What uPlanner does

uPlanner is a privately held EdTech company, founded in 2012 in Santiago, Chile, that builds an AI-powered SaaS platform for academic operations at higher education institutions. The platform is organized around three service pillars: Planning (Institutional Efficiency) covering demand forecasting and resource scheduling via uForecast and uPlanning; Assessment (Academic Quality and Delivery) covering curriculum design, syllabus management, and learning outcomes via uAssessment; and Success (Student Experience) covering retention, engagement, attendance/grades, and student-facing AI via uEngagement, uClass, uExperience, uRetention, and the AI Agent / Agente IA modules. Underlying technology combines proprietary AI/ML models trained on institutional data (dropout prediction with 100+ customizable indicators, demand forecasting, personalized learning pathways) with Gen AI-powered conversational assistants designed to minimize hallucination. The platform integrates data from institutional Student Information Systems to surface predictive analytics on retention risk, course demand, and resource utilization.

The company serves universities, colleges, and multi-campus networks across 24 countries, with named deployments including the University of Washington, Pontifical Catholic University of Chile, Aliat Universities (Mexico), ISIL (Peru), and Abu Dhabi University. Reach is stated at 30+ higher education institutions, 50+ campuses, and over one million students served. Revenue is generated through quote-based, multi-year enterprise SaaS subscriptions, with deal size tied to institution size, campus count, and module scope. Distribution is exclusively direct enterprise sales, executed through regional Customer Success Managers operating from wholly-owned subsidiaries in Chile, Colombia, Peru, Mexico, and Brazil, with a US headquarters established in Miami under the Delaware-incorporated parent U-PLANNER INC.

Operationally, the company employs 51-100 staff, holds ISO/IEC 27001 certification, and maintains a partnership with Microsoft (multiple Partner of the Year recognitions including 2021). Leadership comprises CEO Juan Pablo Mena, COO Jorge Villalon (PhD AI, University of Sydney), CCO Nicolas Elton, and CDO Sebastian Flores (MSc computational mathematics, Stanford), with a board that includes Maria Pia Morante and Zyanya Bejarano. The company is not publicly listed and has not disclosed material venture capital backing in available materials.

Name

uPlanner

Legal name

U-PLANNER INC.

Website

https://uplanner.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

51–100 employees

Short description

uPlanner provides an AI-powered SaaS platform for higher education academic operations, covering demand forecasting, scheduling, curriculum management, and student retention analytics. Founded in 2012, it serves 30+ universities across 24 countries with operations in Santiago, Chile and Miami.

Ownership category

akta.pro rank

Product category

Higher Education Operations Software

NAICS

Software Publishers (513210), Educational Support Services (611710), Custom Computer Programming Services (541511), Educational Services (611)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Institutional & Program Analytics (Enrollment, Retention, Outcomes) (EDAFAFAK)

akta.pro secondary industries

Early Warning & Risk Prediction (Dropout/Failure Alerts, Intervention Targeting) (EDAFAFAE), Learning Data Infrastructure & Interoperability (LRS, xAPI/LTI/OneRoster, Data Pipelines) (EDAFAFAJ)

Keywords

• Academic operations software
• Higher education SaaS
• Student retention analytics
• Academic scheduling platform
• Curriculum management system

Headquarters

HQ city

Santiago

HQ country

Chile

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. SaaS Platform Subscriptions: uPlanner operates as a SaaS company offering subscription-based access to its academic operations platform. Institutions pay for access to the suite of products including demand planning, scheduling, curriculum management, and student success modules. Pricing is quote-based and negotiated based on institution size and scope of deployment.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

uPlanner provides an AI-powered SaaS platform that helps higher education institutions optimize academic operations. The platform combines demand forecasting, class scheduling, curriculum management, faculty allocation, and student retention analytics into a unified system. It integrates data from institutional systems to deliver predictive analytics for student success, resource utilization, and academic planning.

Product overview

uPlanner is a comprehensive academic operations SaaS platform for higher education institutions consisting of multiple integrated modules and solutions. The platform is organized around three service pillars: Planning (Institutional Efficiency) covering demand forecasting, class optimization, and resource scheduling through uForecast and uPlanning modules; Assessment (Academic Quality and Delivery) encompassing curriculum design, syllabus management, and learning outcome measurement via uAssessment; and Success (Student Experience) including retention management, engagement tracking, and dropout prediction through uRetention, uEngagement, and AI-powered agents. The product portfolio includes 11 named modules (uForecast, uPlanning, uBooking, uAssessment, AI Agent, uEngagement, uClass, uExperience, uRetention, Agente IA, uScore) bundled into three solution portfolios (Academic Demand Planning, Curriculum Planning, Student Success Initiative Planning). The platform serves institutions across 20+ countries with AI-powered predictive analytics for student retention and academic planning optimization.

Differentiator

Problem solved

Functional benefit

Brands

• uForecast: Demand Forecasting solution that projects course demand for the next academic period based on programs and historical data.
• uPlanning
• uBooking
• uAssessment
• uEngagement
• uClass
• uExperience
• uRetention
• uScore
• AI Agent

Products and services

• Academic Demand Planning Comprehensive solution for optimizing physical campus infrastructure and resource usage through data-backed insights for in-person and hybrid class planning. Includes course demand forecasting, infrastructure optimization, automated scheduling, and online resource booking for higher education institutions.
• Curriculum Planning Curriculum management solution that extracts data from existing institutional systems to streamline academic and curriculum management workflows, facilitate assessment and accreditation processes, align curriculum with desired learning outcomes, and manage student progress supported by analytics.
• Student Success Initiative Planning Student success solution integrating communications and services with AI-based predictive models to identify dropout risk and centralize all student services in one platform. Includes 100+ customizable indicators for AI-based at-risk student identification, individual student risk scoring, and centralized student resource management.
• AI Agent (Agente IA) AI-powered learning support system featuring Learning Pathways (personalized AI-generated learning paths based on student competencies), Course Catalog (public accessible course information), Student Assistant (AI agent answering academic questions with hallucination minimization), and Digital Assistant (Gen AI-powered conversational support for students, professors, and staff).

Quantifiable outcome

• University of Washington avoided construction of unnecessary new building by optimizing existing classroom infrastructure through demand planning analysis
• +1 more outcomes

Named customers12 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability9 records

Feature7 records

Partnerships

Six partnerships are on record, tiered core and flagship.

• MicrosoftcoreTechnology or Integration · 1 January 2021Microsoft partner with multiple recognitions including Partner of the Year 2017 and Microsoft Community Response Partner of the Year 2021. The award recognized social impact work across 16 countries, particularly collaboration with Peru's Ministry of Education during COVID-19 to promote continuity of studies in public universities.
• University of WashingtonflagshipStrategic or Co-development PartnerCase study partnership where uPlanner's Academic Demand Planning helped UW optimize resource allocation and avoid construction of an unnecessary new building by improving utilization of existing classroom infrastructure.
• Pontifical Catholic University of ChilecoreStrategic or Co-development PartnerDigitizing curricular management information and identifying points where expected objectives were not being met through uPlanner's Academic Management solutions.
• San Ignacio de Loyola Institute of Peru (ISIL)coreStrategic or Co-development PartnerImproved scheduling and classroom allocation resulting in increased average number of courses per student through uPlanner's demand planning and scheduling solutions.
• Aliat Universities MexicocoreStrategic or Co-development PartnerMexico's largest university network centralized and optimized complex academic planning through uPlanner's integrated platform.
• POK (Proof of Knowledge)coreStrategic or Co-development PartnerCollaboration on a 29-module course about microcredentials, supporting the future of education through digital credential verification and learning pathways.

Scale indicators5 records

Recent moves5 records

Expansion highlights6 records

Emerging players

• Othot: Predictive analytics platform focused on higher education enrollment and student success. Comparable to uPlanner's uForecast and uRetention modules but narrower in scope, with smaller scale.

Broad incumbents

• Anthology: Formed by merging Blackboard, Campus Management, and Civitas Learning, Anthology offers SIS, LMS, and student-success analytics across the higher-ed lifecycle. Most direct large-scale competitor covering curriculum, retention, and planning adjacent to uPlanner.
• Instructure (Canvas): Leading higher-ed LMS provider expanding into analytics and student success. Competes for institutional budget and student data, with overlapping analytics capabilities to uPlanner's uScore and uEngagement.
• Ellucian: Largest student information system (SIS) provider in higher education globally. Competes indirectly through its analytics and retention roadmap; controls the system of record that uPlanner integrates with, making it both a partner and a long-term competitive threat.
• Workday: Cloud ERP with Workday Student module competing in higher-ed planning, scheduling, and student record systems. A well-capitalized incumbent whose academic planning roadmap directly overlaps with uPlanner's uPlanning and uForecast modules.
• PowerSchool: Dominant K-12 SIS provider with growing higher-ed footprint (PowerSchool HEd). Competes for institutional data ownership and offers analytics and retention features that overlap with uPlanner's value proposition.
• Salesforce Education Cloud: CRM-based platform purpose-built for education with student success, recruitment, and retention capabilities. A large, well-capitalized competitor whose Einstein AI roadmap competes with uPlanner's Gen-AI agents and predictive models.
• Hobsons (EAB): Now part of EAB, Hobsons provides student recruitment, retention, and advising solutions to higher education — overlapping with uPlanner's enrollment and retention modules while leveraging EAB's broader advisory and research assets.

Direct peers

• Civitas Learning (Anthology): Now part of Anthology, Civitas Learning was a leading student-success and predictive-analytics platform for higher education — directly comparable to uPlanner's uRetention dropout prediction and uScore analytics modules, serving the same institutional buyers (provosts, student-success VPs).
• Element451: AI-driven student engagement and retention platform for higher education. Overlaps directly with uPlanner's uEngagement, uRetention, and AI Agent modules, targeting the same institutional buyers with predictive and conversational AI.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCX5WFX-7x5jCOU6X85PL2nA
• LinkedInlinkedin.com/company/2783296
• Xx.com/u_planner
• Facebookfacebook.com/225750520837228

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries5 records

Funding overview

Funding rounds6 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about uPlanner