Value Creation

Start To See Future Performance Of Portcos

After establishing a foundation for accessing current trading insights, incorporate your portfolio company’s CRM data to obtain a progressive view of future performance. Explore the nuances of sales bookings and revenue forecasts, blending them with current financial data to get an objective view of forward-looking analyses. In an era where managing a multitude of data sources is becoming increasingly intricate, Planr is specifically designed to guide and support you through every phase of this complex, ever-evolving landscape.

Make 'No Surprises' The New Normal

Planr dashboards offer a 360-degree view of crucial deal information, ensuring you’re always informed about your business’s current performance compared to forecasts, along with a detailed history of changes over time.

Navigate With Precision

Planr seamlessly integrates with your portfolio company’s CRM data, offering a sophisticated tool for navigating the financial future with precision. This feature is pivotal in comparing your forecasted financial plans against actual outcomes, intertwining sales bookings and revenue forecasts with real-time financial data. It provides an objective lens through which you can assess financial performance, highlighting variances that are crucial for strategic decision-making. 

Deep Dive into Pipeline Dynamics and Pushed Deals

Effortlessly monitor pipeline coverage and development, along with any significant changes, to obtain a thorough understanding of your portfolio’s sales activities. Planr enables you to track key sales KPIs, providing a deeper understanding of the intricacies within the sales process. Additionally, Planr highlights pushed deals, allowing you to expose and strategize around key challenges before they become revenue problems.

Optimize Conversions With In-Depth Funnel Analytics

Uncover the true performance of your sales funnel with detailed conversion rate analysis. From initial contact to closed deal, Revoper tracks and compares conversion rates across different revenue types, such as services versus software sales, empowering you to optimize your sales process for maximum efficiency.

Optimize Your Revenue Engine

Explore the potential of each deal. Utilizing machine learning, Planr evaluates and scores deals based on their likelihood to close. This insight empowers your sales teams to prioritize their efforts, focus on high-value opportunities, and increase the efficiency and effectiveness of the sales process. It’s a strategic advantage in optimizing your sales pipeline and boosting conversion rates across your portcos.

Why Planr?

Know instantly whether today’s performance will deliver tomorrow’s results.

Planr Plugs Directly Into Portco Systems and Is up and running in hours

Nobody wants a six-month project. Jumpstart your value creation with Planr, offering immediate access to deep insights across your portcos revenue engine; conversion rates, slipped deals, pipeline coverage and rep performance metrics including attainment rates and ramp-up times, amongst other things.

Sales Insights That Drive Growth

Rapidly uncover the blockers to revenue growth and leverage actionable insights for better, faster decision-making.

Planr acts as your single source of truth to identify opportunities and optimize your strategy. Whether it’s pipeline coverage, quota coverage, rep attainment rates, forecast accuracy or conversion rates (new v existing, region, product, revenue type etc), Planr will pinpoint blockers so you can focus on fixing them.

Effortless Implementation

Forget the days of cumbersome system integration, Planr is designed to integrate seamlessly into your workflow. Within an hour, Planr can be implemented so that you can view key deal and financial data effortlessly, enabling a unified view of your portfolio performance.

Accurate Forecasting

Leverage the power of AI to predict bookings, revenue and cash forecasts with unparalleled accuracy. Planr analyzes historical data and current trends to provide a realistic projection of quarterly and annual sales, helping you to set achievable targets and strategize accordingly.

Guidance For New Hires

New to the business? Planr acts as your seasoned guide, offering predictions and insights to steer your strategy in the right direction.

Unique Insights For Every Deal

Unlike the basic ‘win rates’ that CRMs may demonstrate, Planr uncovers the true performance of the sales funnel within each portfolio company with detailed conversion rate analysis using our unique architecture and historical data collection.

Collaborte With Your Portfolio Companies

We understand the importance of seamless collaboration between investors and portfolio companies, which is why we’ve embedded this ethos into every feature of our platform. Planr provides an integrated ecosystem where data-driven insights, and strategic alignment form the cornerstone of your shared success.

Our out-of-the-box insights and AI-powered forecasting help investors and portfolio companies work together more effectively, breaking down silos and fostering a culture of partnership. With Planr, collaboration becomes the driving force behind growth, helping you and your portfolio companies unlock untapped potential and accelerate towards your goals.

Out of the box

Value Creation

Start To See Future Performance For Portcos

What's Included
Additional Add-Ons