Due diligence
A Rapid, Objective View On Prospective Investments
Using our powerful AI algorithms to analyze vast amounts of data from across various sources, you can quickly extract key insights, and identify potential risks or opportunities like never before. Using Planr to get an objective, scientific view of current and future financial performance, investors are equipped with the insights to make informed investment decisions with confidence.
Get A Baseline On Prospective Investments within Hours
Save time, minimize risks, and maximize returns with due diligence powered by Planr.
Forecast Accuracy
(Bookings, Revenue & Cash)
Dynamically Validate Conversion Rates
Quantify Pushed Deals
Assess Sales Team Performance
Scenario Model & Plan Use Cases
Discuss Key Deals, Verticals & Customers
Pipeline Analysis
(Coverage, Changes & Source)
Early-warning Triggers
Rapid Deployment
Say Goodbye To Data Silos
Effortlessly consolidate company data within minutes from across all business systems including accounting, CRM, ERP, HR, BI and of course, spreadsheets.
With zero interuption to current business flow, conduct due diligence exactly as you would before while Planr stays connected in the background alerting you to any changes.
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Joe Bloggs
Managing director
Save 100s Of Hours On Due Diligence
Connecting company data across CRM, Finance, ERP, and HR systems, Planr will assess and predict the future success of a company’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 company data into a single dashboard view
- Drill down into 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
