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What is Planr?

Planr is an advanced software solution crafted specifically for private equity firms, enabling them to effectively oversee their investment portfolios by merging diverse data from multiple sources into a unified and dependable operational system. By aggregating information from various formats such as spreadsheets, PDFs, board packs, ERP, CRM, and financial systems, it guarantees that key performance indicators and reporting are uniformly maintained across the entire portfolio. The software supports a range of functions, including portfolio oversight, financial and operational reporting, value creation tracking, forecasting workflow management, and report generation for boards and limited partners, thus improving performance transparency at the portfolio level. Designed with the needs of private equity operational teams, finance departments, investors, and executives of portfolio companies in mind, Planr significantly minimizes the reliance on manual data aggregation, optimizes reporting workflows, and builds a reliable data foundation for all owned entities. Its intuitive interface and powerful functionalities enable firms to make data-driven decisions, ensuring that they are equipped with accurate and timely insights. Overall, Planr not only enhances operational efficiency but also fosters strategic growth and informed decision-making across the private equity landscape.

What is Clariteer?

Clariteer is a cutting-edge platform tailored for portfolio reporting, specifically aimed at individual investors and small family offices involved in direct investments within private equity and venture capital funds. Instead of having users manually comb through quarterly reports, capital account statements, notices, and email communications, Clariteer utilizes artificial intelligence to automatically interpret, organize, and consolidate critical information. The platform equips investors with a detailed dashboard that showcases vital metrics including commitments, paid-in capital, net asset value (NAV), capital calls, distributions, and performance metrics such as total value to paid-in (TVPI), distributions to paid-in (DPI), and internal rate of return (IRR), all while accommodating various funds, currencies, and geographical areas. Moreover, Clariteer offers cash-flow modeling capabilities that enable users to forecast upcoming capital calls and distributions, enhancing their financial planning. The platform also boasts attractive visual representations, cash flow timelines, portfolio overviews, and options for generating downloadable reports, thereby eliminating the chaos of spreadsheets and disorganized documents. This leads to greater clarity, consistency, and control for investors managing their private market assets. Designed specifically for founders transitioning into investment roles, angel investors, and smaller family offices in search of professional reporting solutions, Clariteer distinguishes itself as an indispensable tool in the realm of investment management. Its intuitive interface and robust functionalities make it a crucial resource for anyone dealing with the intricacies of private equity and venture capital investments, ultimately facilitating smarter decision-making in a complex financial landscape.

Media

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Media

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Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Planr

Date Founded

2024

Company Location

Ireland

Company Website

wwwplanr.com

Company Facts

Organization Name

Clariteer

Date Founded

2025

Company Location

Belgium

Company Website

www.clariteer.com

Categories and Features

Categories and Features

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