Planr seamlessly connects and consolidates data from CRM, Finance, ERP, and HR systems across portfolio companies, enabling investors, board members, and executives to gain a comprehensive view of financial health and outlook across their entire portfolio. With services ranging from sales team attainment and market analysis to AI predictive forecasting and portfolio monitoring, Planr equips businesses to make informed decisions and adjust strategies for sustained growth and success.
Bridging Language Barriers in Finance for Informed Global Decision-Making.
Empowering Asset and Fund Management with Digitized Due Diligence.
Bridging Innovations in CRM with the Future of Investment Management.