Secure Data Management for Private Equity
Your Data. Your Control. Total Security.
For value creation, data is everything. But with growing compliance demands, increasing cyber threats, and complex data flows across multiple systems, securing that data isn’t just a priority – it’s a necessity. Planr ensures your portfolio’s financial, operational, and investor data remains protected, controlled, and audit-ready at all times.
With enterprise-grade security, encryption, and strict governance controls, Planr eliminates data silos and minimizes risk – without adding friction to your workflow.

Enterprise-Grade Security & Compliance.
Without the Complexity
Protecting fund and portfolio data shouldn’t be an afterthought. Planr delivers ironclad security, audit-ready compliance, and seamless data governance—ensuring your financial, operational, and investor data is always protected, structured, and accessible when you need it.
Enterprise-Grade Security
Planr is built on a foundation of enterprise-grade technology, combining advanced AI, natural language processing, and cutting-edge security protocols. From seamless integrations to automated compliance, every aspect of our platform is designed to keep your fund and portfolio data secure, structured, and accessible—without adding complexity.
- Seamless System Integrations: Securely connect financial, operational, and investor data across platforms with built-in compliance.
- Automated Risk Detection: AI-driven security continuously monitors for threats, ensuring proactive protection.
- Enterprise-Grade Encryption: End-to-end encryption safeguards sensitive portfolio data at every stage.

Security by Design: Built for Private Equity
Security isn’t an add-on—it’s embedded into every layer of Planr. Our Secure Development Policy ensures that each release undergoes rigorous security testing, while continuous monitoring safeguards against evolving threats.
- Proactive Threat Defense: We stay ahead of industry risks, updating security protocols to protect against emerging vulnerabilities.
- Seamless Compliance: Built-in security policies align with financial, regulatory, and LP reporting requirements, eliminating data governance headaches.
- Data Integrity, Guaranteed: From access controls to encryption, every aspect of Planr is designed to ensure data remains untampered and investment-grade.

Encrypted Data Transmission: Protection at Every Level
From submission to storage, Planr encrypts your financial, operational, and investor data using enterprise-grade security measures.
- End-to-End Encryption: Data is encrypted in transit and at rest, preventing unauthorized access at any stage.
- Secure Key Management: Advanced cryptographic protocols ensure your encryption keys remain protected at all times.
- Multi-Layered Defense: Beyond encryption, Planr deploys multiple security measures to safeguard against breaches, unauthorized access, and cyber threats.

24/7 Continuous Monitoring: Security Without Downtime
Your data doesn’t sleep, and neither does Planr’s security infrastructure. Our real-time monitoring and threat detection ensure uninterrupted protection.
- AI-Powered Risk Detection: Predict and mitigate security threats before they impact your data.
- Dedicated Security Operations Center (SOC): 24/7 oversight ensures immediate response to potential vulnerabilities.
- Instant Alerts & Response: Planr actively identifies anomalies and takes corrective action without disrupting your workflow.

Rigorous Security Testing: Enterprise-Level Defense
Security is never a one-time process. Planr undergoes continuous internal and third-party testing to fortify our platform.
- Ongoing Penetration Testing: Internal security experts and external auditors simulate real-world attacks to identify vulnerabilities.
- Regular Compliance Audits: Independent reviews ensure we meet and exceed global security and data protection standards.
- Continuous Improvement: Our security framework evolves alongside industry best practices, keeping Planr at the forefront of data protection.

Secure Your Data with Confidence
Planr’s enterprise-grade security framework safeguards your financial, operational, and investor data with advanced encryption, AI-powered threat detection, and continuous monitoring. Stay compliant, prevent breaches, and ensure your portfolio’s most valuable asset remains protected at all times.
- Real-time access, zero security risk: Enterprise-grade protection without compromising speed or usability.
- Built for compliance: Align with fund-level governance, investor transparency, and regulatory requirements.
- Data without silos: Centralized, secure, and structured data—fully integrated with your tech stack.
- Audit-ready at all times: Automatically track disclosures, access logs, and changes for full transparency.
