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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

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/

Product Features

Product Features

M&A

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