Services
We work with many PE’s and their Portfolio Companies in delivering a wide range of value ad services in the areas of Managed Data Service, Value Creation, Commercial Due Diligence, Investment Preparation and ESG Reporting.
Managed Data Service (MDS)
At Planr, we understand the challenges PE firms face in managing extensive data from portfolio companies. Our Managed Data Service (MDS) is designed to alleviate these burdens, offering a comprehensive solution that ensures your data is not just collected, but meticulously curated and ready for analysis.
- Data Submission: Portfolio companies submit their financial information, KPIs, OKRs etc directly to us using existing templates, spreadsheets, through a web front-end or direct integrations. An SLA is in place between the PE fund, Portco and Planr to ensure all parties are aware of what their roles and responsibilities are as well as timelines etc.
- Data Processing: Our team ensures the data flows into your Planr instance, ensuring every detail is captured accurately and data quality is to the required standard.
- Continuous Improvement: We work with you to refine and enhance the data collection process, adapting to your evolving needs.
Results: You get the data you need when you need it.
Say goodbye to the endless back-and-forth with portfolio companies. Our dedicated team handles all aspects of data collection, from initial requests to final uploads.
Using the Planr platform, we guarantee the accuracy and reliability of your data, ensuring it meets your analytical needs.
Our process is designed to eliminate redundancies and simplify data review and approval, saving you time and resources.
We understand that each GP has unique needs. Our service includes custom reporting cycles, tailored to your requirements, whether monthly, quarterly, or as needed
- Data Submission: Portfolio companies submit their financial information, KPI’s, OKRs etc directly to us using existing templates, spreadsheets, through a web front end or direct integrations. A SLA is in place between the PE fund, Portco and Planr to ensure all parties are aware of what their roles and responsibilities are as well as time lines etc.
- Data Processing:Our team ensures the data flows into your Planr instance, ensuring every detail is captured accurately and data quality is to the required standard.
- Continuous Improvement: We work with you to refine and enhance the data collection process, adapting to your evolving needs.
Value Creation
Improve your company’s sales performance with our Value Creation Service. Our service is designed to streamline your sales operations, optimize processes, and maximize revenue
- Comprehensive Process Analysis: In-depth assessment and mapping of your current sales processes to identify areas for improvement.
- Sales Data Analysis: Utilizing advanced analytics to gain actionable insights from your sales data, such as sales team performance, conversion rates, forecast accuracy, pushed/slipped deals analysis.
Results: Your company will win more deals.
Commercial Due Diligence Lite
Our Commercial Diligence Lite Service provides immediate insights into the quality of sales operations, sales pipeline etc. for an acquisition target. With a guaranteed 24-hour turnaround time, this service provides a quick checkpoint on the current and future performance of the company. Giving you a comprehensive understanding of the sales efficiency prior to investing further in the diligence process.
- In-Depth Sales Audit: Comprehensive review of the existing sales processes, identifying inefficiencies and areas for optimization.
- Performance Metrics Analysis: Detailed analysis of sales data to provide Key Performance Indicators across the sales function.
- Improvement Recommendations: Actionable insights and strategic recommendations to enhance sales efficiency and effectiveness.
Results: Within 24 hours you will have a go/no go in relation to committing to a full Commercial Due Diligence process.
Investment Preparation
Our comprehensive Investment Preparation service will assist you to ready your company for investment. It is designed to ensure you identify any potential issues in advance of meeting your future investors.
- Comprehensive Process Analysis: In-depth assessment and mapping of your current sales processes to identify areas for improvement.
- Sales Data Analysis: Utilizing advanced analytics to gain actionable insights from your sales data, such as sales team performance, conversion rates, forecast accuracy, pushed/slipped deals analysis.
Results: You avoid a price chip during the investment negotiation phase.
ESG Reporting
With our Environmental, Social, and Governance (ESG) reporting service we will help you navigate the regulatory maze and get clarity on what your company is required to disclose. We prepare your company not only for current reporting requirements but also the future requirements of ESG reporting.
- Streamline: Your data collection, analysis, and reporting processes.
- Comply:With evolving global sustainability disclosure directives from bodies such as EFRAG (CSRD), ISSB (IFRS S1 & S2), SASB, TCFD and SEC etc.
- Develop: Investor-grade ESG metrics that your shareholders can trust..
- Automate: Your data collection and ESG report generation.
Results: You stay ahead of the curve on ESG.
