Sharper Insights for
Smarter Decisions
Turn Data Chaos Into Clarity. Instantly.
Planr is not just a tool; it’s a smart AI platform that transforms data overload into strategic insights, helping you identify what’s happening, pinpoint what’s at risk, and expose the underlying challenges affecting your ability to maximise growth.
Out of the box
Next Gen Portfolio Management Software For Private Equity
Digital Transformation Starts With Data Centralisation
One platform for investment, value creation, and finance teams to collaborate with consistent and trusted data. Planr gives an objective single source of truth across current and future financial performance that is easy to consume for investors in real-time.
- Portfolio Management
- Value Creation
- AI Powered Analytics
Out of the box
Automated RevOps For CEOs, CROs & Sales Leaders
Know instantly whether today’s performance will deliver tomorrow’s revenue results.
Get instant access to an intelligent view of your pipeline & sales team performance. Using understandable AI, Planr allows you to increase win rates, expand deal size and accelerate time to close.
- Sales Analytics
- Conversion Rates
- Slipped Deals
- Pipeline Coverage
- Rep Performance
- Win Rates
+ 100s More AI Powered Insights
Fueling Investors & Revenue Titans with
Game-Changing Insights
Planr is not just a tool; it’s a smart AI platform that transforms data overload into strategic insights, helping you identify what’s happening, pinpoint what’s at risk, and expose the underlying challenges affecting your ability to maximise growth.
Out of the box
Next Gen Portfolio Management Software For Private Equity
Digital Transformation Starts With Data Centralisation
One platform for investment, value creation, and finance teams to collaborate with consistent and trusted data. Planr gives an objective single source of truth across current and future financial performance that is easy to consume for investors in real-time.
- Portfolio Management
- Value Creation
- AI Powered Analytics
Out of the box
RevOps Simplified
Know instantly whether today’s performance will deliver tomorrow’s revenue results.
What's Included
- Everything Included in Portfolio Monitoring
- Track Budget vs Actual Bookings
- Track Team Forecast Accuracy
- Quote Coverage
- Pipeline Coverage and Build
- Pipeline Changes and Pushed Deals
- Sales KPIs
- Rev Rec Bookings Through to Cash
Plus
- CRM System Integrations
- Onboarding & Training
- 24/7 Online Support
Additional Add-Ons
- Outsource Data Collection
- AI Driven Analytics & Insights
Rapid Deployment
Nobody wants another 6-month project to improve their data analytics. Use Planr’s suite of integrations to plug into fragmented data sources in just one hour.
- Track KPIs from multiple departments across the business
- Go from manual to automated across funds in a week
- No more digging through board decks and excel files
- Zero interuptions to current business flow
- Normalise & process data using AI
- Unlimited Integrations
Wave Goodbye To Data Silos
Whether you’re looking to report on a single set of financials or get a streamlined view on multiple CRMs, our AI-enhanced integrations normalize and process data, delivering a single source of truth 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.
