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Decision Intelligence for Due Diligence

  • Speed up deep insights on key areas during due diligence
  • Reduce team workload and increase capacity by leveraging AI 
  • Software to help you test your investment hypothesis

Due Diligence Capabilities Like Never Before

Test Your Investment Hypothesis Within 2 Hours

Get rapid objective insights into current trading, bookings, revenue & cash forecasts

Dynamically validate conversion rates by; vertical, lead sourcem & new vs.existing

Assess sales team performance, ramp up times and rep attainment rates

Use AI to assess key deals, verticals and customers

Quantify pushed deals, score pipeline velocity and health

Understand pipeline build costs, cost and efficacy of leads by source

+100s More Due Diligence Insights For Investors

Due Diligence Capabilities Like Never Before

Test Your Investment Hypothesis Within 2 Hours

Assess Company Financial Performance In 2 Hours

Current, Historic & Future Trading Insights

AI Forecasts On Sales Bookings & Revenue Recognition

Sales Velocity & Pushed Deals

EBITDA & Cashfow Forecasting

Ask The Management Team The Right Questions

+100s More Due Diligence Insights For Investors

pricing that grows with your Portfolio

Whether you are a small investment team or an international firm, Planr can give you the unbiased visibility, control and financial grip you need to evaluate new assets.

Starter

500
/month
  • 1 Active Due Diligence
  • 3 Users
  • Email & Phone Support
  • Desktop Only

Premium

650
/month
  • 3 Active Due Diligence
  • 6 Users
  • Email & Phone Support
  • Desktop Only

Elite

850
/month
  • 5 Active Due Diligence
  • 10 Users
  • Dedicated Account Manager
  • Desktop & Mobile App

Decision Intelligence At Your Finertips

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.

make no surprises the new normal

Schedule a live 1:1 demo to get your questions answered and learn how Planr can transform the way you analyse new investments.
 

FAQs

We have 30+ native integrations across multiple CRM, ERP, Finance & HR systems. 

If you are unable to access your prospects 3rd party systems, we can connect to your data room directly or simply import spreadsheet data.

Within 2 hours, you can have access to deep insights across your prospects current and historical financial performance.

After 2 weeks,  the system will have taken 2 snapshots from your prospects latest trading performance to layer iour AI & Machine Learning to give you an accurate view on future financial performance. 

Our Due Diligence module is only one element within the platform.

Planr is a decision intelligence platform designed for PE firms to manage the full investment lifecycle. 

From due diligence and portfolio monitoring to exit management, Planr brings your portfolio company data into one dedicated Private Equity platform to give investors instant access to an unbiased, intelligent view of revenue predictions across their portfolio.

All due diligence plans are subject to a 36 month contract billed annually.

Client Testimonials

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Decision Intelligence For Due Diligence

Planr is the decision intelligence platform helping investors quickly interrogate valuations, increase leverage and lay solid foundations for post transaction collaboration