Product

Portfolio Monitoring

Instantly track fund & portco performance with real-time, AI-driven insights – no spreadsheets, no delays.

Automate Valuations

AI-powered valuations ensure audit-ready accuracy in real time—eliminating manual work and reporting inconsistencies.

Deep Portfolio Insights

Unlock value across your portfolio with AI-driven analytics—smarter decisions, stronger returns, & proactive value creation.

Company & Fund Forecasting

Track revenue, sales, and cash flow across portcos—seamlessly roll up forecasts for a full-fund performance view.

LP Reporting Suite

Generate LP reports instantly—fast, transparent investor updates with zero manual effort or formatting delays.

Investment Benchmarking

Benchmark portco and fund performance with AI-driven comparisons—industry, historical, and peer data at your fingertips.
Solutions

GPs

Gain real-time visibility into fund and portco performance with AI-driven insights, reporting and value creation in a single platform.

Portfolio Companies

Optimize growth, sales, and financial performance with AI-powered analytics and real-time benchmarking.

LPs

Access transparent, automated reporting with live fund data, custom queries, and audit-ready insights.
AI Platform

Overview

One unified platform for fund and portfolio management—AI-powered, real-time, and built for smarter decision-making.

Integrations

Seamlessly connect your financial, operational, and investor data with direct integrations into your existing systems.

Secure Data Management

Enterprise-grade security, encryption, and compliance to keep your fund and portfolio data protected and audit-ready.
Managed Data Services
Resources

Case Studies

Real-world success stories showcasing how top private equity firms use Planr to drive efficiency, transparency, and portfolio growth.

Whitepapers & Blog

Expert insights, industry trends, and AI-driven strategies to transform private equity operations.

News & Media

The latest updates, press coverage, and industry conversations featuring Planr in action.

Product

Portfolio Monitoring

Instantly track fund & portco performance with real-time, AI-driven insights – no spreadsheets, no delays.

Automate Valuations

AI-powered valuations ensure audit-ready accuracy in real time—eliminating manual work and reporting inconsistencies.

Deep Portfolio Insights

Unlock value across your portfolio with AI-driven analytics—smarter decisions, stronger returns, & proactive value creation.

Company & Fund Forecasting

Track revenue, sales, and cash flow across portcos—seamlessly roll up forecasts for a full-fund performance view.

LP Reporting Suite

Generate LP reports instantly—fast, transparent investor updates with zero manual effort or formatting delays.

Investment Benchmarking

Benchmark portco and fund performance with AI-driven comparisons—industry, historical, and peer data at your fingertips.
Solutions

GPs

Gain real-time visibility into fund and portco performance with AI-driven insights, reporting and value creation in a single platform.

Portfolio Companies

Optimize growth, sales, and financial performance with AI-powered analytics and real-time benchmarking.

LPs

Access transparent, automated reporting with live fund data, custom queries, and audit-ready insights.
AI Platform

Overview

One unified platform for fund and portfolio management—AI-powered, real-time, and built for smarter decision-making.

Integrations

Seamlessly connect your financial, operational, and investor data with direct integrations into your existing systems.

Secure Data Management

Enterprise-grade security, encryption, and compliance to keep your fund and portfolio data protected and audit-ready.
Managed Data Services
Resources

Case Studies

Real-world success stories showcasing how top private equity firms use Planr to drive efficiency, transparency, and portfolio growth.

Whitepapers & Blog

Expert insights, industry trends, and AI-driven strategies to transform private equity operations.

News & Media

The latest updates, press coverage, and industry conversations featuring Planr in action.
Company

About Us

Learn how Planr is redefining private equity with AI for fund and portfolio intelligence.

Careers

Join a fast-growing team shaping the future of AI in private equity and portfolio management.

Leadership Team

Meet the experts behind Planr—a team of investors, technologists, and industry leaders.

Partnerships

Collaborate with Planr to bring cutting-edge AI and data intelligence to private equity firms and portfolio companies.

Who We Serve

Empowering GPs, LPs, and portfolio companies with AI-powered insights.

Contact Us

Get in touch to see how Planr can transform your portfolio monitoring and decision-making.