complete visibility across your portfolio in a single platform
Smarter. Faster. Simpler.
Being data-rich is no longer enough – it’s time to become data-driven to stay ahead of the competition. Our AI-powered intelligence platform consolidates data from across your portfolio companies, providing you with real-time insights that help you make informed, data-driven decisions. Don’t let your data become a missed opportunity – unlock its potential.
Fuelling growth for leading firms & portco's
Complete visibility across your portfolio
on a single platform
An objective single source of truth of current and future financial performance that is easy to consume for investors, board members and C-suite. All in real time. Anytime. Anywhere
Portfolio monitoring & real-time Company Vitals
No more time wasted chasing portfolio companies
Accessing portfolio company data shouldn’t slow you down. Spend more time turning insights into growth opportunities by simplifying and optimizing your portfolio management analysis – all in one cloud-based platform.
AI Driven Predictive Forecasting
An objective, intelligent view of future financial performance
Nobody has a crystal ball to predict the future but with Planr get an unbiased, objective view of future revenue, cash & bookings based on your current and historical data.
go to market analysis
Find the truth in your pipeline
Bookings are the foundation of revenue, pipeline is the foundation of bookings. Get a rounded picture of the health of the pipeline and whether the pipeline is aligned to achieving your bookings targets.
- Pipeline Coverage
- Forecast Accuracy
- Conversion rates per category of deal
- Deals Won/Lost By Source
- Pipeline Build
- Pushed Deals
sales team attainment
Ask your team the right questions
Automatically analyse whether the sales team is over or under resourced while also providing other key metrics including likelihood of target attainment:
- ramp up times
- sales team attainment rates
- forecast accuracy calculation
- pipeline coverage per team/geo/vertical
- Analyse Sales team by capacity by team & location
scenario planning & modelling
Navigate market uncertainty with confidence
Scenario Modelling puts you in full control to map out mulitple scenarios for growth and visualise their impact on the company over any horizon.
Use the Planr what if analyser to see in real time how your plans are impacted by changes occurring both inside and outside of your business. Do you want to see how an increase in global GDP impacts your sales forecast? Planr can tell you the answer in seconds and it can be quickly shared with relevant stakeholders.
Industry Awards
Drive the revenue performance of
your portfolio in real-time
Planr dashboards provide you with 360 degree visibility of your investment business
Early-warning Alerts To Changes In Company & Portfolio Performance
Real-time Insights On Portfolio Company Performance
96% Revenue
Prediction Accuracy
Armour Of Defence
Ask Your Team The Right Questions
No More Surprises At Board Meetings
+100s More AI Powered Insights For Private Equity Investors & Portfolio Companies
How It Works
In the click of a button, Planr connects portfolio company data across CRM, Finance, ERP, and HR systems providing investors, board members and executives with a single source of truth for the financial health and outlook across every company within the portfolio.
Within minutes, Planr gives you an unbiased, scientific view of your financial performance so you can adjust your strategy, outmanoeuvre the competition and maximise your returns. Using machine learning, the platform can predict 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.
How Planr transformed Calligo's revenue performance
Planr is enabling Calligo to grow predictably, to optimise sales and marketing capacity and to deliver revenue and sales assurance, profitability and cash flow.
