Planr DataBridge
From PDF Chaos to Portfolio Clarity. Instantly.
Stop chasing reports and piecing together fragmented data. Planr automates portfolio monitoring, giving you a real-time, 360° view of fund and company performance—without the manual work.
Transform Board Packs to Dashboards in 3 Steps
What used to take analysts days or weeks now happens automatically.
Planr turns static PDFs into living data – ready to analyse, compare, and act on.
Instantly Upload Your PDFs
Drop in your board packs, investor reports, and financial updates – no templates and no setup required.
- Drag-and-Drop Simplicity: Upload files directly to your Planr workspace in seconds.
- Automatic File Detection: Planr identifies the type of document - board pack, KPI summary, or monthly update.
- Batch Uploads: Upload multiple reports at once for faster analysis.
- Secure Handling: All documents are encrypted and processed within Planr’s secure environment.
AI Reads and Structures Every Page
Planr’s trained models identify and extract key financial data from complex tables and layouts — converting static PDFs into clean, structured datasets.
- Metric Recognition: Detects core financial metrics like ARR, EBITDA, Revenue, and Cash Flow.
- Automatic Mapping: Aligns extracted data to your standardized portfolio schema.
- Data Normalization: Cleans, formats, and scales figures for accurate comparisons across companies.
- Built-In Validation: Flags missing or inconsistent data for quick review before dashboards update.
Your Dashboards Light Up
Within minutes, your structured data flows across Planr’s portfolio dashboards — giving you consistent, comparable insights without any manual effort.
- Instant Portfolio Roll-Ups: Fund-level performance views are automatically refreshed.
- Always Current: Dashboards update as soon as new PDFs are uploaded.
- Traceable to Source: Every datapoint links back to its originating document.
- Analysis-Ready: Structured data is immediately available for modeling and reporting.
Every Month You’re Drowning in PDFs.
Your Insights Don’t Have to Be.
Every fund gets buried in board packs, investor reports, and operating updates that lock valuable unstructured data inside static documents. Planr turns that unstructured chaos into structured, actionable intelligence – instantly.
The Result?
- Endless Manual Review: Analysts waste hours hunting through PDFs just to copy and clean data.
- Inconsistent Reporting: Every portco sends data differently, killing portfolio-wide visibility.
- Delayed Insights: By the time reports are built, the numbers are already outdated.
- High Risk of Error: Manual inputs and subjective interpretations make accuracy impossible.
- Instant Data Extraction: AI reads and structures every PDF in minutes - no manual effort.
- Consistent Metrics: KPIs are automatically standardized across every portfolio company.
- Live Portfolio Dashboards: Fresh data flows straight into your portfolio views - no Excel, no waiting.
- Full Audit Trail: Every figure is traceable back to its original document for total confidence.
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
Planr instantly converts your board packs and investor reports into structured, analysis-ready data – powering live dashboards, portfolio comparisons, and fund-level insights in minutes.
- See Your Data, Structured: Watch Planr transform real board packs into clean, portfolio-ready dashboards.
- Understand the Workflow: Learn how to upload and extract data in minutes — no setup, no integrations.
- Tailored to Your Fund: Explore metrics, reporting, and portfolio roll-ups relevant to your portfolio mix.
- Expert-Led Session: No sales fluff - just a focused walkthrough from our data specialists.
- Proven Results: Hear how leading funds are cutting reporting time from weeks to hours.
