Managed Data Services For
Private Equity Firms
Why Choose Planr MDS?
At Planr, we understand the challenges PE firms face in managing extensive data from portfolio companies. Our Managed Data Services (MDS) are designed to alleviate these burdens, offering a comprehensive solution that ensures your data is not just collected, but meticulously curated and ready for analysis.
Say goodbye to the endless back-and-forth with portfolio companies. Our dedicated team handles all aspects of data collection, from initial requests to final uploads.
Using the Planr platform, we guarantee the accuracy and reliability of your data, ensuring it meets your analytical needs.
Our process is designed to eliminate redundancies and simplify data review and approval, saving you time and resources.
We understand that each GP has unique needs. Our service includes custom reporting cycles, tailored to your requirements, whether monthly, quarterly, or as needed
How Planr MDS Works
- Data Submission: Portfolio companies submit their financial information, KPI’s, OKRs etc directly to us using existing templates, spreadsheets, through a web front end or direct integrations. A SLA is in place between the PE fund, Portco and Planr to ensure all parties are aware of what their roles and responsibilities are as well as time lines etc.
- Data Processing:Our team ensures the data flows into your Planr instance, ensuring every detail is captured accurately and data quality is to the required standard.
- Continuous Improvement: We work with you to refine and enhance the data collection process, adapting to your evolving needs.
Get Started With Planr MDS
Embrace the future of data management with Planr’s Managed Data Services. Our team is ready to transform how you collect, process, and analyze data, freeing you to focus on what matters most—driving value for your portfolio companies.
