Ask a deal team what eats their week, and portfolio reporting comes up first.
Someone opens a PDF board pack, finds the right page, and types the number into a spreadsheet. Then does it again for the next portfolio company, and the next, every single quarter.
Planr Omnia was built to take that work off your plate.
Not by giving you another dashboard to dig through. By handing you instant answers, instant analysis, instant perspective, and instant alerts, on your desktop, your tablet, or your phone, without you or your team having to manually collect, clean, or re-type a single number.
Quick Answer
Planr Omnia is the AI engine built into Planr's portfolio platform. It connects directly to the systems and files you already use, so there is no manual exporting and no re-keying numbers, and it lets you ask plain-English questions about any portfolio company, or your whole portfolio, from your phone, tablet, or desktop. It is not just an LLM answering questions. It also has its own machine learning built in, so it is forecasting what is coming next as well as answering what has already happened, and every figure it gives you is cited back to its source.
What Is Planr Omnia?
Think of Planr Omnia as the layer that sits on top of all the data Planr already pulls in from your portfolio companies, and turns it into something you can actually talk to.
Instead of opening a spreadsheet or hunting through a board pack, you ask a question in plain English, on whichever device you have in front of you, and get a grounded answer back with the source attached. It is built to feel less like software and more like having an analyst on call around the clock.
Why Isn't Planr Omnia Just a Chatbot?
Because a chatbot only tells you what already happened. Planr Omnia does that too, but it also tells you what is coming.
Alongside the language model that understands your question, Planr Omnia has its own machine learning built in, trained specifically for forecasting. That means it is doing two jobs at once: it is an LLM you can query in plain English, and it is a forecasting engine quietly running in the background. So when you ask what next quarter's revenue is likely to look like, you are not getting a guess dressed up in confident language. You are getting a genuine forecast, with the math to back it up.
How Does Planr Omnia Take the Manual Work Away?
This is the part that matters most day to day: you should not have to lift a finger to get your data into Planr Omnia in the first place.
| Where your data comes from | What Planr Omnia does with it |
|---|---|
| The systems you already run (NetSuite, QuickBooks, Xero, Snowflake, and 80+ others) | Connects directly. Numbers flow in automatically, no manual exports, no monthly download-and-upload routine. |
| Excel models | Synced automatically, or uploaded by hand if you prefer. Keeps working even when a portfolio company changes their format. |
| PDF board packs | Read automatically. Every figure is pulled out and cited back to its exact source page, no manual re-typing. |
The result: close to plug and play. You connect your data once, and from then on, the manual collection work is gone.
Can You Use Planr Omnia From Your Phone, Tablet, or Desktop?
Yes, and that is the point. Planr Omnia is not tied to your desk.
Whether you are at your desk, in a partner meeting, or catching a flight, you can open Planr on your phone or tablet and ask it the same question you would ask sitting in front of a monitor. That means real-time engagement with your portfolio wherever you are, and answers on the move instead of waiting until you are back at your laptop.
What Kind of Questions Can You Ask?
Whatever you would ask a colleague, in the same plain language you would use out loud. A few real examples:
- What was Company X's revenue last quarter, and how does it compare to their board pack?
- Which portfolio companies are behind on their EBITDA target this quarter?
- What's our blended ARR growth rate across the whole portfolio?
- What's the forecasted revenue for Company Z next quarter?
- Alert me if any portfolio company's burn rate jumps more than 15% month over month.
Ask about a single portfolio company or roll the question up across your entire portfolio. Either way, you get an instant answer, with the source cited, instead of a promise that someone will pull that together by end of week.
How Does Planr Omnia Alert You Before You Even Ask?
It does not wait to be asked. Planr Omnia runs its own instant alert system in the background, watching your portfolio and flagging what needs your attention, for example, letting you know the moment a portfolio company's revenue comes in short of target.
Between answers on demand and alerts that reach you automatically, portfolio monitoring stops being something you do once a month and becomes something that is simply always on.
How Accurate Are Planr Omnia's Forecasts?
In typical deployments, Planr Omnia's forecasting reaches around 70 percent accuracy from the moment it is switched on, using roughly two years of a portfolio company's history, and keeps improving from there, usually reaching its best accuracy within six to eight weeks. Actual accuracy and ramp time vary depending on how much clean historical data a portfolio company has to begin with.
It is also built to handle real-world data, seasonal swings, gaps, inconsistent formatting, without breaking down, and to flag anomalies early. If a portfolio company's win rate suddenly drops because a new competitor entered the market, you will hear about it from Planr Omnia before it shows up in next month's report.
Who Is Planr Omnia Built For?
Operating partners, CFOs, and managing partners who are tired of losing hours every reporting cycle to manually reading board packs, chasing down restated figures, and rebuilding the same forecast by hand.
Planr Omnia is built to take that manual layer away entirely, while keeping the audit trail your firm needs. Every number is sourced. Every correction is logged. Every forecast comes with a clear accuracy window instead of a black-box percentage. And with Planr holding SOC 2 Type 1 certification, all of this sits on a platform that has already been independently assessed.
Where Does Planr Omnia Fit?
Planr Omnia is not a standalone tool bolted onto the side. It sits directly on top of the same data layer that powers Planr's dashboards, valuations, and reporting, connected to more than 80 systems and able to take in whatever a portfolio company already produces.
That is the difference between a feature and an engine.
A feature answers questions about whatever document you hand it. An engine sits inside the infrastructure your firm already depends on, and gets more useful the longer it runs, all without asking your team to do the manual work of feeding it.
Frequently Asked Questions
What does "Omnia" mean at Planr?
Omnia is the name of Planr's AI engine, the part of the platform that answers plain-English questions, reads board packs automatically, and forecasts what is coming next across your portfolio.
Is Planr Omnia just an LLM?
No. It combines a language model for understanding your questions with its own built-in machine learning for forecasting, so it is both a query tool and a forecasting engine, not a chatbot guessing at numbers.
Does Planr Omnia replace the need for someone to check the numbers?
No. Every figure comes with a citation back to its source and a version history, so anyone on your team can verify it in seconds instead of taking it on faith.
Do I need technical staff to set Planr Omnia up?
No. Planr connects directly to the systems you already use, so getting your data in does not require IT involvement or a manual setup process. It is built to be close to plug and play.
Can I use Planr Omnia on my phone or tablet?
Yes. Planr Omnia is available on the web, inside the Planr platform, and as a native app, on iOS through the App Store and Android through the Google Play Store, so the same instant answers and alerts follow you off your desktop.
Can Planr Omnia's answers be wrong?
Any AI system can make mistakes, which is why every answer comes with a citation and an audit trail rather than being presented as unquestionable. Pairing the language model with dedicated forecasting and math tools is specifically designed to cut down the errors a chatbot alone would be prone to.
