Portfolio Monitoring
Complete Visibility. 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.
The Old Way vs. The Planr Way
The old way of portfolio monitoring slows you down with backward looking reports. Planr puts you ahead with real-time insights, AI-driven forecasting, and seamless collaboration – so you can act, not react.
Competitors
- Siloed data across multiple systems
- Spreadsheets, Templates, PDFs, and manual data entry
- Delayed visibility into portfolio performance
- Limited collaboration between GPs, LPs, and portcos
- One unified platform for fund & portco insights
- Automated data collection via API to support live reporting
- Real-time updates with AI-powered analytics
- Seamless, permission-based access for all stakeholders
All Your Portfolio Data In One Place
Planr centralizes financial, operational, and commercial data across your portfolio, integrating directly with CRMs, ERPs, and financial systems to provide instant access to insights. With real-time dashboards, customizable KPIs, and seamless reporting, Planr enables you to track, compare, and analyze performance effortlessly, ensuring a comprehensive, data-driven view of your portfolio.
- Full Portfolio Overview Dashboard: See everything at a glance—fund, company, and deal-level data in real time.
- Fund Performance Dashboards: Track revenue, P&L, and fund valuations instantly.
- Bespoke Company KPIs: Define and monitor the metrics that matter without manual data pulls.
- Automated Email Updates: Keep your team, investors, and stakeholders informed—automatically.
- Dashboard Export to PPT & PDF: Generate investor-ready reports in seconds—no copy-pasting required.
Seamless Data Flow & Integrations
The old way of portfolio monitoring slows you down. Planr puts you ahead with real-time insights, AI-driven forecasting, and seamless collaboration—so you can act, not react.
- API Integrations: Connect with CRMs, ERPs, and financial systems effortlessly.
- Mapping to Chart of Accounts: Standardize financial reporting across all portcos.
- Excel Functionality & Exports: Work with data your way—without manual reformatting.
- Historic Data Snapshots: Track trends over time and compare past vs. present performance.
- Individual Journal Entries: Get full transparency into financial movements at the granular level.
Deploy in Days, Not Months
Unlike legacy systems that require months of setup and IT involvement, Planr integrates directly with your existing infrastructure – ready to go in days.
- No spreadsheets, no templates, no manual entry: Eliminate outdated processes with fully automated data collection.
- Customizable Dashboards: Tailor reporting and visualizations to align with your investment strategy.
- Automated, AI-Driven Insights: Gain proactive, data-driven recommendations that drive portfolio growth.
- Seamless System Integration: Connect effortlessly with CRMs, ERPs, and financial systems for real-time data syncing.
- Real-Time Collaboration: Enable GPs, LPs, and portfolio companies to access and analyze data in one unified platform.
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.
- A hands-on walkthrough: Experience Planr’s AI-powered insights tailored to your portfolio.
- Live demo of integrations & setup: See how Planr seamlessly connects with your existing systems.
- Discussion built around your priorities: Explore how Planr fits your specific needs and challenges.
- Expert guidance, no hard sell: Get your questions answered by industry specialists.
- Client use cases: See how top firms leverage Planr to streamline portfolio monitoring and decision-making
