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About

Navable is a customizable alternative asset management suite that helps fund managers and private market firms move critical finance and investor operations out of spreadsheets into a dedicated digital platform that streamlines processes and increases transparency. It automates carried interest and compensation planning by managing vesting schedules, allocations, co-invest programs, award letters, and reporting in one place, reducing manual errors and operational overhead. It includes a branded total compensation dashboard that gives employees visibility into salary, bonus, carry, and co-invest values, helping improve retention and incentive awareness. Navable also supports end-to-end digital investor onboarding with e-subscriptions, customizable workflows, compliance handling, and a secure investor portal, plus features for capital calls, distributions, document management, and regulatory checks. It provides aggregated reporting and fund-level insights for GPs.

About

Planr is private equity portfolio monitoring software that helps firms turn fragmented portfolio company data into trusted operating visibility. It connects data from spreadsheets, PDFs, board packs, ERP, CRM, finance systems, and other operating sources, then standardises KPIs and reporting across the portfolio. Planr supports portfolio monitoring, financial and operational reporting, value creation tracking, forecasting workflows, board and LP reporting, and portfolio-level performance visibility. Built for PE operating teams, finance teams, investors, and portfolio company leaders, Planr helps firms reduce manual consolidation, improve reporting cadence, and create a more reliable data foundation across the companies they own.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Private asset managers, venture capital, private equity, real estate, and hedge fund finance and operations teams seeking to automate carry, compensation, investor onboarding and private market workflows

Audience

Private equity firms, operating partners, finance teams, investors, and portfolio company leaders that need better portfolio monitoring, KPI reporting, forecasting, and value creation visibility.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Navable
Founded: 2021
United States
www.navable.com

Company Information

Planr
Founded: 2024
Ireland
wwwplanr.com

Alternatives

Alternatives

Qval

Qval

S&P Global
Backstop

Backstop

Backstop Solutions Group

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Navable and update features and information
Claim Navable and update features and information
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Claim Planr and update features and information