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 Finance Controllers, CFOs, and founders preparing for a fundraise, M&A, or due diligence.

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Trusted by finance teams across APAC

Why choose Planir for pre-transaction preparation

Three reasons Finance Controllers, CFOs, and founders 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

The pre-transaction cycle in Planir

Four steps from connected data to diligence-ready projections.

01
Connect

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

02
Project

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

03
Document

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

04
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, Grab. Series funding round with multi-entity APAC operations.
Grab

How Planir powers your transaction preparation

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, NetSuite, and Dynamics 365 supported
  • ✦Historical actuals loaded automatically as the projection baseline
  • ✦Multi-entity groups handled with intercompany eliminations applied
Connected Platforms
Xero
2 companies • Synced
Roger's SaaS Co
Single Entity
Synced
Blue Kite Ventures
Single Entity
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

Everything Planir supports for pre-transaction preparation

Native capabilities, available from day one.

01

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
02

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
03

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 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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