Planr B2B Case Studies & Customer Successes

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.

Case Studies

Showing 5 Planr Customer Success Stories

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How Calligo Transformed Their Revenue Performance Using AI

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How Planr Transformed Pave America ' s Financial & Operational Reporting

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Recognize Leverages Planr to Optimize Portfolio Operations & Reporting

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Empowering Scorebuddy with Precision Sales and Revenue Insights

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How proof of future revenue performance secured TDS' buy-out

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