Insights
Portfolio Monitoring Tools Shouldn’t Dictate Tech Stacks
Your competitive edge isn’t built on what systems your portcos use. It’s built on how fast you can turn their data — any data — into action.
PE's are ditching rigid Tools for
flexible, system-agnostic data infrastructure.
Most portfolio companies won’t use the same systems. And that’s okay — until your platform makes it a problem.
Rigid tools assume standardization. They rely on all portcos using the same CRM, the same ERP, the same finance or HR stack.
But that’s not reality.
Modern portfolios are a patchwork of platforms.
And the more you try to force uniformity, the more resistance you meet.
Here’s where the friction shows up:
When your tools demand specific formats or manual exports, portco teams become default data processors — not business drivers. You’re not enabling better decisions. You’re just adding overhead.
Portcos shouldn’t feel pressured to rip and replace tools that work for their business just to fit a fund’s template. But when platforms are inflexible, that’s exactly what happens — and it slows everyone down.
You can’t model portfolio-wide insights if half your portcos are invisible because their data “doesn’t fit.” And worse — the fund ends up making decisions based on partial truths, incomplete trends, or delayed inputs.
Being system-agnostic doesn’t mean compromising.
It means unlocking flexibility.
Modern PE funds are not compromising on a system that suits some. They’re embracing platforms that:
- Accept data from any source: whether that’s Salesforce, NetSuite, HubSpot, Xero, SAP, Excel, or even flat files.
- Cleanse, map & align metrics automatically: so you get consistency without forcing uniformity.
- Work with the tools portcos already use : so you minimize disruption and maximize collaboration.
- Let you drill into insights directly: without relying on a single source of truth to be the only one.
Any System. Any Format.
One Source of Truth.
Planr was built from day one to be data-agnostic.
No clunky integrations. No format gymnastics. Just a clean, connected view of performance, wherever the data lives.
See Planr in Action
Private equity is evolving – don’t get left behind. Experience how AI-powered insights drive better reporting, smarter decisions, and proactive portfolio management.
- A hands-on walkthrough: Experience Planr’s AI-powered insights tailored to your portfolio.
- Live demo of integrations & setup: See how Planr seamlessly connects with your existing systems.
- Discussion built around your priorities: Explore how Planr fits your specific needs and challenges.
- Expert guidance, no hard sell: Get your questions answered by industry specialists.
- Client use cases: See how top firms leverage Planr to streamline portfolio monitoring and decision-making
