
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.

Revolutionizing Asset Raising with Family Office Insights and Integrated CRM

Empowering Institutional Investors with Data-Driven Decision Excellence.

Revolutionizing Business Software with User-Defined Workflows and Data Configuration.