Planr
Curated by SignalPortfolio management software delivering insights for private equity firms.
Overview
Planr is a portfolio management software aimed at the private equity sector. It offers tools for investment firms to manage their portfolios, including features for asset allocation, risk assessment, and performance analysis. The platform integrates with CRM systems such as HubSpot and Salesforce to enhance data collection and provide AI-driven insights for decision-making. Planr addresses data overload by converting it into actionable insights, which may improve operational efficiency and investment outcomes. The software is designed for private equity firms, with a focus on streamlining financial operations and facilitating collaboration among investment teams.
Key facts
- Founded
- 1998
- Headquarters
- London, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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