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 63 reference ratings
4.8/5.0 (63)

5Testimonials

  • "Planr has delivered significant savings and operational efficiencies for Pave America. Prior to automating our monthly reporting with Planr, our FP&A team were burning one to two weeks of time every month to manually produce monthly reporting decks for each of our 30 businesses. Automating our monthly reporting, provides key financial and operating information, all in one place, to help decision makers across our business make more timely decisions to drive future growth in our business."

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5 Case Studies

  • Recognize Leverages Planr to Optimize Portfolio Operations & Reporting

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Additional Planr Information & Resources

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.