthening product-market fit and scaling its technology to serve a broader range of healthcare organizations. Its emphasis on agentic AI workflows, in which autonomous software agents handle routine administrative tasks with minimal human oversight, positions the company within a growing trend toward automation in healthcare technology. With backing from investors such as Y Combinator and LocalGlobe, Planbase aims to accelerate growth while helping clinics operate more efficiently and sustainably.

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