Use Cases
portfolio-monitoring
Integrations
Office Functions
front-office, middle-office

Planr

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.

Website

Other Tools

Evestment Private Markets

Empowering Investment Excellence Through Intelligent Analytics.

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Portfolio Monitoring
Investor Relations
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eVenture

Revolutionizing Private Equity Management, One Module at a Time.

Fundraising
Screening
Deal Sourcing
Portfolio Monitoring
Investor Relations