record THE PAST, predict Your FUTURE.

You need to see what has happened in your portfolio, but we also want to show you what will happen, give you a chance to course correct, and ask the right questions. 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. 

Private Equity Portfolio Management Platform


Streamline data collection from multiple sources across your portfolio using our suite of pre-built integrations.

re-write the playbook. disrupt the norm.

One platform for investment, value creation, and finance teams to collaborate with consistent and trusted data.

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