One Unified Platform
For Private Equity Firms & Portfolio Companies
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Our Value Proposition
Don’t Put Off Until Tomorrow What You Can Do Today
Smart
Planr is the new way for investors & CEOs to assess and predict the future success of their financial performance - revenue prediction, deep insights, FP&A, ESG Metrics, and real-time trading at your fingertips - in one unified platform.
Agile
In the click of a button, Planr connects company data across CRM, Finance, ERP, and Data Lake systems and within 4 hours gives you a single source of truth for the financial health and outlook across your portfolio or company.
Collaborative
Removing the administrative time, friction and human bias associated with financial management, Planr gives investors and CEOs instant access to an unbiased, intelligent view of revenue predictions across their portfolio or company.
Complete Visibility Across Your Portfolio
Within miunutes you can have an unbiased, scientific view of your financial performance so you can adjust your strategy, outmanoeuvre the competition and be there first.
Private Equity
Removing the administrative time, friction and human bias associated with portfolio management, Planr gives investors instant access to an unbiased, intelligent view of revenue predictions across their portfolio.
Portfolio Companies
Amidst a market downturn, Planr is helping CEOs tighten their financial grip by exposing hidden threats, surfacing additonal revenue opportunities and scenario planning various cases to future-proof their companies.
Complete Visibility Across Your Portfolio
Within miunutes you can have an unbiased, scientific view of your financial performance so you can adjust your strategy, outmanoeuvre the competition and be there first.
AI Predictive Forecasting
Planr uses AI to analyse data and build predictable models for sales attainment. We then ‘rev rec’ bookings and convert to cash.
Boards and teams can instantly model deal/no deal scenarios and how they impact all the way through to cash.
GL integration of actuals automatically updates Planr’s forecasts as they happen.
Go To Market Analysis
Bookings are the foundation of revenue, pipeline is the foundation of bookings. Planr provides a rounded picture of the health of the pipeline and whether the pipeline is aligned to achieving your bookings targets. Planr will display and track the below metrics;
- Pipeline Coverage
- Forecast Accuracy
- Conversion Rates Per Category Deal
- Deals Won/Lost By Source
- Pushed Deals
- Pipeline Build
Get The Full Picture With Planr
Current Trading Inights In Minutes, Not Days.
Early-warning Alerts To Changes In Company & Portfolio Performance
Real-time Insights On Current Trading
96% Revenue
Prediction Accuracy
Armour Of Defence
Ask Your Team The Right Questions
No More Surprises At Board Meetings
+100s More AI Powered Insights For Private Equity Investors & Portfolio Companies
How It Works
In the click of a button, Planr connects portfolio company data across CRM, Finance, ERP, and Data Lake systems and within 4 hours gives investors and executives a single source of truth for the financial health and outlook across every company within the portfolio.
Investors and Executives get instant, automated access to an unbiased, intelligent view of their portfolio and company performance. Using machine learning, the platform predicts the revenue for your portfolio and the individual companies within it for the current financial year and beyond, with proven 96%+ accuracy.
Available on Desktop, iOS & Android.
About Us
From founder-led start ups to private-equity backed acquisitions, the team at Planr knows first-hand what is required to achieve rapid revenue growth and increase your maximum potential valuation.
“We built Planr because we have been there – in C-Suite and investor roles where you are informed at the last minute that a target will be missed. You have to report a loss without accurate insight into what happened or how you can prevent it from happening again.
Planr gives leaders the unbiased visibility, control and confidence they need to deliver revenue growth, to protect what they are building and ultimately, to sleep soundly at night.”
Owen Pagan
CEO
Case Studies
How Planr transformed Calligo's revenue performance
Planr is enabling Calligo to grow predictably, to optimise sales and marketing capacity and to deliver revenue and sales assurance, profitability and cash flow.
How proof of future revenue performance secured TDS' buy-out
Planr gave the CEO & leadership team what they needed in order to convince the buyers that TDS could deliver the projected future revenue, ultimately securing a 33% higher valuation.
Uncover new insights with AI-powered predictive analytics
Identify hidden risks to revenue growth, action data-driven recommendations, and track results in real-time.
No More Surprises At Board Meetings
In a world full of uncertainty, make no surprises the new normal.