Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Planr is a specialized software designed for private equity firms to effectively monitor their portfolio by integrating scattered data from various sources into a cohesive and reliable operating framework. By consolidating information from spreadsheets, PDFs, board packs, ERP, CRM, and financial systems, it ensures that KPIs and reporting are standardized throughout the portfolio. The software facilitates various functions such as portfolio monitoring, financial and operational reporting, tracking value creation, managing forecasting workflows, and generating reports for boards and limited partners, thereby enhancing performance visibility at the portfolio level. Tailored for private equity operating teams, finance departments, investors, and leaders of portfolio companies, Planr significantly reduces the need for manual data consolidation, streamlines reporting processes, and establishes a trustworthy data foundation across all owned entities. With its user-friendly interface and robust features, Planr ultimately empowers firms to make informed decisions backed by accurate and timely data.
Description
As the race for lucrative deals becomes more fierce, proactive companies are increasingly looking to harness diverse data sources and intelligence, alongside advanced analytics and workflow management systems, to gain a competitive edge. By utilizing Syfter’s robust prebuilt connectors, firms can consolidate their preferred data sources into a single platform, while also collaborating with us to leverage our data science capabilities for training machine learning models that aid in identifying and monitoring target companies. By integrating all existing data subscriptions along with internal data into Syfter, organizations can craft the most comprehensive company profiles available. Furthermore, the Syfter technology suite is designed to automate a substantial portion of the tasks related to company discovery and monitoring, streamlining processes for analysts and researchers in private equity by merging data from various sources and employing machine learning models to generate insights aligned with the firm's unique investment strategies. Ultimately, this blend of innovation and automation not only enhances efficiency but also empowers firms to make more informed investment decisions.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Crunchbase
No
DealRoom
No
HubSpot CRM
No
HubSpot Customer Platform
No
Lusha
No
Microsoft Dynamics 365
No
Salesforce
No
Semrush
No
Similarweb
No
ZoomInfo
No
Integrations
Crunchbase
Yes
DealRoom
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Lusha
Yes
Microsoft Dynamics 365
Yes
Salesforce
Yes
Semrush
Yes
Similarweb
Yes
ZoomInfo
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Planr
Founded
2024
Country
Ireland
Website
wwwplanr.com
Vendor Details
Company Name
Syfter
Country
Canada
Website
syfter.ai/