Related Products
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About
Orca is a unified fund management platform designed specifically for venture capital and private equity firms to automate and streamline core fund workflows in a single system, replacing manual processes and disparate tools with connected end-to-end capabilities that improve efficiency and insight. Built with input from dozens of VC firms, Orca centralizes investor relations and onboarding through a modern digital LP portal and automates subscription workflows, portfolio performance tracking, fund performance analytics, prediction models, market analysis, financial statements, and customized reporting dashboards that support data-driven decisions and help firms monitor key performance indicators in real time. It also includes secure data rooms for organizing and sharing critical documents with prospective investors, integrates investor and portfolio company data to produce detailed performance views, and delivers tailored dashboards.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Venture capital and private equity professionals who need a unified fund management platform to automate operations, investor relations, portfolio tracking, and reporting
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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.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationORCA
United States
www.orcainc.com
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Company InformationPlanr
Founded: 2024
Ireland
wwwplanr.com
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Alternatives |
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Categories |
Categories |
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Integrations
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
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