WillItSurvive

nPlan

AI startup that forecasts construction schedule delays using data from 750K+ past projects.

Protection under test
Assessed 23 July 2026 · Evidence as of 23 July 2026
Something worth protecting exists and is being tested right now.
On the recordSince 23 July 2026 · Checkable from 25 June 2026 / ~30 Sept 2026 · Every call on the record Checkpoint: nPlan AI Day, plus 2026 UK accounts filing that will reconcile £15M vs $8.3M revenue claims
The call

nPlan has real data and contracts locking it into major infrastructure jobs, but funded rivals are shipping AI features fast and the company's own revenue numbers don't agree with each other yet.

nPlan builds software that helps construction companies plan and track big projects on time. It has built up a private collection of 750,000 past project schedules and is locked into major projects like Sizewell C power plant, which makes it harder to replace than generic software from companies like Oracle. The real question is whether rivals like ALICE and Nodes & Links can catch up with their own AI tools, and whether nPlan's actual revenue is as strong as claimed, since different sources report different numbers (anywhere from $8 million to $15 million). The next clear signal comes when the company files its 2026 UK financial accounts in late September 2026, plus when competitors release new AI features around mid-2026.

Why
01
AI pressure: ALICE Technologies (Schedule Insights Agent). ALICE shipped a generative scheduling agent in late 2025, aiming at the same risk-forecast niche nPlan built its name on. Could AI do the core job? Unlikely.
02
Bigger players: Oracle Primavera P6. Oracle hasn't shipped native probabilistic risk forecasting yet, but P6 owns the scheduling seat nPlan has to plug into. Could a giant copy it? Probably.
03
What protects it. 750,000+ real project schedules and contracts written into live programs like Sizewell C and TRU that competitors can't copy or unwind quickly.
What would change this call
nPlan's 2026 UK accounts file (~30 Sept 2026) showing actual revenue. Tests whether £15M claim or the $8.3M estimate reflects real trajectory.
Oracle adds native probabilistic risk forecasting to Primavera P6. Would show the dominant incumbent closing nPlan's technical gap.
ALICE Technologies or Nodes & Links announces a marquee infrastructure customer win. Would show nPlan's data and contract moat is being breached by funded rivals.
Key numbers
  • £550K cash on hand, year-end 2024 (2024-12-31)
  • $16M Series B closed October 2025 (2025-10)
  • Revenue claims split: £15M vs $8.3M estimate (2026-06)
Named risks
  • Revenue figures unreconciled between £15M press claim and $8.3M ZoomInfo estimate. Severity: high
  • Thin cash position of £550K as of 31 Dec 2024 before Series B closed. Severity: high
  • Oracle could add native AI risk forecasting to Primavera P6 and neutralize nPlan's differentiation. Severity: medium
  • Heavy public dependency on Sizewell C and TRU megaprojects, any delay dispute could hurt credibility. Severity: medium
  • Funded peers ALICE and Nodes and Links racing same generative AI feature set. Severity: medium
Rivals, as read in July 2026
RivalDirectionEvidence
Oracle Primavera P6contestingDominant legacy scheduling incumbent as of 2026, has not shipped native probabilistic risk forecasting
ALICE TechnologiescontestingNamed nPlan's top competitor by CBInsights, shipped Schedule Insights Agent in late 2025
Nodes and LinkscontestingCambridge based AI risk platform, cited as direct competitor as of June 2026
SmartPMcontestingAtlanta based automated project controls analytics platform, cited as peer competitor as of June 2026
Questions people ask
Is nPlan profitable?
No profitability figure is disclosed. nPlan's latest UK filed accounts as of 31 Dec 2024 show a cash position of only £550K, and the company just raised a $16M Series B in October 2025, suggesting it is still in a cash-burning growth phase rather than profitable.
How much revenue does nPlan actually make?
Sources conflict. The Evening Standard reported in June 2026 that nPlan is on track for £15 million in revenue that year, while data aggregator ZoomInfo lists $8.3 million as of June 2026. The 2026 UK accounts filing, due around 30 September 2026, may clarify which figure holds.
Could AI like ChatGPT replace nPlan?
Not easily. nPlan's forecasting relies on a proprietary dataset of 750,000-plus construction schedules covering over $2 trillion in spend, plus contracts embedding its AI-SRA tool into live projects like TRU. Generic chatbots lack this data, though nPlan markets AutoReport specifically against ChatGPT for reporting tasks.
Who is nPlan's biggest competitor?
CB Insights names ALICE Technologies as nPlan's top competitor as of June 2026, with ALICE shipping a Schedule Insights Agent in late 2025. Other named rivals include Nodes and Links and SmartPM, while Oracle Primavera P6 remains the dominant legacy scheduling incumbent nPlan integrates against.
Who owns nPlan?
nPlan is privately held and independent, founded in 2017 by CEO Dev Amratia and CTO Alan Mosca who met through Entrepreneur First. It is backed by venture investors including GV, CapHorn Invest, Chevron Technology Ventures, Suffolk Technologies, Pentech Ventures, and LocalGlobe as of October 2025.
Will Oracle crush nPlan's business?
Not yet. As of June 2026, Oracle Primavera P6 has not shipped native probabilistic risk forecasting, and no frontier AI lab competes directly in construction scheduling. nPlan's data moat and contractual embedding on projects like Sizewell C give it a head start, but Oracle could add such features at any time.
Timeline
  • 2026-06-25nPlan's next scheduled AI Day showcase event
  • 2026-03-07Barry agent update toward multi-step agentic workflows reported
  • 2026-02-16nPlan publishes case study on Sizewell C project-controls deployment
  • 2026-01-04ALICE Technologies named to BuiltWorlds 2026 Preconstruction Top 50 alongside nPlan
  • 2025-10-17nPlan Series B of $16M announced
  • 2025-10Series B co-led by CapHorn Invest, Chevron Technology Ventures, Suffolk Technologies closes
  • 2024-10TRU case study claims AI-SRA avoided about £5M in access costs
  • 2023-08-13Barry AI agent update published, built on nPlan's ICE-LM
  • 2021-03Series A of $18.5M led by GV closes
  • 2017-11-02nPlan incorporated in the UK, company number 11043916
Revision history
23 July 2026
First assessed. Protection under test. The text above is fixed as of this date and is not edited afterwards.
In the same band
Sources