Moved beyond backwards-looking portfolio reporting.
Five Elms saw value in a broader operational view: one that empowered Operating Partners and Deal Teams as well as Finance.
Wanted to completely standardize their portfolio reporting.
American Pacific Group chose Planr over Chronograph due to its diverse integrations and ability to automate the entire data ingestion and portfolio reporting process, using AI.
Needed portfolio visibility across a multi-strategy investment firm.
Omnes invests across several industries, with different strategies for each. Planr makes that structure clear enough for teams to act on.
Chose flexibility where iLEVEL struggled.
"Planr solved all this, and having the GTM & Value Creation under the same roof was the real secret sauce that set it apart for us." Stephen Moore, CGE Partners
Chose Planr to bridge finance and value creation.
Updata had looked at portfolio monitoring and value-creation tools separately. Planr changed the conversation by connecting both worlds in one governing layer.
The common thread is Planr.
The Private Data Cloud for Private Equity.
The data infrastructure layer for the asset class: ingesting, normalising, and modelling the operating data portfolio companies already produce.
A Trivest portfolio company
"By leveraging Planr across your portfolio companies, PE firms can aggregate data at the enterprise level to gain a unified, real-time view of all their performance metrics in a single dashboard. This centralized visibility is a critical strategic advantage that many firms have historically struggled to achieve."
Adam Zeitsiff, CEO, Dominique Dawes
Adam's advice to PE firms considering Planr: the real opportunity is not only faster reporting inside one company, but a trusted view that can roll up across the portfolio.
