Portfolio Monitoring | Value Creation | Valuations
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for Private Equity
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Shows you what happened.
Shows you what's going to happen.
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Help you understand the past.
Helps you create the future.
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Planr Omnia
Planr Omnia gives you real-time intelligence across portfolio monitoring, value creation, and valuations. Make better decisions faster, no waiting for quarterly reports or board meetings to spot what matters. AI-powered insights, predictive forecasting, and enterprise-grade infrastructure, all accessible through a natural language interface. Just ask.
3 Core Modules
Portfolio Monitoring+
Combines traditional portfolio monitoring view of P&L with forward-looking powerful ML driven projections.
Value Creation
Identify specific growth levers and optimization opportunities within each company. In Sales, HR and key initiatives.
Valuations
Automated calculation and reporting of portfolio valuations. Full flexibility for your team to report data onto multiple chart of accounts.
Portfolio Monitoring+
See where your portfolio companies have been and understand where they're headed.
Unified P&L visibility: Across all portfolio companies with standardized and custom chart of accounts mapping
Predictive ML forecasting: Identifies variance patterns 60-90 days before they appear in reported financials
Automated anomaly detection: Flags revenue misses, cost overruns, and operational inefficiencies in real-time
Scenario modeling: Understand impact of headcount changes, budget adjustments, or operational initiatives on future performance
Rapid deployment: Integrated with existing data sources and operational in weeks, not months
Value Creation
Identify specific growth levers and optimization opportunities within each company across the pillars of value creation.
Sales optimization: Pipeline health analysis, win rate tracking, sales cycle efficiency, and rep performance benchmarking
GTM execution monitoring: Track customer acquisition costs, payback periods, and channel effectiveness across portfolio
HR and organizational alignment: Headcount planning, compensation benchmarking, attrition risk prediction, and talent density analysis
Revenue operations excellence: Billing efficiency, collections optimization, and revenue recognition accuracy
Initiative tracking: Real-time visibility into 100-day plans, strategic projects, and value creation milestones with automated progress updates
Valuations
Centralized, automated valuation calculations across your entire portfolio.
Dynamic valuation calculations: Full flexibility for multiple methodologies (revenue multiples, EBITDA multiples, DCF, comparable transactions)
Custom formula engine: Define and apply your firm's proprietary valuation approaches across the portfolio
Multi-chart of accounts support: Report the same underlying data across different frameworks for internal reviews, LP reporting, and regulatory compliance
Automated report generation: Quarterly valuations, IC memos, and LP updates with audit trail documentation
Waterfall modeling: Understand distribution scenarios and carried interest calculations at current and projected valuations
Why We Exist
For the founders who started it, the teams who drive it, and the investors who put their money on the line to build it: Planr is the platform that helps you create something bigger.
We keep you ahead of your data - from operating your initial dream, through scaling that reality, to the freedom that comes with a successful exit.
We exist to deliver that.
Here's What Makes Planr Different
Historical & Future-Looking Intelligence
We do all the historical P&L analysis that traditional portfolio management systems can do, but we also tell you what will happen based on your data and use these insights to plan what will happen next.
Natural Language Interface
No training required. Ask questions in plain English and get instant, actionable answers from your entire portfolio.
One Source of Truth
All your structured and unstructured data unified in a single platform, eliminating data silos and reconciliation headaches.
Predictive ML Models
Machine learning engines that don't just show historical trends - they forecast what's coming so you can act before it's too late.
Enterprise-Grade Security
Your portfolio data stays secure with bank-level encryption and compliance standards. No data leakage, ever.
Rapid Deployment
No twelve-month implementations. No million-dollar consulting fees. Get up and running in weeks, not years.
Experience the Future of
Portfolio Intelligence
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