One Unified Platform
For Private Equity Firms & Portfolio Companies

Don’t Put Off Until Tomorrow What You Can Do Today
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.
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.
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.
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.
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.
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.
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.
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.
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;
Get The Full Picture With Planr
+100s More AI Powered Insights For Private Equity Investors & Portfolio Companies
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.
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
In a world full of uncertainty, make no surprises the new normal.