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
-
1 Active Due Diligence
-
3 Users
-
Email & Phone Support
-
Desktop Only
Premium
-
3 Active Due Diligence
-
6 Users
-
Email & Phone Support
-
Desktop Only
Elite
-
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
FAQs
what systems can planr connect to?
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.
how long does it take to set up?
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.
Can i use planr after we have acquired a company?
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.
How long is a due diligence contract?
All due diligence plans are subject to a 36 month contract billed annually.
Client Testimonials
