The Intelligence Platform For Private Equity
One platform for investment, value creation, and finance teams to collaborate with consistent and trusted data.
Deep Portfolio Insights In One Platform
Planr gives an objective single source of truth across current and future financial performance that is easy to consume for investors in real-time.
Stage 1: portfolio monitoring
Streamline processes, and manage portcos for optimum growth
Accessing portfolio trading data shouldn’t slow you down. With Planr you can spend more time turning insights into growth opportunities by simplifying and optimizing your analysis – all in one cloud-based platform.
Stage 2: Value Creation
Drive the revenue performance of your portfolio in real-time
Accessing portfolio trading data shouldn’t slow you down. With Planr you can spend more time turning insights into growth opportunities by simplifying and optimizing your analysis – all in one cloud-based platform.
Stage 3: AI powered analytics
An objective, intelligent view of your portfolio’s financial performance
Nobody has a crystal ball to predict the future but with Planr you can get an unbiased, objective view of future revenue, cash & bookings based on your current and historical data across each portfolio company.
- ramp up times
- sales team attainment rates
- forecast accuracy calculation
- pipeline coverage per team/geo/vertical
- Analyse Sales team by capacity by team & location
Drive Portolio performance in real-time
Planr dashboards provide you with 360 degree visibility of your portfolio
Early-warning Alerts To Changes In Portfolio Performance
Real-time Insights On Individual Portco Performance
96% Revenue
Prediction Accuracy
Armour Of Defence For Your Fund
Ask Your Portcos The Right Questions
No More Surprises At Board Meetings
+100s More AI Powered Insights For Investors
UNLIMITED INTEGRATIONS
All Your Portfolio Data In One Place - instantly.
Effortlessly consolidate portfolio data within minutes from all your business systems across accounting, CRM, ERP, HR, BI and of course, spreadsheets.
With zero interuption to current business flow, continue to report exactly as before while Planr stays connected in the background and never affects day to day business operations.
Industry Awards
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Connecting company data across CRM, Finance, ERP, and HR systems, Planr will assess and predict the future success of a company’s financial performance – revenue prediction, AI-driven insights and real-time trading at your fingertips.
In your demo, we'll show you how to;
- Consolidate all company data into a single dashboard view
- Drill down into company trading performance
- Set up leading indicators and early-warning notifications
- Use AI driven forecasts (Bookings, Revenue & Cash)
- How to use Planr's scenario modelling tool
