PRE-TRANSACTION PREPARATION

Investor-grade projections built on your data

3-way financial models with documented assumptions, ready for the investor questions and the diligence room. For CFOs and FP&A teams preparing a fundraise, M&A or due diligence at a multi-entity group.

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Trusted by finance teams across APAC

Why use Planir to prepare for a transaction?

Three reasons: the model is 3-way linked rather than three separate spreadsheets, every assumption is documented where a diligence team will look for it, and the projections are built on your live accounting data rather than a hand-keyed extract.

Three reasons CFOs and finance teams bring Planir into the transaction process.

3-way linked, not three spreadsheets

P&L, balance sheet, and cash flow connected. Change a driver, watch all three update.

Every assumption documented

Cell-level justifications on every projection. When the investor asks where a number came from, the answer is in the platform.

Built on your live accounting data

Projections grounded in your historical actuals, not pulled from a blank template. Diligence-ready from day one.

How it works

How does transaction preparation work?

Four steps: connect your accounting data, build projections grounded in historical actuals, document the assumptions behind each driver, then export or share a diligence-ready model. Advisors can be given read or edit access, with every change captured in the audit trail.

Four steps from connected data to diligence-ready projections.

Connect

Direct connection to your Xero, QuickBooks Online, NetSuite, or Dynamics 365. Historical actuals load automatically.

Project

3-way projections built from your historical drivers. P&L, balance sheet, and cash flow linked together.

Document

Cell-level justifications on every assumption. Scenario variants for the questions investors and acquirers ask.

Export

Investor-grade output, ready for the data room. Excel, PDF, or shared workspace access for advisors.

Series B projections ready in days, not weeks

Before our Series B, we used to rebuild the financial model every time an investor asked a different question. Three currencies, two entities, one founder spending nights in Excel. Planir gave us a 3-way model linked to our live data, with every assumption documented at the cell level. When the lead investor asked us to model a slower hiring scenario, we ran it in an hour.

Priya Raman

Head of Finance, Give Collective. Series funding round with multi-entity APAC operations.

What does Planir handle for a fundraise or sale?

Projections grounded in your historical actuals, 3-way linked outputs, cell-level assumption documentation, and scenario modelling for investor questions. The model exports to Excel or PDF with the assumption notes alongside the figures and the driver structure preserved.

The capabilities behind every fundraise, M&A, and diligence process.

Grounded in your historical actuals

Projections built on your live accounting data, not a blank template.

✦Xero, QuickBooks Online, NetSuite, and Dynamics 365 supported
✦Historical actuals loaded automatically as the projection baseline
✦Multi-entity groups handled with intercompany eliminations applied

Connected Platforms

SAP

7 entities • Synced

Group parent — SAP

3 entities

Synced

Subsidiaries

4 entities · Sage, Xero

Synced

3-way linked projections

P&L, balance sheet, and cash flow connected. Driver-based, not formula-stuffed.

✦Revenue, COGS, OPEX, headcount, and working capital drivers configurable
✦Changes in one statement flow through the other two automatically
✦Multi-year projections out to 3, 5, or 7 years

Profit & Loss Statement

Revenue and Expense Analysis

For the ending

Account	Jun 2025	Jul 2025	Aug 2025	Sep 2025
Revenue	487,184	492,056	496,976	501,946
SaaS Revenue	487,184	492,056	496,976	501,946
Cost of Goods Sold	34,858	35,206	35,558	35,914
Gross Profit	452,326	456,850	461,418	466,032
Operating Expenses	615,969	622,129	628,350	634,634
Professional Services	12,777	12,905	13,034	13,164
Employee Benefits	100,000	101,000	102,010	103,030
Net Income	(163,643)	(165,280)	(166,932)	(168,602)

Cell-level assumption documentation

Every material assumption justified. The diligence room won't catch you off guard.

✦Cell-level notes attached to every projection line
✦Driver rationale visible alongside the number
✦Audit trail captures every assumption change

PLAN

Profit & Loss Statement

Revenue and Expense Analysis

For the ending

Account	Jul 2025	Aug 2025	Sep 2025	Oct 2025
Revenue	492,056	496,976	501,946	506,966
SaaS Subscription	492,056	496,976	501,946	506,966
Cost of Goods Sold	35,206	35,558	35,914	36,273
Operating Expenses	622,129	628,350	634,634	640,980
Professional Services	12,905	13,034	13,164	13,296
Insurance	528	533	538	544

Insurance

Current

$527.65

Jul 2025

Highest

$747.48

Jun 2028

Lowest

$452.30

Feb 2024

Average

$565.81

72 Mo

Trend

Scenario modelling for investor questions

Slower hiring, conservative revenue, accelerated expansion. Run scenarios in hours, not days.

✦Scenario variants saved alongside the base case
✦Side-by-side comparison of base, upside, downside
✦Each scenario carries its own documented driver assumptions

PLAN

Manage Scenario

Compare how adjustments impact forecast

Create new forecast scenario

Scenario Name

Description (optional)

Based on

Existing Scenarios

Name	Description
Base Case	Default forecasting scenario

What is included for pre-transaction work?

Everything below is native and available from day one. Many customers keep the same model after the transaction closes, where it becomes the basis for post-transaction investor reporting and board governance.

Native capabilities, available from day one.

3-way linked projections

P&L, balance sheet, and cash flow linked together. Driver-based modelling for revenue, COGS, OPEX, headcount, and working capital. Multi-year projections out to 3, 5, or 7 years.

✦P&L, balance sheet, and cash flow linked
✦Driver-based modelling built in
✦Multi-year projections out to 3, 5, or 7 years
✦Built from your historical actuals

3-Way Projection

Base Case + Scenarios

P&L Statement

Linked to drivers

Balance Sheet

Auto-updated

Cash Flow

Derived, consistent

Cell-level assumption documentation

Every material assumption justified at the cell level. Driver rationale visible alongside the number. Audit trail captures every assumption change.

✦Assumption notes at every cell
✦Driver rationale visible with the number
✦Audit trail on every assumption change

Scenario modelling and export

Scenario variants saved alongside the base case. Side-by-side comparison built in. Export to Excel, PDF, or shared workspace.

✦Scenario variants saved and compared
✦Export to Excel, PDF, or shared workspace
✦Assumption notes export with the figures

Days, not weeks

From historical data to diligence-ready projections

Every assumption

Documented at the cell level

100%

Projections traced to source data

Explore other use cases

Planir is built for the planning and reporting cycles funded, governed, and multi-entity businesses actually run.

Investor relations

Investor reporting

The financial section of every monthly investor update, generated from your live accounting data with SIAR-structured commentary.

See investor reporting

Multi-entity groups

Multi-entity consolidation

Consolidated financials across every entity, every accounting system, every currency, with intercompany eliminations applied automatically.

See multi-entity consolidation

Board governance

Board pack generation

The financial foundation of every board pack, with variance analysis sliced by department and product line, and forward-looking projections your board can interrogate.

See board pack generation

Planning & forecasting

Budgeting and planning

Driver-based 3-way budgets and forecasts built from your live accounting data, with every assumption documented and reviewable.

See budgeting and planning

Common questions

How fast can we have investor-grade projections ready?

For businesses on Xero or QuickBooks Online with clean historical data, the 3-way model is ready in the same session you connect. Driver assumptions are configured against your historical actuals automatically, and you adjust from there. For more complex multi-entity groups on NetSuite or Dynamics 365, projections are ready within days, not the weeks typical of an external corporate finance build.

What if our advisor wants to work directly in the model?

Advisors can be invited with read or edit access to the projection workspace. Role-based access controls let you decide which advisors see which entities, scenarios, and assumptions. Every change made by an advisor is captured in the audit trail.

Can we export the model to Excel for the data room?

Yes. The 3-way model exports to Excel, PDF, or shared workspace access. Cell-level assumption notes export alongside the figures so the diligence team can see the reasoning, not just the numbers. The exported model retains the driver-based structure rather than collapsing to static values.

How does Planir handle scenarios for investor questions?

Scenario variants are saved alongside the base case. Each scenario carries its own driver assumptions and produces its own 3-way output. Side-by-side comparison is built in. When an investor asks "what does this look like if we hire 30% slower," you change the headcount driver and the new scenario is ready in minutes.

What about the strategic narrative the pitch deck carries?

The strategic narrative stays with you. Planir generates the financial foundation that the projections sit on. The platform produces 3-way models, scenario variants, and documented assumptions. You write the market opportunity, the team narrative, and the use-of-funds commentary. The page is intentionally focused on the financial model layer.

Do we keep using Planir after the transaction closes?

Many customers do. The 3-way model becomes the basis for post-transaction investor reporting and board governance, both of which Planir handles natively. Some customers come to Planir for the transaction and stay for the monthly reporting cycle that follows.

See investor-grade projections built on your data

Bring your live accounting data. Leave with a 3-way model ready for the investor questions and the diligence room.

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