LP Reporting Suite
Effortless LP Reporting, Instant Investor Insights
Limited Partners expect timely, transparent, and accurate reporting—but manual processes slow you down. Stop chasing teams for data, copy-pasting into Excel, and formatting reports manually.
The Old Way vs. The Planr Way
Planr automates every step of LP reporting, from data collection to investor-ready reports. With real-time data syncing, customizable templates, and automated updates, Planr gives LPs exactly what they need – without the bottlenecks.
Traditional LP Reporting
- Manually collecting data from disparate sources slows down reporting cycles.
- LP requests require back-and-forth emails and internal delays.
- Formatting reports in Excel & PowerPoint wastes time and increases errors.
- Lack of standardization leads to inconsistent reporting across funds.
- No version control—LPs receive conflicting data across multiple updates.
- Real-time data syncing ensures LP reports are always up to date.
- One-click report generation delivers tailored insights instantly.
- Customizable report templates automatically generate investor-ready outputs.
- Fund and company-specific reports provide a single source of truth.
- Audit-ready compliance with version history tracking ensures full transparency.
A Fully Automated LP Reporting Workflow
With Planr’s LP Reporting Suite, you can generate and distribute customized, investor-ready reports in seconds – no manual effort required.
- Automated LP Reporting: Instantly generate investor-ready reports with one click—no manual formatting or data entry.
- Custom Query Scraper: Quickly respond to LP-specific data requests without waiting on internal teams or chasing down numbers.
- Real-Time Data Syncing: LP reports update automatically as new financial, sales, and operational data flows into the platform.
- Fund & Company-Specific Reports: Generate tailored reports at the fund, portfolio company, or deal level, ensuring LPs receive relevant insights.
- Customizable Reporting Templates: Build branded, investor-ready reports that match LP expectations—without Excel work.
No More LP Reporting Delays. No More Data Silos.
Most platforms tell you what happened—Planr tells you what’s coming next. With AI-driven alerts, predictive modeling, and real-time insights, Planr ensures you stay ahead of performance shifts, mitigate risks before they impact returns, and make smarter, data-driven decisions – faster.
- No more manual data collection: Planr syncs all financial, operational, and sales data in real time.
- No more chasing teams for updates: Reporting is automated, consistent, and investor-ready.
- No more last-minute formatting: Customizable LP reporting templates do the work for you.
- No more reporting inconsistencies: Every report is audit-ready, standardized, and up to date.
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
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