Read 5 Planr reviews and testimonials from customers, explore 5 case studies and customer success stories, and watch customer videos to see why companies chose Planr as their undefined

Planr is the only AI-native platform that gives you real-time, portfolio-wide intelligence – no spreadsheets, no PDFs, no delays. Seamlessly connect to your portfolio companies and uncover insights that drive smarter, faster decisions. Maximize portfolio value, streamline operations, and strengthen investor relationships – all on a single AI-powered platform built for PE.

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Customer Rating Review Scorebased on 12 reference ratings
4.9/5.0 (12)

5Testimonials

  • "Prior to Planr, I found one of the biggest reporting challenges was accessing simple reports that could accurately reflect the position of the business. Others were happy with the reporting that was in place but I wasn’t because these reports were always questioned and we were getting stuck in the granularity of the data – that is not where a senior leadership team should be spending their time. Planr gave us everything we needed to convince the buyers that TDS could deliver the projected future revenue and currently we are on track to do that.”​

    Sean MurphySenior Board Member
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5 Case Studies

  • Recognize Leverages Planr to Optimize Portfolio Operations & Reporting

    Anup HiraPartner & Value Creation Team Lead
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Read Planr Reviews, Testimonials & Customer References from 5 real Planr customers.

Browse Planr Case Studies, Customer Success Stories, & Customer References from 5 businesses that use Planr.

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