TrustRadius: an HG Insights company

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    Planr

    N/AN/APlanr is private equity portfolio monitoring software that helps firms turn fragmented portfolio company data into trusted operating visibility. The platform connects data from spreadsheets, PDFs, board packs, ERP, CRM, finance systems, and other operating sources, then standardises KPIs and reporting across the portfolio. Planr supports portfolio monitoring, financial and operational reporting, value creation tracking, forecasting workflows, board and LP reporting, and portfolio-level…N/A
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