Case Study
Recognize Leverages Planr to Optimize Portfolio Operations & Reporting
Recognize, a mid-market private equity firm based in New York, manages approximately $1.3 billion in capital and focuses on investing in tech and tech-enabled services companies. Founded in 2020 by four managing partners with extensive experience in the sector, Recognize emphasizes value creation through strategic investments and rigorous portfolio management.
Prior to implementing Planr, Recognize faced several challenges in managing data across its portfolio companies.
Recognize decided to partner with Planr to streamline their portfolio management through advanced data analytics capabilities. Initially, Recognize considered building an internal solution from scratch but ultimately chose Planr as it helped them avoid extensive time and resource commitments and being immersed in projects which would likely take years to progress.