Planr

Planr is an AI-native portfolio intelligence platform built for private equity firms. It gives sponsors, operating partners, value creation teams, and finance leaders real-time visibility across the portfolio without the implementation burden of legacy systems. The platform combines portfolio monitoring, value creation tracking, and valuations in one system, helping firms move beyond spreadsheets, static dashboards, and backward-looking reporting. Planr is system-agnostic, so it can unify data from portfolio company systems as well as spreadsheets, board packs, and PDFs. The result is faster reporting, better cross-portfolio visibility, and earlier insight into what needs attention. Planr is built for PE firms that want a more intelligent way to manage portfolio performance.