Complete visibility across your portfolio in a single platform.
Connecting portfolio company data across CRM, Finance, ERP, and HR systems, Planr will assess and predict the future success of your portfolio’s financial performance – revenue prediction, AI-driven insights, and real-time trading at your fingertips.
In your demo, we'll show you how to;
- Consolidate all portfolio data into a single dashboard view
- Drill down into individual portfolio company trading performance
- Set up leading indicators and early-warning notifications
- Use AI driven forecasts (Bookings, Revenue & Cash)
- How to use Planr's scenario modelling tool
