Intelligent Data Cloud For Private Equity
Value Creation and AI Insights
Next Gen Portfolio Management Software For Private Equity
- Portfolio Monitoring
- Value Creation
- AI Powered Analytics
- LP Reporting
- ESG Reporting
- Secure Data Management
![](https://planr.com/wp-content/uploads/2024/05/Value-Creation-1024x890.png)
record THE PAST, predict Your FUTURE.
Planr’s Intelligent Data Cloud gives a forward-looking view of projections for bookings, revenue and cash in your portfolio as well as traditional portfolio monitoring giving a clear view as to what has happened.
- Rapid Deployment. Nobody wants another 6 month project to improve their private equity portfolio management.
- Use Planr’s suite of integrations to have portfolio monitoring live in an hour per portco
- Track updates and KPI’s from multiple businesses across your fund
- Get forward looking view of what your data says will happen
- No more digging through board decks and Excel files
- Unlimited Integrations
![Private Equity Portfolio Management Platform](https://planr.com/wp-content/uploads/2023/09/Planr-Gifs.gif)
INSTANT DATA CENTRALIZATION
Streamline data collection from multiple sources across your portfolio using our suite of pre-built integrations.
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HOW PROOF OF FUTURE REVENUE PERFORMANCE SECURED TDS' BUY-OUT
Planr gave us everything we needed to convince the buyers that TDS could deliver the projected future revenue and currently we are on track to do that.
Sean Murphy | TDS
CFO
Next 12 Month Revenue Accuracy
0
%
Increased Company Valuation
0
%
Decreased Pushed Deals
0
%
![](https://planr.com/wp-content/uploads/2023/11/TDS.jpg)
HOW PLANR TRANSFORMED CALLIGO'S REVENUE PERFORMANCE
If we are at risk of missing a revenue target, I know about it. Planr gives me the insights and time to intervene and course correct.
Julian Box | Calligo
CEO
Increase In Revenue In 9 Weeks
0
%
Increased Confidence In Forecasts
0
X
Time Saved
Per Day
Per Day
0
Mins
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re-write the playbook. disrupt the norm.
One platform for investment, value creation, and finance teams to collaborate with consistent and trusted data.
![](https://planr.com/wp-content/uploads/2021/11/Planr-Logo-Dark-Blue-1024x450.png)