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.

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:

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.

How proof of future revenue performance secured TDS' buy-out

Planr gave the CEO & leadership team what they needed in order to convince the buyers that TDS could deliver the projected future revenue, ultimately securing a 33% higher valuation.

Uncover new insights with AI-powered predictive analytics

Identify hidden risks to revenue growth, action data-driven recommendations, and track results in real-time.