Planr DataThread

Keep the Claude dashboards you built. Make them live.

Claude on a static export or Excel pack gets a deal team moving fast. Then the quarter turns, the numbers go stale, and someone rebuilds the dashboard. DataThread keeps Claude on current data from every portfolio company.

Book a walkthrough See how it works

DataThread is part of Planr, the AI Operating System for Private Equity.

See DataThread collect from every portfolio company and feed Claude over MCP.

Trusted by Leading Investment Firms

How it works

It sits alongside your system of record. Nothing to rip out.

Deal teams keep their review layer. DataThread adds the current data underneath it, computes every number with code and hands it to Claude. Claude interprets the numbers. It never has to count them.

01 · Collect

Whatever each company sends

Excel, PDF, email, SFTP or exports from your current system today. CRM, ERP and HRIS by API where that pays off.

02 · Structure

Planr DataThread

Pulls on your schedule, every morning if you want. Maps every company to one set of definitions and calculates every metric with code, so each figure traces back to what the portco submitted.

03 · Ask

Claude, or any LLM

One MCP connection covers the whole portfolio. No wiring Claude up company by company.

59%

Fewer Claude tokens

Planr does the pulling and structuring, so your tokens go on analysis, not on reading files in and re-reading the same history. Average across two PE customers.

No new demands on your portcos

Take what each company sends today.

Asking a portfolio company to open up its systems costs political capital, especially in a minority position. DataThread works with the files companies already send. Connect a system only where it pays off, and nothing syncs until the portco CFO approves it.

Start with a few majority-owned companies

Connect their CRM for operational visibility, and keep receiving finance as you do now.

Minority positions

Nothing changes for the company. DataThread structures the pack they already send.

Every connection

Approved by the portco CFO before any data syncs.

Where home-built breaks

Claude on an export vs. Claude on DataThread.

Claude on a static export
Claude on Planr DataThread
Accuracy
On an exportClaude does the maths itself from the file. The answer reads well, and can still be wrong.
On DataThreadCode computes every figure from source data. Claude explains the numbers, it never produces them.
Freshness
On an exportRebuilt next quarter, or whenever the data turns out to be wrong.
On DataThreadRefreshed on the cadence you set, with history for trend and early warning.
Breadth
On an exportFinance only, so Claude only ever sees finance.
On DataThreadFinance plus CRM, HRIS and revenue data, so Claude has fewer gaps to fill.
Benchmarking
On an exportEvery company's file arrives in its own format, so like-for-like comparison is manual.
On DataThreadOne set of definitions, so pipeline and performance compare across the portfolio.
Durability
On an exportOnly as durable as the person who built it.
On DataThreadA maintained product. Connectors and cleansing are Planr's job, not your associate's.
Once it's connected

Ask across the whole portfolio.

Which majority-owned company's pipeline is softest this month, and by how much?

How does each company's pipeline coverage compare with the rest of the portfolio today?

Related resources

Read more.

Planr DataThread
Blog post

From Static Exports to Live Answers: How Planr DataThread Keeps Claude Current

Why dashboards built on static portfolio exports go out of date every quarter, and how DataThread gives Claude a refreshed view of every company.

Read the post →
Checker (PDF)

AI Data Readiness Checker

Is your AI reading this week's numbers, or last month's? Twelve questions across freshness, structure, trust and access. About five minutes to score your portfolio out of 24.

Download the checker →
See it live

Book a DataThread walkthrough.

A live look at DataThread feeding Claude, then a conversation about which companies to start with.

What we'll cover

  • DataThread collecting from a real company system and feeding Claude over MCP.
  • What each portfolio company would need to send or connect.
  • Which companies would make a good first pilot.
Book your walkthrough

Pick a time that suits you

No preparation needed.

Notes. 59% is an average across two PE customers whose names are withheld. SOC 2 Type 1 certified.

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