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Planr is not just a tool; it's a smart companion to drive value creation.

• Portfolio Monitoring
• Value Creation
• AI Analytics
• LP Reporting
• ESG Reporting
• Secure Data Management

The platform transforms data overload into strategic insights, helping investors identify what's happening, pinpoint what's at risk, and expose the underlying challenges affecting your portfolio company's ability to maximize their value.

With just a click, Planr seamlessly connects your CRM, Finance, ERP, and Data Lake systems, providing a unified, accurate view of your portfolio—past, present, and future. Within 60 minutes, gain a single source of truth that drives smarter decisions and more confident outcomes.

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

Keywords

predictable revenue growth, financial modelling, business performance, scenario modelling, continuous forecasting, sales planning, sales pipeline health, sales team capacity, budgeting & forecasting, rapid deployment, active planning, future revenue performance, corporate performance management, enterprisegrade saas, financial planning & analysis fp, a, due diligence, private equity, portfolio company performance, highgrowth tech saas performance, decisionmaking, digital transformation

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