Insights

Portfolio Monitoring Tools Shouldn’t Dictate Tech Stacks

Your competitive edge isn’t built on what systems your portcos use. It’s built on how fast you can turn their data — any data — into action. 

PE's are ditching rigid Tools for
flexible, system-agnostic data infrastructure.

Most portfolio companies won’t use the same systems.  And that’s okay — until your platform makes it a problem.

Rigid tools assume standardization. They rely on all portcos using the same CRM, the same ERP, the same finance or HR stack.

But that’s not reality.

Modern portfolios are a patchwork of platforms.
And the more you try to force uniformity, the more resistance you meet.

Here’s where the friction shows up:

Endless back-and-forth with portcos.

When your tools demand specific formats or manual exports, portco teams become default data processors — not business drivers. You’re not enabling better decisions. You’re just adding overhead.

Tech decisions get made for the wrong reasons.

Portcos shouldn’t feel pressured to rip and replace tools that work for their business just to fit a fund’s template. But when platforms are inflexible, that’s exactly what happens — and it slows everyone down.

Analysis gets stuck in translation.

You can’t model portfolio-wide insights if half your portcos are invisible because their data “doesn’t fit.” And worse — the fund ends up making decisions based on partial truths, incomplete trends, or delayed inputs.

Being system-agnostic doesn’t mean compromising.
It means unlocking flexibility.

Modern PE funds are not compromising on a system that suits some. They’re embracing platforms that: 

Any System. Any Format.
One Source of Truth.

Planr was built from day one to be data-agnostic.
No clunky integrations. No format gymnastics. Just a clean, connected view of performance, wherever the data lives.

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.