The Future of Portfolio Management for GPs
The Only AI-Native Private Equity Platform Built for Value Creation
Private equity is moving faster than ever, and outdated reporting tools won’t cut it. Static spreadsheets, fragmented data, and backward-looking insights slow decision-making, leaving GPs in the dark when it matters most. Planr changes the game—giving you real-time, AI-driven intelligence across your entire portfolio, so you can make faster, smarter investment decisions and drive superior returns.
One Unified Platform for Smarter Portfolio Oversight
Planr centralizes your financial, operational, and commercial data into a single, AI-powered platform—eliminating silos and enabling real-time insights across every level of your portfolio. From portfolio monitoring to predictive forecasting, valuation automation, and benchmarking, Planr empowers you with the clarity and control you need to optimize fund performance.
AI-Powered Portfolio Monitoring
Planr eliminates the complexity of portfolio monitoring with automated data flows, live performance tracking, and AI-powered analytics. Get a real-time, 360° view of fund and company performance—without the manual work.
With a single, unified platform, you can monitor financials, sales, and operations in one place, ensuring full transparency, faster insights, and smarter collaboration across your portfolio.
- Real-Time Data & Reporting: Instant access to portfolio and fund performance—no spreadsheets, no delays.
- Effortless Data Flow: Fully automated data collection and integration, eliminating manual uploads.
- Seamless Deployment & Scalability: Up and running in days, integrating with your existing systems.
- Remove Human Error & Bias: Data-driven intelligence replaces gut feel, ensuring smarter, more objective decisions.
Deep Portfolio Insights That Drive Value Creation
Go beyond static reporting and unlock the real drivers of performance across your portfolio. Instead of reacting to problems after they surface, stay ahead with AI-driven insights that track deal momentum, revenue shifts, and operational efficiency—without manual effort.
With automated alerts and smart recommendations, Planr pinpoints risks and opportunities before they impact returns. Drill into company, team, and deal-level data with real-time intelligence, so you can act with confidence, not just report on the past.
- Identify Performance Trends: Our AI uncovers early indicators of growth or decline across portfolio companies.
- Drill Down to the Details: Access granular insights into sales, financials, and team execution at a company level.
- Real-Time Monitoring & Alerts: Know the moment performance shifts—no more waiting for end-of-quarter reports.
- Proactive, Not Reactive: Move beyond reporting and make data-backed decisions that drive value creation.
No More Surprises At Board Meetings.
Stop relying on outdated spreadsheets and backward-looking reports. With Planr, forecasting happens in real-time—at both the company and fund level. AI-powered models track revenue, sales, and cash flow across individual portfolio companies, rolling them up into a single, accurate forecast of fund performance.
Whether you’re evaluating growth projections, investment returns, or liquidity planning, Planr provides real-time scenario modeling so you can adjust strategies instantly. Know what’s ahead—before it happens.
- AI-Powered Forecasting: Predict revenue, sales, and cash flow at the company level—then roll it up to see full fund performance.
- Scenario Planning in Real-Time: Model different outcomes instantly to test fund-wide impacts and make proactive decisions.
- Portfolio-Wide Visibility: View forecasting at both individual portco and aggregated fund levels, ensuring a unified strategy.
- Data-Driven Capital Allocation: Confidently allocate resources with AI-driven insights that highlight risk, opportunity, and optimal investments.
AI-Powered Valuations: Faster, Smarter.
Traditional valuations are slow, manual, and prone to inconsistencies. Planr automates the entire valuation process, using AI to streamline fair value assessments, scenario modeling, and real-time adjustments. No more waiting on static reports—get instant, audit-ready valuations across your portfolio.
With seamless integration into financial, operational, and market data, Planr ensures your valuations are always up-to-date, data-driven, and aligned with compliance standards. Make valuation decisions with confidence, backed by real-time intelligence.
- AI-Driven Valuations: Automate fair value assessments with real-time data, eliminating manual calculations.
- Scenario Modeling: Instantly model different valuation outcomes based on changing financial and market conditions.
- Portfolio-Wide Consistency: Standardize valuation methodologies across all portfolio companies for accurate, comparable insights.
- Audit-Ready Reporting: Ensure compliance with industry standards and investor expectations through transparent, AI-powered valuation processes.
Effortless LP Reporting, Instant Investor Insights.
Responding to Limited Partner requests shouldn’t be a bottleneck. Planr’s LP Reporting Suite automates data collection, report generation, and investor servicing—giving you a single source of truth for all fund and portfolio insights.
With customizable templates, real-time data syncing, and automated report updates, Planr ensures that LPs receive accurate, up-to-date information in seconds. No more chasing internal teams, digging through emails, or copy-pasting into Excel.
- Automated LP Reporting: Instantly generate investor-ready reports—no manual data entry or formatting.
- Custom Query Scraper: Quickly respond to LP requests with tailored insights—without waiting on internal teams.
- Real-Time Data Syncing: Reports dynamically update as new information flows into the platform—ensuring accuracy.
- Audit-Ready Compliance: Maintain version histories and track disclosures to eliminate ambiguity in investor communications.
Smarter Comparisons, Sharper Decisions.
Comparing portfolio performance shouldn’t be a guessing game. Planr’s Investment Benchmarking delivers real-time, data-driven comparisons against industry standards, historical trends, and custom KPIs—so you know exactly where your portfolio stands.
With automated data aggregation and AI-powered insights, you can measure financial performance, operational efficiency, and value creation across companies, funds, and sectors. Make confident investment decisions backed by real-time benchmarking, not outdated reports.
- Industry & Peer Comparisons: Benchmark portfolio companies against industry averages and competitor performance.
- Real-Time Portfolio Insights: Track financial, operational, and market trends with always up-to-date data.
- Customizable Performance Metrics: Define and monitor KPIs that align with your investment strategy and value creation goals.
- AI-Powered Trend Analysis: Identify emerging risks and opportunities before they impact portfolio performance.
Why GPs Choose Planr
Private equity is competitive—Planr ensures you stay ahead.
- Real-Time Data, Not Outdated Reports: Always know where your portfolio stands with live, continuously updated insights.
- AI-Driven Decision Support: Get proactive insights, not just backward-looking data, ensuring you stay ahead of market shifts.
- Seamless Fund & Company-Wide Oversight: Drill from fund-level trends to individual deal performance for complete transparency.
- Faster, More Accurate Reporting: LPs and stakeholders get instant, audit-ready reports without manual data wrangling.
- Automated Workflows: Eliminate manual processes, streamline operations, and focus on high-value investment decisions.
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
