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.
About Planr
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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Integrations
No integrations listed.
Company Information
Planr
Founded: 2024
Ireland
wwwplanr.com
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
In Person
Videos
Support
Phone Support
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