The Intelligence Platform For Private Equity

One platform for investment, value creation, and finance teams to collaborate with consistent and trusted data.

Play Video

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.

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

Request A Demo

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;

...plus much more.