THE AI PLATFORM that supercharges your Portfolo Management
In a landscape where legacy tools create silos and can only tell you what happened, Planr is built for forward-thinking Private Equity disruptors who realize that real-time insights and predictive analytics can drive exponential returns.
THE AI PLATFORM that supercharges your Portfolio Management
In a landscape where legacy tools create silos and can only tell you what happened, Planr is built for forward-thinking Private Equity disruptors who realize that real-time insights and predictive analytics can drive exponential returns.
Unparalleled Insights Without an
Army of Analysts
Planr is not just a tool; it’s the smart AI platform to gain a competitive edge and compete with the world’s biggest. Forget hiring an army of analysts—Planr transforms data overload into strategic insights, helping you identify what’s happening, pinpoint what’s at risk, and expose the underlying challenges affecting your portfolio companies’ ability to maximize their value.
Portfolio monitoring
Establish a robust data-driven foundation by integrating key financial data effortlessly.
Value Creation
Layer in CRM data, unlocking a forward-looking perspective on your portfolio’s performance.
Ai-powered Insights
Compare performances, utilize predictive analytics and establish robust fund reporting.
LP reporting
Effortlessly customize and automate your LP reports, maintaining full control over stakeholder communications.
ESG Reporting
Centralize ESG data and customize your reports to meet evolving standards while maintaining complete control.
Secure Data Management
Safeguard your data with enterprise-grade technology, encrypted transmissions, and continuous monitoring.
Past. Present. Future.
Most portfolio management systems still leave firms navigating through manual processes, which can lead to delayed or reactive decision-making. Harness the power of AI to streamline data collection and analysis to access forward-looking insights that enable your firm to anticipate trends and adjust strategies proactively rather than merely compiling historical financial reports.
- Go from manual to automated across funds in a week
- Track KPIs from multiple departments across the business
- No more digging through board decks and excel files
- Zero interruptions to current business flow
- Normalise & process data using AI
- Unlimited Integrations
Instant Data Centralization
No more 6 month projects to get a view on portco data. Whether you’re looking to report on a single set of financials or get a streamlined view on multiple CRMs post acquisition, our AI-enhanced integrations normalize and process data, delivering a single source within a matter of hours.
How Proof Of Future Revenue Performance Secured TDS' Buy-Out
How Planr Transformed Calligo's Revenue Performance
Per Day
Industry Awards
Some recent industry accolades for our private equity portfolio management platform.
A portfolio management platform as flexible & forward-thinking as you are
Book a demo to see how the Planr platform transforms data into insights with the most streamlined integrations and AI-powered analytics, purpose-built for disruptive Private Equity funds.
