Planr Information

Planr is not just a tool; it’s a smart companion to drive value creation in portcos. The platform transforms data overload into strategic insights, helping investors identify what’s happening, pinpoint what’s at risk, and expose the underlying challenges affecting your portcos ability to maximize their value. At the click of a button, Planr connects company data across CRM, Finance, ERP, and Data Lake systems and within 60 minutes can give you a single source of truth for the financial health and outlook across your portfolio. It has been said that Planr is like having “someone with an IQ of 300 constantly looking at our portcos data.” Removing the administrative time, friction, and human bias associated with portfolio management, Planr gives an unbiased, scientific view of company performance so you can maximize your value.