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262 .ast-builder-menu,.ast-desktop-header-content > .ast-builder-menu {padding-top: 0;}.ast-mobile-header-content > *:last-child,.ast-desktop-header-content > *:last-child {padding-bottom: 0;}.ast-mobile-header-content .ast-search-menu-icon.ast-inline-search label,.ast-desktop-header-content .ast-search-menu-icon.ast-inline-search label {width: 100%;}.ast-desktop-header-content .main-header-bar-navigation .ast-submenu-expanded > .ast-menu-toggle::before {transform: rotateX(180deg);}#ast-desktop-header .ast-desktop-header-content,.ast-mobile-header-content .ast-search-icon,.ast-desktop-header-content .ast-search-icon,.ast-mobile-header-wrap .ast-mobile-header-content,.ast-main-header-nav-open.ast-popup-nav-open .ast-mobile-header-wrap .ast-mobile-header-content,.ast-main-header-nav-open.ast-popup-nav-open .ast-desktop-header-content {display: none;}.ast-main-header-nav-open.ast-header-break-point #ast-desktop-header .ast-desktop-header-content,.ast-main-header-nav-open.ast-header-break-point .ast-mobile-header-wrap .ast-mobile-header-content {display: block;}.ast-desktop .ast-desktop-header-content .astra-menu-animation-slide-up > .menu-item > .sub-menu,.ast-desktop .ast-desktop-header-content .astra-menu-animation-slide-up > .menu-item .menu-item > .sub-menu,.ast-desktop .ast-desktop-header-content .astra-menu-animation-slide-down > .menu-item > .sub-menu,.ast-desktop .ast-desktop-header-content .astra-menu-animation-slide-down > .menu-item .menu-item > .sub-menu,.ast-desktop .ast-desktop-header-content .astra-menu-animation-fade > .menu-item > .sub-menu,.ast-desktop .ast-desktop-header-content .astra-menu-animation-fade > .menu-item .menu-item > .sub-menu {opacity: 1;visibility: visible;}.ast-hfb-header.ast-default-menu-enable.ast-header-break-point .ast-mobile-header-wrap .ast-mobile-header-content .main-header-bar-navigation {width: unset;margin: unset;}.ast-mobile-header-content.content-align-flex-end .main-header-bar-navigation .menu-item-has-children > .ast-menu-toggle,.ast-desktop-header-content.content-align-flex-end .main-header-bar-navigation .menu-item-has-children > .ast-menu-toggle {left: calc( 20px - 0.907em);right: auto;}.ast-mobile-header-content .ast-search-menu-icon,.ast-mobile-header-content .ast-search-menu-icon.slide-search,.ast-desktop-header-content .ast-search-menu-icon,.ast-desktop-header-content .ast-search-menu-icon.slide-search {width: 100%;position: relative;display: block;right: auto;transform: none;}.ast-mobile-header-content .ast-search-menu-icon.slide-search .search-form,.ast-mobile-header-content .ast-search-menu-icon .search-form,.ast-desktop-header-content .ast-search-menu-icon.slide-search .search-form,.ast-desktop-header-content .ast-search-menu-icon .search-form {right: 0;visibility: visible;opacity: 1;position: relative;top: auto;transform: none;padding: 0;display: block;overflow: hidden;}.ast-mobile-header-content .ast-search-menu-icon.ast-inline-search .search-field,.ast-mobile-header-content .ast-search-menu-icon .search-field,.ast-desktop-header-content .ast-search-menu-icon.ast-inline-search .search-field,.ast-desktop-header-content .ast-search-menu-icon .search-field {width: 100%;padding-right: 5.5em;}.ast-mobile-header-content .ast-search-menu-icon .search-submit,.ast-desktop-header-content .ast-search-menu-icon .search-submit {display: block;position: absolute;height: 100%;top: 0;right: 0;padding: 0 1em;border-radius: 0;}.ast-hfb-header.ast-default-menu-enable.ast-header-break-point .ast-mobile-header-wrap .ast-mobile-header-content .main-header-bar-navigation ul .sub-menu .menu-link {padding-left: 30px;}.ast-hfb-header.ast-default-menu-enable.ast-header-break-point .ast-mobile-header-wrap .ast-mobile-header-content .main-header-bar-navigation .sub-menu .menu-item .menu-item .menu-link {padding-left: 40px;}.ast-mobile-popup-drawer.active .ast-mobile-popup-inner{background-color:#ffffff;;}.ast-mobile-header-wrap .ast-mobile-header-content, .ast-desktop-header-content{background-color:#ffffff;;}.ast-mobile-popup-content > *, .ast-mobile-header-content > *, .ast-desktop-popup-content > *, .ast-desktop-header-content > *{padding-top:0px;padding-bottom:0px;}
262.content-align-flex-start .ast-builder-layout-element{justify-content:flex-start;}.content-align-flex-start .main-header-menu{text-align:left;}.ast-mobile-popup-drawer.active .menu-toggle-close{color:#3a3a3a;}.ast-mobile-header-wrap .ast-primary-header-bar,.ast-primary-header-bar .site-primary-header-wrap{min-height:70px;}.ast-desktop:not(:has(.ast-header-sticked)) .ast-primary-header-bar .main-header-menu > .menu-item{line-height:70px;}.ast-header-break-point #masthead .ast-mobile-header-wrap .ast-primary-header-bar,.ast-header-break-point #masthead .ast-mobile-header-wrap .ast-below-header-bar,.ast-header-break-point #masthead .ast-mobile-header-wrap .ast-above-header-bar{padding-left:20px;padding-right:20px;}.ast-header-break-point .ast-primary-header-bar{border-bottom-width:1px;border-bottom-color:var( --ast-global-color-subtle-background,var(--ast-global-color-7) );border-bottom-style:solid;}@media (min-width:922px){.ast-primary-header-bar{border-bottom-width:1px;border-bottom-color:var( --ast-global-color-subtle-background,var(--ast-global-color-7) );border-bottom-style:solid;}}.ast-primary-header-bar{background-color:var( --ast-global-color-primary,var(--ast-global-color-4) );}.ast-primary-header-bar{display:block;}@media (max-width:921.99px){.ast-header-break-point .ast-primary-header-bar{display:grid;}}@media (max-width:544px){.ast-header-break-point .ast-primary-header-bar{display:grid;}}[data-section="section-header-mobile-trigger"] .ast-button-wrap .ast-mobile-menu-trigger-minimal{color:var(--ast-global-color-0);border:none;background:transparent;}[data-section="section-header-mobile-trigger"] .ast-button-wrap .mobile-menu-toggle-icon .ast-mobile-svg{width:20px;height:20px;
262fill:var(--ast-global-color-0);}[data-section="section-header-mobile-trigger"] .ast-button-wrap .mobile-menu-wrap .mobile-menu{color:var(--ast-global-color-0);}.ast-builder-menu-mobile .main-navigation .menu-item.menu-item-has-children > .ast-menu-toggle{top:0;}.ast-builder-menu-mobile .main-navigation .menu-item-has-children > .menu-link:after{content:unset;}.ast-hfb-header .ast-builder-menu-mobile .main-header-menu, .ast-hfb-header .ast-builder-menu-mobile .main-navigation .menu-item .menu-link, .ast-hfb-header .ast-builder-menu-mobile .main-navigation .menu-item .sub-menu .menu-link{border-style:none;}.ast-builder-menu-mobile .main-navigation .menu-item.menu-item-has-children > .ast-menu-toggle{top:0;}@media (max-width:921px){.ast-builder-menu-mobile .main-navigation .menu-item.menu-item-has-children > .ast-menu-toggle{top:0;}.ast-builder-menu-mobile .main-navigation .menu-item-has-children > .menu-link:after{content:unset;}}@media (max-width:544px){.ast-builder-menu-mobile .main-navigation .menu-item.menu-item-has-children > .ast-menu-toggle{top:0;}}.ast-builder-menu-mobile .main-navigation{display:block;}@media (max-width:921.99px){.ast-header-break-point .ast-builder-menu-mobile .main-navigation{display:block;}}@media (max-width:544px){.ast-header-break-point .ast-builder-menu-mobile .main-navigation{display:block;}}:root{--e-global-color-astglobalcolor0:#0170B9;--e-global-color-astglobalcolor1:#3a3a3a;--e-global-color-astglobalcolor2:#3a3a3a;--e-global-color-astglobalcolor3:#4B4F58;--e-global-color-astglobalcolor4:#F5F5F5;--e-global-color-astglobalcolor5:#FFFFFF;--e-global-color-astglobalcolor6:#E5E5E5;--e-global-color-astglobalcolor7:#424242;--e-global-color-astglobalcolor8:#000000;}
263</style>
264<style id='wp-emoji-styles-inline-css'>
265
266	img.wp-smiley, img.emoji {
267		display: inline !important;
268		border: none !important;
269		box-shadow: none !important;
270		height: 1em !important;
271		width: 1em !important;
272		margin: 0 0.07em !important;
273		vertical-align: -0.1em !important;
274		background: none !important;
275		padding: 0 !important;
276	}
277</style>
278<link rel='stylesheet' id='aioseo/css/src/vue/standalone/blocks/table-of-contents/global.scss-css' href='https://planr.com/wp-content/plugins/all-in-one-seo-pack-pro/dist/Pro/assets/css/table-of-contents/global.e90f6d47.css?ver=5.0.3' media='all' />
279<link rel='stylesheet' id='aioseo/css/src/vue/standalone/blocks/pro/recipe/global.scss-css' href='https://planr.com/wp-content/plugins/all-in-one-seo-pack-pro/dist/Pro/assets/css/recipe/global.d86a4aa4.css?ver=5.0.3' media='all' />
280<link rel='stylesheet' id='aioseo/css/src/vue/standalone/blocks/pro/product/global.scss-css' href='https://planr.com/wp-content/plugins/all-in-one-seo-pack-pro/dist/Pro/assets/css/product/global.0f804f5f.css?ver=5.0.3' media='all' />
281<style id='global-styles-inline-css'>
282:root{--wp--preset--aspect-ratio--square: 1;--wp--preset--aspect-ratio--4-3: 4/3;--wp--preset--aspect-ratio--3-4: 3/4;--wp--preset--aspect-ratio--3-2: 3/2;--wp--preset--aspect-ratio--2-3: 2/3;--wp--preset--aspect-ratio--16-9: 16/9;--wp--preset--aspect-ratio--9-16: 9/16;--wp--preset--color--black: #000000;--wp--preset--color--cyan-bluish-gray: #abb8c3;--wp--preset--color--white: #ffffff;--wp--preset--color--pale-pink: #f78da7;--wp--preset--color--vivid-red: #cf2e2e;--wp--preset--color--luminous-vivid-orange: #ff6900;--wp--preset--color--luminous-vivid-amber: #fcb900;--wp--preset--color--light-green-cyan: #7bdcb5;--wp--preset--color--vivid-green-cyan: #00d084;--wp--preset--color--pale-cyan-blue: #8ed1fc;--wp--preset--color--vivid-cyan-blue: #0693e3;--wp--preset--color--vivid-purple: #9b51e0;--wp--preset--color--ast-global-color-0: var(--ast-global-color-0);--wp--preset--color--ast-global-color-1: var(--ast-global-color-1);--wp--preset--color--ast-global-color-2: var(--ast-global-color-2);--wp--preset--color--ast-global-color-3: var(--ast-global-color-3);--wp--preset--color--ast-global-color-4: var(--ast-global-color-4);--wp--preset--color--ast-global-color-5: var(--ast-global-color-5);--wp--preset--color--ast-global-color-6: var(--ast-global-color-6);--wp--preset--color--ast-global-color-7: var(--ast-global-color-7);--wp--preset--color--ast-global-color-8: var(--ast-global-color-8);--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple: linear-gradient(135deg,rgba(6,147,227,1) 0%,rgb(155,81,224) 100%);--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan: linear-gradient(135deg,rgb(122,220,180) 0%,rgb(0,208,130) 100%);--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange: linear-gradient(135deg,rgba(252,185,
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282a:where(:not(.wp-element-button)){text-decoration: none;}:root :where(.wp-element-button, .wp-block-button__link){background-color: #32373c;border-width: 0;color: #fff;font-family: inherit;font-size: inherit;line-height: inherit;padding: calc(0.667em + 2px) calc(1.333em + 2px);text-decoration: none;}.has-black-color{color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-color{color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-color{color: var(--wp--preset--color--white) !important;}.has-pale-pink-color{color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-color{color: var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-color{color: var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-color{color: var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-color{color: var(--wp--preset--color--light-green-cyan) 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421    }
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426
427    calculatorContainer.innerHTML = `
428        <form id="valueErosionForm">
429            <p>Your Digital Transformation Score: <strong>${digitalTransformationScore}/10</strong></p>
430            <p>Evaluate potential value erosion based on your portfolio data.</p>
431            <div>
432                <label for="portfolioCompanies">Total Number of Companies in Portfolio</label>
433                <input type="number" id="portfolioCompanies" required placeholder="e.g., 20">
434            </div>
435            <div>
436                <label for="dealSize">Average Deal Size (in millions)</label>
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438            </div>
439            <button type="button" onclick="calculateValueErosion()">Calculate</button>
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442    `;
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446        const dealSize = parseFloat(document.getElementById("dealSize").value) || 0;
447
448        if (portfolioCompanies <= 0 || dealSize <= 0) {
449            alert("Please enter valid values for portfolio companies and deal size.");
450            return;
451        }
452
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454        const erosionValue = portfolioCompanies * dealSize * erosionFactor;
455
456        document.getElementById("erosionResult").innerHTML = `
457            <h4>Value Erosion Results</h4>
458            <p>Your portfolio could face potential value erosion of approximately <strong>$${erosionValue.toFixed(
459                2
460            )} million</strong> based on your Digital Transformation Score (${digitalTransformationScore}/10).</p>
461            <p>Consider adopting integrated analytics and AI-driven solutions to minimize value erosion and improve decision-making efficiency.</p>
462        `;
463    };
464});
465</script>
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466    const assessmentContainer = document.getElementById("assessment-container");
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476    // Questions and options
477    const questions = [
478        {
479            id: 1,
480            text: "How do you currently manage and access portfolio and deal data?",
481            options: [
482                "Data is scattered across spreadsheets and siloed systems.",
483                "Basic CRM or data management tools, but with gaps in integration.",
484                "Centralized system with standardized data inputs.",
485                "Fully integrated platform with real-time data access and analysis."
486            ]
487        },
488        {
489            id: 2,
490            text: "How do you assess and track value creation within portfolio companies?",
491            options: [
492                "Ad-hoc evaluations with limited visibility into operational KPIs.",
493                "Annual reviews with manual data aggregation.",
494                "Regularly updated metrics and semi-automated dashboards.",
495                "Real-time insights using advanced analytics and AI-driven forecasting."
496            ]
497        },
498        // Add all remaining questions (up to 10) here
499        {
500            id: 10,
501            text: "How confident are you in meeting LP expectations for reporting and insights?",
502            options: [
503                "Not confident at all.",
504                "Somewhat confident, but there are gaps.",
505                "Mostly confident with minor improvements needed.",
506                "Very confident with comprehensive reporting and insights."
507            ]
508        }
509    ];
510
511    let currentQuestion = 0;
512    let answers = {};
513
514    // Function to render a question
515    function renderQuestion(index) {
516        const question = questions[index];
517        const selectedAnswer = answers[question.id] || null;
518
519        const progress = `Question ${index + 1} of ${questions.length}`;
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523                ? `<button type="button" onclick="goToNext()">Next</button>`
524                : `<button type="button" onclick="generateScore()">Submit</button>`;
525
526        assessmentContainer.innerHTML = `
527            <div>
528                <h4>${progress}</h4>
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537                        </div>
538                    `
539                        )
540                        .join("")}
541                </div>
542                <div>
543                    ${backButton}
544                    ${nextButton}
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546            </div>
547        `;
548    }
549
550    // Save the selected answer
551    window.selectAnswer = function (questionId, selectedValue) {
552        answers[questionId] = selectedValue;
553    };
554
555    // Navigate to the next question
556    window.goToNext = function () {
557        if (!answers[questions[currentQuestion].id]) {
558            alert("Please select an option before proceeding.");
559            return;
560        }
561        currentQuestion++;
562        renderQuestion(currentQuestion);
563    };
564
565    // Navigate to the previous question
566    window.goToPrevious = function () {
567        if (currentQuestion > 0) {
568            currentQuestion--;
569            renderQuestion(currentQuestion);
570        }
571    };
572
573    // Generate and save the score
574    window.generateScore = function () {
575        if (!answers[questions[currentQuestion].id]) {
576            alert("Please select an option before submitting.");
577            return;
578        }
579
580        const totalScore = Object.values(answers).reduce((a, b) => a + b, 0);
581        const maxScore = questions.length * 4;
582        const scorePercentage = Math.round((totalScore / maxScore) * 10);
583
584        // Save the score in localStorage
585        localStorage.setItem("digitalTransformationScore", scorePercentage);
586
587        assessmentContainer.innerHTML = `
588            <div>
589                <h2>Digital Transformation Assessment Complete</h2>
590                <p>Your score: <strong>${scorePercentage}/10</strong></p>
591                <h3>Proceed to Value Erosion Calculator:</h3>
592                <button id="load-calculator">Start Calculator</button>
593            </div>
594        `;
595
596        // Show the second calculator when the button is clicked
597        document.getElementById("load-calculator").addEventListener("click", function () {
598            calculatorContainer.style.display = "block";
599        });
600    };
601
602    // Initialize the first question
603    renderQuestion(currentQuestion);
604});
605</script>
605<script>document.addEventListener("DOMContentLoaded", function () {
606    const assessmentContainer = document.getElementById("assessment-container");
607
608    if (!assessmentContainer) return;
609
610    // Questions and options
611    const questions = [
612        {
613            id: 1,
614            text: "How do you currently manage and access portfolio and deal data?",
615            options: [
616                "Data is scattered across spreadsheets and siloed systems.",
617                "Basic CRM or data management tools, but with gaps in integration.",
618                "Centralized system with standardized data inputs.",
619                "Fully integrated platform with real-time data access and analysis."
620            ]
621        },
622        {
623            id: 2,
624            text: "How do you assess and track value creation within portfolio companies?",
625            options: [
626                "Ad-hoc evaluations with limited visibility into operational KPIs.",
627                "Annual reviews with manual data aggregation.",
628                "Regularly updated metrics and semi-automated dashboards.",
629                "Real-time insights using advanced analytics and AI-driven forecasting."
630            ]
631        },
632        {
633            id: 3,
634            text: "How efficient is your reporting process for LPs?",
635            options: [
636                "Time-intensive, manual, and reactive.",
637                "Semi-automated but requires significant manual input.",
638                "Mostly automated with the ability to pull standard reports.",
639                "Fully automated, customizable dashboards accessible to LPs in real-time."
640            ]
641        },
642        {
643            id: 4,
644            text: "How well do you align your digital strategy with portfolio needs?",
645            options: [
646                "No alignment or strategy in place.",
647                "Basic alignment but not systematically reviewed.",
648                "Mostly aligned but lacks flexibility.",
649                "Fully aligned with regular reviews and updates."
650            ]
651        },
652        {
653            id: 5,
654            text: "How well do you track operational metrics across portfolio companies?",
655            options: [
656                "Minimal visibility beyond financial metrics.",
657                "Basic tracking of operational metrics but inconsistent across portcos.",
658                "Detailed tracking across core operational KPIs with limited automation.",
659                "Comprehensive, automated tracking with real-time operational insights."
660            ]
661        },
662        {
663            id: 6,
664            text: "How would you rate your ability to integrate systems across portfolio companies?",
665            options: [
666                "No integration; systems are completely siloed.",
667                "Basic integration for critical systems only.",
668                "Moderate integration with room for improvement.",
669                "Fully integrated systems across all portfolio companies."
670            ]
671        },
672        {
673            id: 7,
674            text: "How do you evaluate and implement new technologies for portfolio management?",
675            options: [
676                "No formal process in place.",
677                "Ad-hoc evaluations and implementations.",
678                "Structured evaluations but limited adoption of new technologies.",
679                "Comprehensive process with regular implementation of cutting-edge tools."
680            ]
681        },
682        {
683            id: 8,
684            text: "How effective is your use of data analytics for decision-making?",
685            options: [
686                "Minimal or no use of data analytics.",
687                "Basic analytics but limited actionable insights.",
688                "Moderate use of analytics with actionable insights.",
689                "Advanced, predictive analytics driving decision-making."
690            ]
691        },
692        {
693            id: 9,
694            text: "How well do you leverage AI in your operations?",
695            options: [
696                "No use of AI in operations.",
697                "Limited use of AI in specific areas.",
698                "Moderate use of AI with clear benefits.",
699                "Advanced use of AI across key operations."
700            ]
701        },
702        {
703            id: 10,
704            text: "How confident are you in meeting LP expectations for reporting and insights?",
705            options: [
706                "Not confident at all.",
707                "Somewhat confident, but there are gaps.",
708                "Mostly confident with minor improvements needed.",
709                "Very confident with comprehensive reporting and insights."
710            ]
711        }
712    ];
713
714    // State variables
715    let currentQuestion = 0;
716    let answers = {};
717
718    // Function to render a question
719    function renderQuestion(index) {
720        const question = questions[index];
721        const selectedAnswer = answers[question.id] || null;
722
723        const progress = `Question ${index + 1} of ${questions.length}`;
724        const backButton =
725            index > 0
726                ? `<button type="button" class="nav-button" onclick="goToPrevious()">Back</button>`
727                : "";
728        const nextButton =
729            index < questions.length - 1
730                ? `<button type="button" class="nav-button" onclick="goToNext()">Next</button>`
731                : `<button type="button" class="submit-button" onclick="generateScore()">Submit</button>`;
732
733        assessmentContainer.innerHTML = `
734            <div id="question-container">
735                <h4>${progress}</h4>
736                <h4>${question.text}</h4>
737                <div class="options">
738                    ${question.options
739                        .map(
740                            (option, idx) => `
741                        <div class="form-group">
742                            <input type="radio" id="question-${question.id}-option-${idx}" name="question${question.id}" value="${idx + 1}" ${selectedAnswer === idx + 1 ? "checked" : ""} onclick="selectAnswer(${question.id}, ${idx + 1})">
743                            <label for="question-${question.id}-option-${idx}">${option}</label>
744                        </div>
745                    `
746                        )
747                        .join("")}
748                </div>
749                <div class="navigation-buttons">
750                    ${backButton}
751                    ${nextButton}
752                </div>
753            </div>
754        `;
755    }
756
757    // Function to handle answer selection
758    window.selectAnswer = function (questionId, selectedValue) {
759        answers[questionId] = selectedValue;
760    };
761
762    // Navigation functions
763    window.goToNext = function () {
764        if (!answers[questions[currentQuestion].id]) {
765            alert("Please select an option before proceeding.");
766            return;
767        }
768        currentQuestion++;
769        renderQuestion(currentQuestion);
770    };
771
772    window.goToPrevious = function () {
773        if (currentQuestion > 0) {
774            currentQuestion--;
775            renderQuestion(currentQuestion);
776        }
777    };
778
779    // Function to generate and display the final score
780    window.generateScore = function () {
781        if (!answers[questions[currentQuestion].id]) {
782            alert("Please select an option before submitting.");
783            return;
784        }
785
786        const totalScore = Object.values(answers).reduce((a, b) => a + b, 0);
787        const maxScore = questions.length * 4; // Max score is 40
788        const scorePercentage = Math.round((totalScore / maxScore) * 10); // Converts to a score out of 10
789
790        const roadmap = [
791            "Initial Awareness",
792            "Awakening to Opportunities",
793            "Building the Foundation",
794            "Developing Structures",
795            "Gaining Traction",
796            "Operational Optimization",
797            "Strategic Integration",
798            "Driving Intelligence",
799            "Data-Driven Leadership",
800            "Digital Excellence"
801        ];
802
803        const analysis = `
804            <p>Your score: <strong>${scorePercentage}/10</strong></p>
805            <p>You are at the "<strong>${roadmap[scorePercentage - 1]}</strong>" stage of the Digital Transformation Roadmap.</p>
806        `;
807
808        let recommendations = "";
809        switch (scorePercentage) {
810            case 1:
811                recommendations = `
812                    <ul>
813                        <li>Centralize your data management processes.</li>
814                        <li>Establish baseline reporting templates.</li>
815                        <li>Secure leadership buy-in for digital initiatives.</li>
816                    </ul>
817                `;
818                break;
819            case 2:
820                recommendations = `
821                    <ul>
822                        <li>Implement a basic CRM to track portfolio data.</li>
823                        <li>Standardize KPIs across your portfolio.</li>
824                        <li>Experiment with small-scale automation tools.</li>
825                    </ul>
826                `;
827                break;
828            case 3:
829                recommendations = `
830                    <ul>
831                        <li>Introduce basic analytics tools for portfolio insights.</li>
832                        <li>Begin integrating systems to unify data.</li>
833                        <li>Train team members on using digital tools.</li>
834                    </ul>
835                `;
836                break;
837            case 10:
838                recommendations = `
839                    <ul>
840                        <li>Scale predictive insights across your portfolio companies.</li>
841                        <li>Leverage AI to enhance decision-making further.</li>
842                        <li>Experiment with next-gen technologies like generative AI.</li>
843                    </ul>
844                `;
845                break;
846            default:
847                recommendations = `
848                    <ul>
849                        <li>Focus on aligning digital tools with portfolio needs.</li>
850                        <li>Adopt real-time analytics for better insights.</li>
851                        <li>Optimize your reporting processes with automation.</li>
852                    </ul>
853                `;
854                break;
855        }
856
857        assessmentContainer.innerHTML = `
858            <div id="result">
859                <h2>Digital Transformation Roadmap Report</h2>
860                ${analysis}
861                <h3>Recommendations:</h3>
862                ${recommendations}
863            </div>
864        `;
865    };
866
867    // Initialize the first question
868    renderQuestion(currentQuestion);
869});
870</script>
870<script>// Open and close modal functions
871function openChat() {
872    document.getElementById("chatgpt-modal").style.display = "block";
873}
874
875function closeChat() {
876    document.getElementById("chatgpt-modal").style.display = "none";
877}
878
879// Handle message sending
880function sendMessage() {
881    const input = document.getElementById("chatgpt-input");
882    const message = input.value.trim();
883    if (message) {
884        displayMessage(message, "user");
885        input.value = "";
886
887        // Simulate AI response (replace with actual API integration)
888        setTimeout(() => {
889            displayMessage("This is a simulated response from Ask Planr AI.", "bot");
890        }, 1000);
891    }
892}
893
894// Display messages in chatbox
895function displayMessage(text, sender) {
896    const chatbox = document.getElementById("chatgpt-chatbox");
897    const messageElem = document.createElement("p");
898    messageElem.className = "chatgpt-message";
899    messageElem.innerText = text;
900    if (sender === "user") messageElem.style.fontWeight = "bold";
901    chatbox.appendChild(messageElem);
902    chatbox.scrollTop = chatbox.scrollHeight;
903}
904
905// Handle 'Enter' key press
906function handleEnter(event) {
907    if (event.key === "Enter") {
908        sendMessage();
909    }
910}
911</script>
911<script>document.addEventListener("DOMContentLoaded", function() {
912    document.getElementById("calculator-container").innerHTML = `
913        <form id="valueCreationForm">
914            <p>Evaluate the difference between manual data handling and integrated intelligence for value creation & decision-making across your portfolio.</p>
915            
916            <!-- Step 1: Portfolio Information and Industry Selection -->
917            <div id="step1" class="form-step active">
918                <h4>Step 1: Portfolio Information</h4>
919                <div class="field-grid">
920                    <div class="form-group">
921                        <label for="portfolioCompanies">Total Number of Companies in Portfolio</label>
922                        <input type="number" id="portfolioCompanies" name="portfolioCompanies" required>
923                    </div>
924                    <div class="form-group">
925                        <label for="dealSize">Average Deal Size (in millions)</label>
926                        <input type="text" id="dealSize" name="dealSize" required pattern="\\d{1,3}(,\\d{3})*(\\.\\d{1,2})?" placeholder="e.g., 50,000,000">
927                    </div>
928                </div>
929
930                <h4>Select Industries</h4>
931                <p>Select the industries in which you have investments. You’ll enter specific parameters for each in Step 2.</p>
932                <div id="industrySelection" class="industry-selection">
933                    <label><input type="checkbox" name="industry" value="SaaS"> SaaS</label>
934                    <label><input type="checkbox" name="industry" value="Business Services"> Business Services</label>
935                    <label><input type="checkbox" name="industry" value="Healthcare"> Healthcare</label>
936                    <label><input type="checkbox" name="industry" value="Manufacturing"> Manufacturing</label>
937                    <label><input type="checkbox" name="industry" value="Technology"> Technology</label>
938                    <label><input type="checkbox" name="industry" value="Consumer Goods"> Consumer Goods</label>
939                    <label><input type="checkbox" name="industry" value="Financial Services"> Financial Services</label>
940                    <label><input type="checkbox" name="industry" value="Real Estate"> Real Estate</label>
941                </div>
942                
943                <button type="button" onclick="nextStep(2)">Next</button>
944            </div>
945
946            <!-- Step 2: Industry Information -->
947            <div id="step2" class="form-step" style="display: none;">
948                <h4>Step 2: Industry Details</h4>
949                <div id="selectedIndustryInputs" class="industry-grid"></div>
950                <button type="button" onclick="nextStep(1)">Back</button>
951                <button type="button" onclick="nextStep(3)">Next</button>
952            </div>
953
954            <!-- Step 3: Contact Information -->
955            <div id="step3" class="form-step" style="display: none;">
956                <h4>Step 3: Contact Information</h4>
957                <div class="modal-grid">
958                    <div class="form-group">
959                        <label for="firstName">First Name</label>
960                        <input type="text" id="firstName" name="firstName" required>
961                    </div>
962                    <div class="form-group">
963                        <label for="lastName">Last Name</label>
964                        <input type="text" id="lastName" name="lastName" required>
965                    </div>
966                    <div class="form-group">
967                        <label for="companyName">Company</label>
968                        <input type="text" id="companyName" name="companyName" required>
969                    </div>
970                    <div class="form-group">
971                        <label for="emailAddress">Business Email</label>
972                        <input type="email" id="emailAddress" name="emailAddress" required style="border-radius: 10px; padding: 5px; width: 100%; margin-bottom: 15px; text-align: center; box-sizing: border-box; color: #666; border: 1px solid #ccc;">
973                    </div>
974                </div>
975                <button type="button" onclick="nextStep(2)">Back</button>
976                <button type="button" onclick="validateAndGenerateReport()">Generate Portfolio Assessment</button>
977            </div>
978        </form>
979
980        <div id="result"></div>
981    `;
982});
983
984function nextStep(step) {
985    if (step === 2) {
986        const totalPortfolioCompanies = parseInt(document.getElementById("portfolioCompanies").value);
987        const selectedIndustries = Array.from(document.querySelectorAll("input[name='industry']:checked")).map(input => input.value);
988
989        if (selectedIndustries.length > totalPortfolioCompanies) {
990            alert("The number of selected industries cannot exceed the total number of companies in your portfolio.");
991            return;
992        }
993
994        if (selectedIndustries.length === 0) {
995            alert("Please select at least one industry.");
996            return;
997        }
998        
999        document.getElementById("selectedIndustryInputs").innerHTML = createIndustryInputs(selectedIndustries);
1000    } else if (step === 3) {
1001        const totalPortfolioCompanies = parseInt(document.getElementById("portfolioCompanies").value);
1002        let totalCompaniesEntered = 0;
1003        let allFieldsCompleted = true;
1004
1005        document.querySelectorAll(".industry-input").forEach(input => {
1006            if (input.id.includes("Count")) {
1007                totalCompaniesEntered += parseInt(input.value) || 0;
1008            }
1009            if (!input.value) {
1010                allFieldsCompleted = false;
1011            }
1012        });
1013
1014        if (totalCompaniesEntered !== totalPortfolioCompanies) {
1015            alert("The total number of companies across all industries must equal the 'Total Number of Companies in Portfolio' entered in Step 1.");
1016            return;
1017        }
1018
1019        if (!allFieldsCompleted) {
1020            alert("Please complete all fields for Number of Companies, IRR, and Holding Period before proceeding.");
1021            return;
1022        }
1023    }
1024
1025    document.querySelectorAll(".form-step").forEach(stepDiv => stepDiv.style.display = "none");
1026    document.getElementById(`step${step}`).style.display = "block";
1027}
1028
1029function createIndustryInputs(selectedIndustries) {
1030    const industryInputs = {
1031        "SaaS": "saas",
1032        "Business Services": "businessServices",
1033        "Healthcare": "healthcare",
1034        "Manufacturing": "manufacturing",
1035        "Technology": "technology",
1036        "Consumer Goods": "consumerGoods",
1037        "Financial Services": "financialServices",
1038        "Real Estate": "realEstate"
1039    };
1040
1041    return selectedIndustries.map(industry => `
1042        <div class="industry-group">
1043            <label>${industry}</label>
1044            <input type="number" id="${industryInputs[industry]}Count" placeholder="Number of Companies" class="industry-input">
1045            <input type="number" id="${industryInputs[industry]}IRR" placeholder="IRR %" class="industry-input">
1046            <input type="number" id="${industryInputs[industry]}Holding" placeholder="Holding Period" class="industry-input">
1047        </div>
1048    `).join('');
1049}
1050
1051function validateAndGenerateReport() {
1052    const firstName = document.getElementById("firstName").value;
1053    const lastName = document.getElementById("lastName").value;
1054    const companyName = document.getElementById("companyName").value;
1055    const emailAddress = document.getElementById("emailAddress").value;
1056
1057    const domainEmailPattern = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;
1058    const publicEmailDomains = ["gmail.com", "yahoo.com", "hotmail.com", "outlook.com"];
1059    const emailDomain = emailAddress.split("@")[1];
1060
1061    if (!firstName || !lastName || !companyName || !domainEmailPattern.test(emailAddress) || publicEmailDomains.includes(emailDomain)) {
1062        alert("Please fill in all required fields with a valid business email.");
1063        return;
1064    }
1065
1066    const totalPortfolioCompanies = parseInt(document.getElementById("portfolioCompanies").value);
1067    const dealSize = parseFloat(document.getElementById("dealSize").value.replace(/,/g, ''));
1068    const increasePercentage = 0.1;
1069
1070    const industries = [
1071        { name: "SaaS", count: "saasCount", irr: "saasIRR", holding: "saasHolding", lossFactor: 0.075 },
1072        { name: "Business Services", count: "businessServicesCount", irr: "businessServicesIRR", holding: "businessServicesHolding", lossFactor: 0.05 },
1073        { name: "Healthcare", count: "healthcareCount", irr: "healthcareIRR", holding: "healthcareHolding", lossFactor: 0.06 },
1074        { name: "Manufacturing", count: "manufacturingCount", irr: "manufacturingIRR", holding: "manufacturingHolding", lossFactor: 0.065 },
1075        { name: "Technology", count: "technologyCount", irr: "technologyIRR", holding: "technologyHolding", lossFactor: 0.07 },
1076        { name: "Consumer Goods", count: "consumerGoodsCount", irr: "consumerGoodsIRR", holding: "consumerGoodsHolding", lossFactor: 0.05 },
1077        { name: "Financial Services", count: "financialServicesCount", irr: "financialServicesIRR", holding: "financialServicesHolding", lossFactor: 0.045 },
1078        { name: "Real Estate", count: "realEstateCount", irr: "realEstateIRR", holding: "realEstateHolding", lossFactor: 0.05 }
1079    ];
1080
1081    let totalValueLostBefore = 0;
1082    let totalValueLostAfter = 0;
1083    let tableRows = "";
1084    let detailedAnalysis = "";
1085
1086    industries.forEach(industry => {
1087        const industryCount = parseInt(document.getElementById(industry.count)?.value || 0);
1088        const industryIRR = document.getElementById(industry.irr)?.value;
1089        const industryHoldingPeriod = document.getElementById(industry.holding)?.value;
1090
1091        if (industryCount && industryIRR && industryHoldingPeriod) {
1092            const irrValue = parseFloat(industryIRR);
1093            const holdingValue = parseInt(industryHoldingPeriod);
1094
1095            const valueLostPerCompanyBefore = dealSize * industry.lossFactor * holdingValue;
1096            const valueLostPerCompanyAfter = valueLostPerCompanyBefore * (1 - increasePercentage);
1097
1098            totalValueLostBefore += valueLostPerCompanyBefore * industryCount;
1099            totalValueLostAfter += valueLostPerCompanyAfter * industryCount;
1100
1101            tableRows += `
1102                <tr>
1103                    <td>${industry.name}</td>
1104                    <td>${industryCount}</td>
1105                    <td>${holdingValue} years</td>
1106                    <td>${irrValue}%</td>
1107                    <td>$${(valueLostPerCompanyBefore * industryCount).toFixed(2)} million</td>
1108                    <td>$${(valueLostPerCompanyAfter * industryCount).toFixed(2)} million</td>
1109                </tr>
1110            `;
1111
1112            detailedAnalysis += `
1113                <h3 style="color: #ffffff;">${industry.name} Industry Analysis</h3>
1114                <p style="color: #ffffff;">In the ${industry.name} sector, inefficiencies in manual data handling often contribute to value lost due to fragmented data and delayed decision-making. By adopting integrated intelligence, companies can mitigate up to ${industry.lossFactor * 100}% of these losses, driving more accurate insights and timely decisions.</p>
1115                <ul style="color: #ffffff;">
1116                    <li><strong>Estimated Value Lost (With Manual Analysis):</strong> $${(valueLostPerCompanyBefore * industryCount).toFixed(2)} million</li>
1117                    <li><strong>Estimated Value Lost (With Integrated Analytics + AI):</strong> $${(valueLostPerCompanyAfter * industryCount).toFixed(2)} million</li>
1118                </ul>
1119            `;
1120        }
1121    });
1122
1123    if (tableRows) {
1124        document.getElementById("result").innerHTML = `
1125            <div style="background-color: #022c43; color: #ffffff; border-radius: 10px; padding: 20px; max-width: 800px; margin: auto; font-family: 'Poppins', sans-serif;">
1126                <h2 style="text-align: center; color: #ffffff;">Portfolio Value Health Report</h2>
1127                <p style="text-align: center; font-style: italic; color: #ffffff;">Prepared for ${firstName} at ${companyName}</p>
1128
1129                <section style="margin-top: 20px;">
1130                    <h3 style="color: #ffffff;">Overview</h3>
1131                    <p>Thank you, ${firstName}, for submitting your portfolio data. We will contact you at <strong>${emailAddress}</strong> if you have any questions regarding the report. Below is an analysis comparing the effects of manual data handling versus integrated intelligence on your portfolio value.</p>
1132                </section>
1133
1134                <section style="margin-top: 20px;">
1135                    <h3 style="color: #ffffff;">Summary of Portfolio Value Health</h3>
1136                    <table border="1" cellspacing="0" cellpadding="5" style="width: 100%; border-collapse: collapse; margin-top: 10px; color: #ffffff; background-color: #045072;">
1137                        <tr style="background-color: #056490;">
1138                            <th>Industry</th>
1139                            <th>Number of Companies</th>
1140                            <th>Holding Period</th>
1141                            <th>IRR</th>
1142                            <th>Value Lost (With Manual Analysis)</th>
1143                            <th>Value Lost (With Integrated Analytics + AI)</th>
1144                        </tr>
1145                        ${tableRows}
1146                    </table>
1147                    <p style="margin-top: 10px;"><strong>Total Value Lost (With Manual Analysis):</strong> $${totalValueLostBefore.toFixed(2)} million</p>
1148                    <p><strong>Total Value Lost (With Integrated Analytics + AI):</strong> $${totalValueLostAfter.toFixed(2)} million</p>
1149                </section>
1150
1151                <section style="margin-top: 20px;">
1152                    <h3 style="color: #ffffff;">Industry-Specific Analysis</h3>
1153                    ${detailedAnalysis}
1154                </section>
1155
1156                <section style="margin-top: 20px;">
1157                    <h3 style="color: #ffffff;">Conclusion</h3>
1158                    <p>
1158By addressing these industry-specific inefficiencies, ${companyName} has the potential to improve portfolio performance, reduce value lost, and drive greater returns for LPs. Tools like AI-driven analytics can provide actionable insights to streamline processes, enhance decision-making, and protect against losses.</p>
1159                </section>
1160
1161                <!-- Export Button placed below the conclusion -->
1162                <button type="button" id="exportPDFBtn" onclick="exportToPDF()" style="background-color: #028796; color: white; border: none; border-radius: 10px; padding: 10px 40px; font-family: 'Poppins', sans-serif; cursor: pointer; display: inline-block; margin-top: 20px; font-size: 16px;">
1163                    Export to PDF
1164                </button>
1165            </div>
1166        `;
1167    } else {
1168        document.getElementById("result").innerHTML = "<p>Please fill out the required fields for at least one industry to generate the Portfolio Value Health Check report.</p>";
1169    }
1170
1171    document.getElementById("valueCreationForm").style.display = "none";
1172}
1173
1174// Function to export the report to a PDF
1175function exportToPDF() {
1176    const { jsPDF } = window.jspdf;
1177    const doc = new jsPDF();
1178
1179    // Title of the document
1180    doc.setFontSize(18);
1181    doc.text('Portfolio Value Health Report', 20, 20);
1182    doc.setFontSize(12);
1183
1184    // Fetch the content from the report
1185    const reportContent = document.getElementById("result");
1186
1187    // Add content to the PDF
1188    doc.html(reportContent, {
1189        callback: function (doc) {
1190            // Open the PDF in a new tab
1191            doc.output('dataurlnewwindow');
1192        },
1193        margin: [10, 10, 10, 10], // Setting margins
1194        x: 10, // Starting position for content
1195        y: 30, // Starting position for content
1196        html2canvas: { scale: 1.5 } // Better scaling for rendering
1197    });
1198}
1199</script>
1199<link rel="icon" href="https://planr.com/wp-content/uploads/2025/04/cropped-Planr-Favicon-2025-32x32.png" sizes="32x32" />
1200<link rel="icon" href="https://planr.com/wp-content/uploads/2025/04/cropped-Planr-Favicon-2025-192x192.png" sizes="192x192" />
1201<link rel="apple-touch-icon" href="https://planr.com/wp-content/uploads/2025/04/cropped-Planr-Favicon-2025-180x180.png" />
1202<meta name="msapplication-TileImage" content="https://planr.com/wp-content/uploads/2025/04/cropped-Planr-Favicon-2025-270x270.png" />
1203	<meta name="viewport" content="width=device-width, initial-scale=1.0, viewport-fit=cover" /></head>
1204<body class="wp-singular page-template page-template-elementor_canvas page page-id-11348 wp-custom-logo wp-embed-responsive wp-theme-astra ast-desktop ast-page-builder-template ast-no-sidebar astra-4.14.0 group-blog ast-single-post ast-inherit-site-logo-transparent ast-hfb-header ast-normal-title-enabled elementor-default elementor-template-canvas elementor-kit-5 elementor-page elementor-page-11348">
1205	<!-- Google Tag Manager (noscript) -->
vendor: 69 bytes, lines 1205-1206
1205
1206<noscript><iframe src="https://www.googletagmanager.com/ns.html?id=
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1207height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript>
1208<!-- End Google Tag Manager (noscript) -->			
1208<script data-cfasync="false">
1209			(function(){var mq=window.matchMedia('(max-width:921.99px)');function apply(isMobile){var b=document.body.classList;if(isMobile){b.add('ast-header-break-point');b.remove('ast-desktop');}else{b.remove('ast-header-break-point');b.add('ast-desktop');}}apply(mq.matches);if(mq.addEventListener){mq.addEventListener('change',function(e){apply(e.matches);});}else if(mq.addListener){mq.addListener(function(e){apply(e.matches);});}})();
1210			</script>
1210
1211					<div data-elementor-type="wp-page" data-elementor-id="11348" class="elementor elementor-11348" data-elementor-post-type="page">
1212				<div data-particle_enable="false" data-particle-mobile-disabled="false" class="elementor-element elementor-element-2b7612b e-con-full e-flex e-con e-parent" data-id="2b7612b" data-element_type="container">
1213				<div class="elementor-element elementor-element-997fc5b elementor-widget elementor-widget-html" data-id="997fc5b" data-element_type="widget" data-widget_type="html.default">
1214				<div class="elementor-widget-container">
1215					<!-- Planr CFO page nav v6 - paste-ready menu block -->
1216<meta name="viewport" content="width=device-width, initial-scale=1">
1217
1218<div id="planr-nav-mount" class="planr-nav-mount is-fixed">
1219  <nav class="planr-home-nav" aria-label="Primary navigation">
1220    <a class="planr-home-nav-brand" href="https://planr.com/" aria-label="Planr home">
1221      <img decoding="async"
1222        class="planr-home-nav-logo"
1223        src="https://planr.com/wp-content/uploads/2025/11/Planr-White-with-Green-Icon.png"
1224        alt="Planr"
1225      />
1226    </a>
1227
1228    <input id="planr-home-nav-toggle" class="planr-home-nav-toggle" type="checkbox" />
1229    <label class="planr-home-nav-button" for="planr-home-nav-toggle" aria-label="Open navigation">
1230      <span></span>
1231      <span></span>
1232      <span></span>
1233    </label>
1234
1235    <div class="planr-home-nav-links">
1236      <a href="https://planr.com/planr-demo-on-demand/">Video Demo</a>
1237      <a href="https://planr.com/planr-customer-showcase/">Customers</a>
1238
1239      <div class="planr-home-nav-item">
1240        <button class="planr-home-nav-trigger" type="button" aria-haspopup="true" aria-expanded="false">
1241          Resources
1242        </button>
1243        <div class="planr-home-nav-dropdown" aria-label="Resources">
1244          <a href="https://planr.com/90-day-gap-lp/">90-Day Gap</a>
1245          <a href="https://planr.com/portfolio-intelligence-buyers-guide-2026/">Buyer's Guide</a>
1246        </div>
1247      </div>
1248
1249      <a href="https://planr.com/insights/">Blog</a>
1250      <a class="planr-home-nav-demo" href="#demo-form">Book A Demo</a>
1251    </div>
1252  </nav>
1253</div>
1254
1255<style>
1256  #planr-nav-mount,
1257  #planr-nav-mount * {
1258    box-sizing: border-box;
1259  }
1260
1261  #planr-nav-mount {
1262    width: 100%;
1263    height: 0;
1264    min-height: 0;
1265    position: relative;
1266    z-index: 9999;
1267  }
1268
1269  #planr-nav-mount .planr-home-nav {
1270    position: fixed;
1271    top: 0;
1272    left: 0;
1273    right: 0;
1274    opacity: 1;
1275    pointer-events: auto;
1276    transform: translateY(0);
1277    box-shadow: 0 16px 42px rgba(2, 44, 67, 0.20);
1278  }
1279
1280  .planr-home-nav {
1281    width: 100%;
1282    min-height: 74px;
1283    padding: 0 clamp(18px, 4vw, 54px);
1284    display: flex;
1285    align-items: center;
1286    justify-content: space-between;
1287    gap: 30px;
1288    background: rgba(2, 44, 67, 0.97);
1289    color: #ffffff;
1290    border-bottom: 1px solid rgba(255, 255, 255, 0.12);
1291    backdrop-filter: blur(14px);
1292    -webkit-backdrop-filter: blur(14px);
1293    font-family: 'Poppins', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif;
1294    transition: opacity 180ms ease, transform 180ms ease, box-shadow 180ms ease;
1295  }
1296
1297  .planr-home-nav a,
1298  .planr-home-nav button {
1299    font: inherit;
1300  }
1301
1302  .planr-home-nav a {
1303    color: #ffffff;
1304    text-decoration: none;
1305  }
1306
1307  .planr-home-nav-brand {
1308    display: inline-flex;
1309    align-items: center;
1310    flex: 0 0 auto;
1311    line-height: 1;
1312  }
1313
1314  .planr-home-nav-logo {
1315    display: block;
1316    width: 146px;
1317    height: auto;
1318  }
1319
1320  .planr-home-nav-links {
1321    display: flex;
1322    align-items: center;
1323    justify-content: flex-end;
1324    gap: clamp(18px, 2.4vw, 30px);
1325    flex: 1 1 auto;
1326    font-size: 14px;
1327    line-height: 1;
1328    font-weight: 500;
1329  }
1330
1331  .planr-home-nav-links > a,
1332  .planr-home-nav-trigger {
1333    color: #ffffff;
1334    opacity: 0.88;
1335    transition: opacity 160ms ease, color 160ms ease;
1336  }
1337
1338  .planr-home-nav-links a:hover,
1339  .planr-home-nav-links a:focus,
1340  .planr-home-nav-trigger:hover,
1341  .planr-home-nav-trigger:focus {
1342    opacity: 1;
1343  }
1344
1345  .planr-home-nav-item {
1346    position: relative;
1347    padding: 30px 0;
1348  }
1349
1350  .planr-home-nav-trigger {
1351    appearance: none;
1352    background: transparent;
1353    border: 0;
1354    cursor: default;
1355    padding: 0;
1356  }
1357
1358  .planr-home-nav-dropdown {
1359    display: none;
1360    position: absolute;
1361    top: 68px;
1362    left: -18px;
1363    min-width: 246px;
1364    padding: 10px;
1365    background: #ffffff;
1366    border: 1px solid rgba(2, 44, 67, 0.08);
1367    border-radius: 10px;
1368    box-shadow: 0 22px 70px rgba(2, 44, 67, 0.22);
1369  }
1370
1371  .planr-home-nav-dropdown a {
1372    display: block;
1373    padding: 11px 12px;
1374    color: #022c43;
1375    border-radius: 8px;
1376    font-weight: 500;
1377    line-height: 1.2;
1378  }
1379
1380  .planr-home-nav-dropdown a:hover,
1381  .planr-home-nav-dropdown a:focus {
1382    background: rgba(13, 179, 198, 0.10);
1383    color: #03818f;
1384  }
1385
1386  .planr-home-nav-item:hover .planr-home-nav-dropdown,
1387  .planr-home-nav-item:focus-within .planr-home-nav-dropdown {
1388    display: block;
1389  }
1390
1391  .planr-home-nav-demo {
1392    padding: 12px 24px;
1393    border-radius: 25px;
1394    background: linear-gradient(180deg, #0DB3C6 0%, #03818F 100%);
1395    color: #ffffff !important;
1396    opacity: 1 !important;
1397    font-weight: 600;
1398    white-space: nowrap;
1399    box-shadow: 0 4px 15px rgba(13, 179, 198, 0.30);
1400    transition: transform 160ms ease, box-shadow 160ms ease;
1401  }
1402
1403  .planr-home-nav-demo:hover,
1404  .planr-home-nav-demo:focus {
1405    color: #ffffff !important;
1406    transform: translateY(-2px);
1407    box-shadow: 0 6px 20px rgba(13, 179, 198, 0.46);
1408  }
1409
1410  .planr-home-nav-toggle,
1411  .planr-home-nav-button {
1412    display: none;
1413  }
1414
1415  @media (max-width: 920px) {
1416    .planr-home-nav {
1417      min-height: 68px;
1418      padding: 0 18px;
1419    }
1420
1421    .planr-home-nav-logo {
1422      width: 132px;
1423    }
1424
1425    .planr-home-nav-button {
1426      width: 44px;
1427      height: 44px;
1428      display: inline-flex;
1429      flex-direction: column;
1430      align-items: center;
1431      justify-content: center;
1432      gap: 5px;
1433      border: 1px solid rgba(255, 255, 255, 0.20);
1434      border-radius: 12px;
1435      cursor: pointer;
1436    }
1437
1438    .planr-home-nav-button span {
1439      width: 20px;
1440      height: 2px;
1441      display: block;
1442      background: #ffffff;
1443      border-radius: 999px;
1444    }
1445
1446    .planr-home-nav-links {
1447      display: none;
1448      position: absolute;
1449      top: 68px;
1450      left: 0;
1451      right: 0;
1452      padding: 16px 18px 22px;
1453      flex-direction: column;
1454      align-items: stretch;
1455      gap: 0;
1456      background: rgba(2, 44, 67, 0.98);
1457      border-bottom: 1px solid rgba(255, 255, 255, 0.12);
1458      box-shadow: 0 20px 50px rgba(0, 0, 0, 0.32);
1459    }
1460
1461    .planr-home-nav-toggle:checked ~ .planr-home-nav-links {
1462      display: flex;
1463    }
1464
1465    .planr-home-nav-links > a,
1466    .planr-home-nav-trigger {
1467      width: 100%;
1468      padding: 16px 0;
1469      text-align: left;
1470      color: #ffffff;
1471      opacity: 0.92;
1472    }
1473
1474    .planr-home-nav-item {
1475      padding: 0;
1476    }
1477
1478    .planr-home-nav-dropdown {
1479      display: block;
1480      position: static;
1481      min-width: 0;
1482      padding: 0 0 8px 16px;
1483      background: transparent;
1484      border: 0;
1485      border-radius: 0;
1486      box-shadow: none;
1487    }
1488
1489    .planr-home-nav-dropdown a {
1490      padding: 10px 0;
1491      color: #ffffff;
1492      opacity: 0.72;
1493    }
1494
1495    .planr-home-nav-demo {
1496      margin-top: 10px;
1497      text-align: center !important;
1498    }
1499  }
1500</style>
1501				</div>
1502				</div>
1503				</div>
1504		<div data-particle_enable="false" data-particle-mobile-disabled="false" class="elementor-element elementor-element-a87c5d3 e-con-full e-flex e-con e-parent" data-id="a87c5d3" data-element_type="container">
1505				<div class="elementor-element elementor-element-3d1fefc elementor-widget elementor-widget-html" data-id="3d1fefc" data-element_type="widget" data-widget_type="html.default">
1506				<div class="elementor-widget-container">
1507					<div id="planr-cfo-page-v7" class="planr-cfo-page-v7">
1508  <style>
1509    :root {
1510      --planr-teal: #0DB3C6;
1511      --planr-teal-dark: #03818F;
1512      --planr-black: #000000;
1513      --planr-white: #FFFFFF;
1514      --planr-light: #F8F7F7;
1515      --planr-gray: #6B7280;
1516    }
1517
1518    #planr-cfo-page-v7,
1519    #planr-cfo-page-v7 * {
1520      box-sizing: border-box;
1521    }
1522
1523    #planr-cfo-page-v7 {
1524      width: 100vw;
1525      max-width: 100vw;
1526      margin-top: 0;
1527      margin-bottom: 0;
1528      margin-left: calc(50% - 50vw);
1529      margin-right: calc(50% - 50vw);
1530      padding: 0;
1531      background: var(--planr-black);
1532      color: var(--planr-white);
1533      font-family: 'Poppins', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif;
1534      overflow-x: hidden;
1535      position: relative;
1536    }
1537
1538    #planr-cfo-page-v7 a {
1539      color: inherit;
1540      text-decoration: none;
1541    }
1542
1543    #planr-cfo-page-v7 h1,
1544    #planr-cfo-page-v7 h2,
1545    #planr-cfo-page-v7 h3,
1546    #planr-cfo-page-v7 p {
1547      margin-top: 0;
1548    }
1549
1550    #planr-cfo-page-v7 .cfo-section {
1551      background: var(--planr-black);
1552      padding: 80px 40px;
1553      position: relative;
1554    }
1555
1556    #planr-cfo-page-v7 .cfo-hero {
1557      min-height: 76vh;
1558      display: flex;
1559      align-items: center;
1560      padding-top: 138px;
1561      padding-bottom: 88px;
1562    }
1563
1564    #planr-cfo-page-v7 .cfo-container {
1565      max-width: 1400px;
1566      width: 100%;
1567      margin: 0 auto;
1568    }
1569
1570    #planr-cfo-page-v7 .cfo-narrow {
1571      max-width: 980px;
1572    }
1573
1574    #planr-cfo-page-v7 .cfo-centered {
1575      margin-left: auto;
1576      margin-right: auto;
1577      text-align: center;
1578    }
1579
1580    #planr-cfo-page-v7 .cfo-centered .cfo-eyebrow {
1581      justify-content: center;
1582    }
1583
1584    #planr-cfo-page-v7 .cfo-centered .cfo-section-copy {
1585      margin-left: auto;
1586      margin-right: auto;
1587    }
1588
1589    #planr-cfo-page-v7 .cfo-eyebrow {
1590      display: inline-flex;
1591      align-items: center;
1592      gap: 10px;
1593      font-size: 14px;
1594      font-weight: 600;
1595      letter-spacing: 1.7px;
1596      text-transform: uppercase;
1597      color: var(--planr-teal);
1598      margin-bottom: 22px;
1599    }
1600
1601    #planr-cfo-page-v7 .cfo-eyebrow::before {
1602      content: '';
1603      width: 38px;
1604      height: 1px;
1605      background: rgba(13, 179, 198, 0.7);
1606    }
1607
1608    #planr-cfo-page-v7 h1 {
1609      max-width: 1040px;
1610      font-size: clamp(54px, 6vw, 92px);
1611      font-weight: 700;
1612      line-height: 1.05;
1613      letter-spacing: -2px;
1614      color: var(--planr-white);
1615      margin-bottom: 30px;
1616    }
1617
1618    #planr-cfo-page-v7 .cfo-thesis {
1619      max-width: 900px;
1620      font-size: clamp(28px, 3vw, 42px);
1621      font-weight: 400;
1622      line-height: 1.32;
1623      color: var(--planr-light);
1624      margin-bottom: 26px;
1625    }
1626
1627    #planr-cfo-page-v7 .cfo-lede {
1628      max-width: 820px;
1629      font-size: 22px;
1630      font-weight: 400;
1631      line-height: 1.6;
1632      color: rgba(245, 250, 250, 0.78);
1633      margin-bottom: 42px;
1634    }
1635
1636    #planr-cfo-page-v7 .cfo-actions {
1637      display: flex;
1638      gap: 20px;
1639      align-items: center;
1640      flex-wrap: wrap;
1641    }
1642
1643    #planr-cfo-page-v7 .cfo-button {
1644      padding: 16px 40px !important;
1645      border-radius: 30px !important;
1646      font-family: 'Poppins', sans-serif !important;
1647      font-size: 18px !important;
1648      font-weight: 600 !important;
1649      border: none !important;
1650      cursor: pointer !important;
1651      transition: all 0.3s ease !important;
1652      text-decoration: none !important;
1653      display: inline-flex !important;
1654      align-items: center !important;
1655      justify-content: center !important;
1656      text-align: center !important;
1657      line-height: 1 !important;
1658      white-space: nowrap !important;
1659    }
1660
1661    #planr-cfo-page-v7 .cfo-button-primary {
1662      background: linear-gradient(180deg, var(--planr-teal) 0%, var(--planr-teal-dark) 100%) !important;
1663      color: #FFFFFF !important;
1664      box-shadow: 0 4px 20px rgba(13, 179, 198, 0.3) !important;
1665    }
1666
1667    #planr-cfo-page-v7 .cfo-button-primary:hover {
1668      transform: translateY(-2px) !important;
1669      box-shadow: 0 6px 30px rgba(13, 179, 198, 0.5) !important;
1670      color: #FFFFFF !important;
1671    }
1672
1673    #planr-cfo-page-v7 .cfo-button-secondary {
1674      background: transparent !important;
1675      color: var(--planr-teal) !important;
1676      border: 2px solid var(--planr-teal) !important;
1677    }
1678
1679    #planr-cfo-page-v7 .cfo-button-secondary:hover {
1680      background: var(--planr-teal) !important;
1681      color: #FFFFFF !important;
1682    }
1683
1684    #planr-cfo-page-v7 .cfo-hero .cfo-container {
1685      max-width: 1180px;
1686      text-align: center;
1687    }
1688
1689    #planr-cfo-page-v7 .cfo-hero .cfo-eyebrow {
1690      justify-content: center;
1691    }
1692
1693    #planr-cfo-page-v7 .cfo-hero h1,
1694    #planr-cfo-page-v7 .cfo-hero .cfo-thesis,
1695    #planr-cfo-page-v7 .cfo-hero .cfo-lede {
1696      margin-left: auto;
1697      margin-right: auto;
1698    }
1699
1700    #planr-cfo-page-v7 .cfo-hero .cfo-actions {
1701      justify-content: center;
1702    }
1703
1704    #planr-cfo-page-v7 .cfo-logo-proof {
1705      background: var(--planr-black);
1706      padding: 0 0 76px;
1707      overflow: hidden;
1708      position: relative;
1709    }
1710
1711    #planr-cfo-page-v7 .cfo-logo-proof h2 {
1712      margin: 0 0 34px;
1713      color: rgba(245, 250, 250, 0.58);
1714      font-size: 14px;
1715      font-weight: 600;
1716      letter-spacing: 1.8px;
1717      line-height: 1.3;
1718      text-align: center;
1719      text-transform: uppercase;
1720    }
1721
1722    #planr-cfo-page-v7 .cfo-logo-track-wrap {
1723      width: 100%;
1724      overflow: hidden;
1725      position: relative;
1726    }
1727
1728    #planr-cfo-page-v7 .cfo-logo-track {
1729      display: flex;
1730      width: max-content;
1731      animation: cfoLogoScroll 34s linear infinite;
1732    }
1733
1734    #planr-cfo-page-v7 .cfo-logo-track:hover {
1735      animation-play-state: paused;
1736    }
1737
1738    #planr-cfo-page-v7 .cfo-logo-slide {
1739      display: flex;
1740      align-items: center;
1741      gap: 78px;
1742      padding: 0 39px;
1743    }
1744
1745    #planr-cfo-page-v7 .cfo-logo-link {
1746      display: inline-flex;
1747      align-items: center;
1748      justify-content: center;
1749      flex-shrink: 0;
1750      line-height: 0;
1751      text-decoration: none;
1752    }
1753
1754    #planr-cfo-page-v7 .cfo-client-logo {
1755      width: auto;
1756      height: auto;
1757      max-height: 46px;
1758      filter: brightness(0) invert(1);
1759      opacity: 0.68;
1760      transform: scale(0.9);
1761      transition: opacity 180ms ease, transform 180ms ease;
1762      flex-shrink: 0;
1763    }
1764
1765    #planr-cfo-page-v7 .cfo-logo-link:hover .cfo-client-logo,
1766    #planr-cfo-page-v7 .cfo-logo-link:focus .cfo-client-logo {
1767      opacity: 1;
1768      transform: scale(0.98);
1769    }
1770
1771    @keyframes cfoLogoScroll {
1772      0% {
1773        transform: translateX(0);
1774      }
1775
1776      100% {
1777        transform: translateX(-50%);
1778      }
1779    }
1780
1781    #planr-cfo-page-v7 .cfo-two-col {
1782      display: grid;
1783      grid-template-columns: minmax(0, 0.9fr) minmax(0, 1.1fr);
1784      gap: 70px;
1785      align-items: start;
1786    }
1787
1788    #planr-cfo-page-v7 .cfo-section h2 {
1789      font-size: clamp(44px, 5vw, 72px);
1790      font-weight: 700;
1791      line-height: 1.12;
1792      letter-spacing: -2px;
1793      color: var(--planr-white);
1794      margin-bottom: 24px;
1795    }
1796
1797    #planr-cfo-page-v7 .cfo-section-copy {
1798      max-width: 920px;
1799      font-size: 24px;
1800      font-weight: 300;
1801      color: var(--planr-light);
1802      line-height: 1.55;
1803      margin-bottom: 0;
1804    }
1805
1806    #planr-cfo-page-v7 .cfo-feature-list {
1807      display: flex;
1808      flex-direction: column;
1809      gap: 20px;
1810    }
1811
1812    #planr-cfo-page-v7 .cfo-feature-grid {
1813      display: grid;
1814      grid-template-columns: repeat(3, minmax(0, 1fr));
1815      gap: 24px;
1816      margin-top: 52px;
1817    }
1818
1819    #planr-cfo-page-v7 .cfo-feature {
1820      background: linear-gradient(135deg, #1a1a1a 0%, #2a2a2a 100%);
1821      border-left: 4px solid var(--planr-teal);
1822      padding: 25px 30px;
1823      border-radius: 20px;
1824      transition: all 0.3s ease;
1825    }
1826
1827    #planr-cfo-page-v7 .cfo-feature:hover {
1828      transform: translateX(10px);
1829      box-shadow: 0 4px 20px rgba(13, 179, 198, 0.2);
1830      border-left-width: 6px;
1831    }
1832
1833    #planr-cfo-page-v7 .cfo-feature h3 {
1834      font-size: 22px;
1835      font-weight: 600;
1836      color: var(--planr-white);
1837      line-height: 1.3;
1838      margin-bottom: 10px;
1839    }
1840
1841    #planr-cfo-page-v7 .cfo-feature p {
1842      font-size: 18px;
1843      font-weight: 300;
1844      color: var(--planr-light);
1845      line-height: 1.5;
1846      margin: 0;
1847    }
1848
1849    #planr-cfo-page-v7 .cfo-flow-section {
1850      padding-top: 34px;
1851    }
1852
1853    #planr-cfo-page-v7 .cfo-flow-card {
1854      position: relative;
1855      display: grid;
1856      grid-template-columns: minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1fr);
1857      gap: 28px;
1858      align-items: stretch;
1859      max-width: 1220px;
1860      margin: 50px auto 0;
1861      padding: 52px 58px;
1862      border-radius: 32px;
1863      background: linear-gradient(135deg, rgba(10, 17, 22, 0.96) 0%, rgba(7, 12, 16, 0.98) 100%);
1864      border: 1px solid rgba(13, 179, 198, 0.3);
1865      box-shadow: 0 30px 80px rgba(0, 0, 0, 0.32), 0 0 0 1px rgba(13, 179, 198, 0.08), inset 0 1px 0 rgba(255, 255, 255, 0.04);
1866      overflow: hidden;
1867    }
1868
1869    #planr-cfo-page-v7 .cfo-flow-column {
1870      position: relative;
1871      z-index: 1;
1872      padding: 0;
1873    }
1874
1875    #planr-cfo-page-v7 .cfo-flow-column + .cfo-flow-column {
1876      border-left: 1px solid rgba(255, 255, 255, 0.12);
1877      padding-left: 28px;
1878    }
1879
1880    #planr-cfo-page-v7 .cfo-flow-label {
1881      display: block;
1882      font-size: 14px;
1883      font-weight: 600;
1884      letter-spacing: 1.7px;
1885      text-transform: uppercase;
1886      color: var(--planr-teal);
1887      margin-bottom: 22px;
1888    }
1889
1890    #planr-cfo-page-v7 .cfo-flow-column h3 {
1891      font-size: 28px;
1892      font-weight: 700;
1893      color: var(--planr-white);
1894      line-height: 1.25;
1895      margin-bottom: 18px;
1896    }
1897
1898    #planr-cfo-page-v7 .cfo-flow-column ul {
1899      display: grid;
1900      gap: 12px;
1901      list-style: none;
1902      margin: 0;
1903      padding: 0;
1904    }
1905
1906    #planr-cfo-page-v7 .cfo-flow-column li {
1907      font-size: 17px;
1908      font-weight: 300;
1909      color: rgba(255, 255, 255, 0.86);
1910      line-height: 1.45;
1911    }
1912
1913    #planr-cfo-page-v7 .cfo-teal-section {
1914      background: linear-gradient(135deg, var(--planr-teal) 0%, var(--planr-teal-dark) 100%);
1915      text-align: center;
1916    }
1917
1918    #planr-cfo-page-v7 .cfo-teal-section h2 {
1919      color: var(--planr-white);
1920      margin-left: auto;
1921      margin-right: auto;
1922      max-width: 1100px;
1923    }
1924
1925    #planr-cfo-page-v7 .cfo-teal-section p {
1926      max-width: 900px;
1927      margin: 0 auto;
1928      font-size: 26px;
1929      font-weight: 300;
1930      color: rgba(255, 255, 255, 0.94);
1931      line-height: 1.5;
1932    }
1933
1934    #planr-cfo-page-v7 .cfo-tabs {
1935      display: flex;
1936      justify-content: center;
1937      align-items: center;
1938      gap: 20px;
1939      margin: 56px 0 46px;
1940      flex-wrap: wrap;
1941    }
1942
1943    #planr-cfo-page-v7 .cfo-tab {
1944      padding: 16px 40px;
1945      border-radius: 30px;
1946      background: transparent;
1947      color: var(--planr-gray);
1948      border: 2px solid rgba(13, 179, 198, 0.3);
1949      font-family: 'Poppins', sans-serif;
1950      font-size: 18px;
1951      font-weight: 600;
1952      cursor: pointer;
1953      transition: all 0.3s ease;
1954      display: inline-flex;
1955      align-items: center;
1956      justify-content: center;
1957      text-align: center;
1958      line-height: 1;
1959      white-space: nowrap;
1960    }
1961
1962    #planr-cfo-page-v7 .cfo-tab:hover {
1963      border-color: var(--planr-teal);
1964      color: var(--planr-teal);
1965    }
1966
1967    #planr-cfo-page-v7 .cfo-tab.active {
1968      background: linear-gradient(180deg, var(--planr-teal) 0%, var(--planr-teal-dark) 100%) !important;
1969      color: #FFFFFF !important;
1970      border-color: transparent;
1971      box-shadow: 0 4px 20px rgba(13, 179, 198, 0.3);
1972    }
1973
1974    #planr-cfo-page-v7 .cfo-panel {
1975      display: none;
1976      grid-template-columns: minmax(0, 0.9fr) minmax(0, 1.1fr);
1977      gap: 40px;
1978      align-items: stretch;
1979    }
1980
1981    #planr-cfo-page-v7 .cfo-panel.active {
1982      display: grid;
1983    }
1984
1985    #planr-cfo-page-v7 .cfo-panel-copy {
1986      background: linear-gradient(135deg, #1a1a1a 0%, #2a2a2a 100%);
1987      border: 2px solid rgba(13, 179, 198, 0.3);
1988      border-radius: 30px;
1989      padding: 42px;
1990    }
1991
1992    #planr-cfo-page-v7 .cfo-panel-copy h3 {
1993      font-size: 42px;
1994      font-weight: 700;
1995      color: var(--planr-teal);
1996      margin-bottom: 22px;
1997      line-height: 1.18;
1998    }
1999
2000    #planr-cfo-page-v7 .cfo-panel-copy p,
2001    #planr-cfo-page-v7 .cfo-panel-list li {
2002      font-size: 20px;
2003      font-weight: 300;
2004      color: var(--planr-light);
2005      line-height: 1.5;
2006    }
2007
2008    #planr-cfo-page-v7 .cfo-panel-list {
2009      display: flex;
2010      flex-direction: column;
2011      gap: 20px;
2012      list-style: none;
2013      margin: 0;
2014      padding: 0;
2015    }
2016
2017    #planr-cfo-page-v7 .cfo-panel-list li {
2018      background: linear-gradient(135deg, #1a1a1a 0%, #2a2a2a 100%);
2019      border-left: 4px solid var(--planr-teal);
2020      padding: 25px 30px;
2021      border-radius: 20px;
2022    }
2023
2024    #planr-cfo-page-v7 .cfo-objection-list {
2025      max-width: 1080px;
2026      margin: 50px auto 0;
2027      border-top: 1px solid rgba(13, 179, 198, 0.28);
2028    }
2029
2030    #planr-cfo-page-v7 .cfo-objection {
2031      display: grid;
2032      grid-template-columns: minmax(0, 0.38fr) minmax(0, 0.62fr);
2033      gap: 44px;
2034      padding: 30px 0;
2035      border-bottom: 1px solid rgba(13, 179, 198, 0.22);
2036    }
2037
2038    #planr-cfo-page-v7 .cfo-objection h3 {
2039      font-size: 24px;
2040      font-weight: 700;
2041      color: var(--planr-white);
2042      line-height: 1.3;
2043      margin: 0;
2044    }
2045
2046    #planr-cfo-page-v7 .cfo-objection p {
2047      font-size: 20px;
2048      font-weight: 300;
2049      color: var(--planr-light);
2050      line-height: 1.5;
2051      margin: 0;
2052    }
2053
2054    #planr-cfo-page-v7 .cfo-demo {
2055      background: var(--planr-black);
2056      padding: 80px 40px;
2057      display: flex;
2058      align-items: center;
2059      justify-content: center;
2060    }
2061
2062    #planr-cfo-page-v7 #demo-form {
2063      scroll-margin-top: 116px;
2064    }
2065
2066    #planr-cfo-page-v7 .cfo-demo-container {
2067      max-width: 800px;
2068      width: 100%;
2069      text-align: center;
2070    }
2071
2072    #planr-cfo-page-v7 .cfo-demo-container h2 {
2073      font-size: 56px;
2074      font-weight: 700;
2075      margin-bottom: 20px;
2076      color: var(--planr-white);
2077      letter-spacing: -1px;
2078      line-height: 1.18;
2079    }
2080
2081    #planr-cfo-page-v7 .cfo-demo-container .subheadline {
2082      font-size: 24px;
2083      font-weight: 300;
2084      color: var(--planr-light);
2085      margin-bottom: 50px;
2086      line-height: 1.5;
2087    }
2088
2089    #planr-cfo-page-v7 .cfo-calendar {
2090      background: linear-gradient(135deg, #1a1a1a 0%, #2a2a2a 100%);
2091      border: 2px solid rgba(13, 179, 198, 0.3);
2092      border-radius: 30px;
2093      padding: 20px;
2094      min-height: 780px;
2095      overflow: hidden;
2096      position: relative;
2097    }
2098
2099    #planr-cfo-page-v7 .cfo-calendar::before {
2100      content: '';
2101      position: absolute;
2102      top: 0;
2103      left: 0;
2104      right: 0;
2105      height: 4px;
2106      background: linear-gradient(90deg, var(--planr-teal) 0%, var(--planr-teal-dark) 100%);
2107    }
2108
2109    #planr-cfo-page-v7 .cfo-calendar iframe {
2110      display: block;
2111      width: 100%;
2112      height: 820px;
2113      border: 0;
2114      border-radius: 15px;
2115      background: #ffffff;
2116    }
2117
2118    @media (max-width: 1200px) {
2119      #planr-cfo-page-v7 .cfo-flow-card {
2120        padding: 44px;
2121      }
2122    }
2123
2124    @media (max-width: 920px) {
2125      #planr-cfo-page-v7 .cfo-section,
2126      #planr-cfo-page-v7 .cfo-demo {
2127        padding: 70px 24px;
2128      }
2129
2130      #planr-cfo-page-v7 .cfo-hero {
2131        padding-top: 132px;
2132        min-height: auto;
2133      }
2134
2135      #planr-cfo-page-v7 h1 {
2136        font-size: clamp(42px, 11vw, 58px);
2137        letter-spacing: -1px;
2138      }
2139
2140      #planr-cfo-page-v7 .cfo-thesis {
2141        font-size: 27px;
2142      }
2143
2144      #planr-cfo-page-v7 .cfo-logo-proof {
2145        padding-bottom: 60px;
2146      }
2147
2148      #planr-cfo-page-v7 .cfo-logo-proof h2 {
2149        margin-bottom: 26px;
2150        font-size: 12px;
2151      }
2152
2153      #planr-cfo-page-v7 .cfo-logo-slide {
2154        gap: 44px;
2155        padding: 0 22px;
2156      }
2157
2158      #planr-cfo-page-v7 .cfo-client-logo {
2159        max-height: 34px;
2160      }
2161
2162      #planr-cfo-page-v7 .cfo-lede,
2163      #planr-cfo-page-v7 .cfo-section-copy,
2164      #planr-cfo-page-v7 .cfo-teal-section p {
2165        font-size: 20px;
2166      }
2167
2168      #planr-cfo-page-v7 .cfo-two-col,
2169      #planr-cfo-page-v7 .cfo-panel,
2170      #planr-cfo-page-v7 .cfo-objection {
2171        grid-template-columns: 1fr;
2172        gap: 30px;
2173      }
2174
2175      #planr-cfo-page-v7 .cfo-feature-grid {
2176        grid-template-columns: 1fr;
2177        margin-top: 34px;
2178      }
2179
2180      #planr-cfo-page-v7 .cfo-flow-card {
2181        grid-template-columns: 1fr;
2182        padding: 34px 28px;
2183      }
2184
2185      #planr-cfo-page-v7 .cfo-flow-column + .cfo-flow-column {
2186        border-left: 0;
2187        border-top: 1px solid rgba(255, 255, 255, 0.12);
2188        padding-left: 0;
2189        padding-top: 26px;
2190      }
2191    }
2192
2193    @media (max-width: 768px) {
2194      #planr-cfo-page-v7 .cfo-section,
2195      #planr-cfo-page-v7 .cfo-demo {
2196        padding: 62px 24px;
2197      }
2198
2199      #planr-cfo-page-v7 .cfo-hero {
2200        padding-top: 126px;
2201      }
2202
2203      #planr-cfo-page-v7 h1 {
2204        font-size: clamp(38px, 10.4vw, 48px);
2205        line-height: 1.08;
2206      }
2207
2208      #planr-cfo-page-v7 .cfo-section h2,
2209      #planr-cfo-page-v7 .cfo-demo-container h2 {
2210        font-size: clamp(36px, 9vw, 46px);
2211        letter-spacing: -1px;
2212      }
2213
2214      #planr-cfo-page-v7 .cfo-actions,
2215      #planr-cfo-page-v7 .cfo-tabs {
2216        flex-direction: column;
2217        align-items: stretch;
2218      }
2219
2220      #planr-cfo-page-v7 .cfo-button,
2221      #planr-cfo-page-v7 .cfo-tab {
2222        width: 100%;
2223        white-space: normal !important;
2224      }
2225
2226      #planr-cfo-page-v7 .cfo-flow-card,
2227      #planr-cfo-page-v7 .cfo-panel-copy,
2228      #planr-cfo-page-v7 .cfo-calendar {
2229        border-radius: 24px;
2230      }
2231
2232      #planr-cfo-page-v7 .cfo-panel-copy {
2233        padding: 30px;
2234      }
2235
2236      #planr-cfo-page-v7 .cfo-panel-copy h3 {
2237        font-size: 32px;
2238      }
2239
2240      #planr-cfo-page-v7 .cfo-panel-list li,
2241      #planr-cfo-page-v7 .cfo-feature {
2242        padding: 22px 24px;
2243      }
2244    }
2245  </style>
2246
2247  <main aria-label="Planr for CFOs">
2248    <section class="cfo-section cfo-hero">
2249      <div class="cfo-container">
2250        <span class="cfo-eyebrow">For CFOs</span>
2251        <h1>Investor-ready reporting without the monthly rebuild.</h1>
2252        <p class="cfo-thesis">The finance close tells you what happened. The board pack has to explain what it means.</p>
2253        <p class="cfo-lede">Planr gives finance a governed reporting layer above ERP, Excel, CRM, HRIS, and board-pack files, so approved numbers can become source-linked reports investors can trust.</p>
2254        <div class="cfo-actions">
2255          <a class="cfo-button cfo-button-primary" href="#demo-form">Book a Demo</a>
2256          <a class="cfo-button cfo-button-secondary" href="#source-to-pack">See the Workflow</a>
2257        </div>
2258      </div>
2259    </section>
2260
2261    <section class="cfo-logo-proof" aria-label="Planr customer logos">
2262      <h2>Trusted by leading investment firms</h2>
2263      <div class="cfo-logo-track-wrap">
2264        <div class="cfo-logo-track">
2265          <div class="cfo-logo-slide">
2266            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" aria-label="View Planr customer showcase for CGE Partners">
2267              <img decoding="async" src="https://planr.com/wp-content/uploads/2025/09/Planr-CGE-Partners-25.webp" alt="CGE Partners" class="cfo-client-logo">
2268            </a>
2269            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" aria-label="View Planr customer showcase for Blue Star Innovation Partners">
2270              <img decoding="async" src="https://planr.com/wp-content/uploads/2026/04/bluestar-ip.png" alt="Blue Star Innovation Partners" class="cfo-client-logo">
2271            </a>
2272            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" aria-label="View Planr customer showcase for Crossplane Capital">
2273              <img decoding="async" src="https://planr.com/wp-content/uploads/2025/09/Crossplane-Capital-Planr-25.webp" alt="Crossplane Capital" class="cfo-client-logo">
2274            </a>
2275            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" aria-label="View Planr customer showcase for Omne Capital">
2276              <img decoding="async" src="https://planr.com/wp-content/uploads/2025/09/Omne-Capital-Planr-25.webp" alt="Omne Capital" class="cfo-client-logo">
2277            </a>
2278            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" aria-label="View Planr customer showcase for Investcorp">
2279              <img decoding="async" src="https://planr.com/wp-content/uploads/2025/02/Investcorp-Logo-White.webp" alt="Investcorp" class="cfo-client-logo">
2280            </a>
2281            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" aria-label="View Planr customer showcase for Bluepoint Capital Partners">
2282              <img decoding="async" src="https://planr.com/wp-content/uploads/2026/04/bluepoint-capital-partners.png" alt="Bluepoint Capital Partners" class="cfo-client-logo">
2283            </a>
2284            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" aria-label="View Planr customer showcase for Mayfair Equity">
2285              <img decoding="async" src="https://planr.com/wp-content/uploads/2025/02/Mayfair-Equity-White.webp" alt="Mayfair Equity" class="cfo-client-logo">
2286            </a>
2287            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" aria-label="View Planr customer showcase for Five Elms">
2288              <img decoding="async" src="https://planr.com/wp-content/uploads/2025/09/Five-Elms-Planr-25.webp" alt="Five Elms" class="cfo-client-logo">
2289            </a>
2290            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" aria-label="View Planr customer showcase for APG">
2291              <img decoding="async" src="https://planr.com/wp-content/uploads/2026/04/apg-logo-for-website.png" alt="APG" class="cfo-client-logo">
2292            </a>
2293            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" aria-label="View Planr customer showcase for Updata">
2294              <img decoding="async" src="https://planr.com/wp-content/uploads/2026/04/updata-logo.png" alt="Updata" class="cfo-client-logo">
2295            </a>
2296            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" aria-label="View Planr customer showcase for Bluestone Equity Partners">
2297              <img decoding="async" src="https://planr.com/wp-content/uploads/2026/06/bluestone-equity-partners-planr-white-transparent.png" alt="Bluestone Equity Partners" class="cfo-client-logo">
2298            </a>
2299          </div>
2300
2301          <div class="cfo-logo-slide" aria-hidden="true">
2302            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" tabindex="-1">
2303              <img decoding="async" src="https://planr.com/wp-content/uploads/2025/09/Planr-CGE-Partners-25.webp" alt="" class="cfo-client-logo">
2304            </a>
2305            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" tabindex="-1">
2306              <img decoding="async" src="https://planr.com/wp-content/uploads/2026/04/bluestar-ip.png" alt="" class="cfo-client-logo">
2307            </a>
2308            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" tabindex="-1">
2309              <img decoding="async" src="https://planr.com/wp-content/uploads/2025/09/Crossplane-Capital-Planr-25.webp" alt="" class="cfo-client-logo">
2310            </a>
2311            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" tabindex="-1">
2312              <img decoding="async" src="https://planr.com/wp-content/uploads/2025/09/Omne-Capital-Planr-25.webp" alt="" class="cfo-client-logo">
2313            </a>
2314            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" tabindex="-1">
2315              <img decoding="async" src="https://planr.com/wp-content/uploads/2025/02/Investcorp-Logo-White.webp" alt="" class="cfo-client-logo">
2316            </a>
2317            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" tabindex="-1">
2318              <img decoding="async" src="https://planr.com/wp-content/uploads/2026/04/bluepoint-capital-partners.png" alt="" class="cfo-client-logo">
2319            </a>
2320            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" tabindex="-1">
2321              <img decoding="async" src="https://planr.com/wp-content/uploads/2025/02/Mayfair-Equity-White.webp" alt="" class="cfo-client-logo">
2322            </a>
2323            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" tabindex="-1">
2324              <img decoding="async" src="https://planr.com/wp-content/uploads/2025/09/Five-Elms-Planr-25.webp" alt="" class="cfo-client-logo">
2325            </a>
2326            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" tabindex="-1">
2327              <img decoding="async" src="https://planr.com/wp-content/uploads/2026/04/apg-logo-for-website.png" alt="" class="cfo-client-logo">
2328            </a>
2329            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" tabindex="-1">
2330              <img decoding="async" src="https://planr.com/wp-content/uploads/2026/04/updata-logo.png" alt="" class="cfo-client-logo">
2331            </a>
2332            <a href="https://planr.com/planr-customer-showcase/" class="cfo-logo-link" tabindex="-1">
2333              <img decoding="async" src="https://planr.com/wp-content/uploads/2026/06/bluestone-equity-partners-planr-white-transparent.png" alt="" class="cfo-client-logo">
2334            </a>
2335          </div>
2336        </div>
2337      </div>
2338    </section>
2339
2340    <section class="cfo-section">
2341      <div class="cfo-container">
2342        <div class="cfo-narrow cfo-centered">
2343          <span class="cfo-eyebrow">The reporting gap</span>
2344          <h2>The close, the management report, and the board pack are not the same job.</h2>
2345          <p class="cfo-section-copy">Each output needs a different balance of control, speed, and narrative. CFOs get stuck when one manual workflow is expected to serve all three.</p>
2346        </div>
2347
2348        <div class="cfo-feature-list cfo-feature-grid">
2349          <div class="cfo-feature">
2350            <h3>The close needs control.</h3>
2351            <p>The books need stable numbers, period discipline, and a clear trail back to the accounting foundation.</p>
2352          </div>
2353          <div class="cfo-feature">
2354            <h3>Management reporting needs speed.</h3>
2355            <p>Operators need current variance, pipeline, headcount, cash, and local context while there is still time to act.</p>
2356          </div>
2357          <div class="cfo-feature">
2358            <h3>The board pack needs the story.</h3>
2359            <p>Investors need numbers they can trace, movement they can understand, and a view that survives questions.</p>
2360          </div>
2361        </div>
2362      </div>
2363    </section>
2364
2365    <section class="cfo-section cfo-flow-section" id="source-to-pack">
2366      <div class="cfo-container">
2367        <div class="cfo-narrow cfo-centered">
2368          <span class="cfo-eyebrow">Source to pack</span>
2369          <h2>From company data to an investor view finance can defend.</h2>
2370          <p class="cfo-section-copy">Planr sits above the tools a company already uses. It accepts the practical reality of existing files and systems, then gives finance a controlled way to approve, lock, and reuse the reporting view.</p>
2371        </div>
2372
2373        <div class="cfo-flow-card" role="img" aria-label="Planr workflow from company data to investor board pack">
2374          <div class="cfo-flow-column">
2375            <span class="cfo-flow-label">Company data</span>
2376            <h3>Finance plus operating reality</h3>
2377            <ul>
2378              <li>ERP, Excel, finance tools, and board packs</li>
2379              <li>CRM, sales pipeline, and customer signals</li>
2380              <li>HRIS, headcount, PDFs, and commentary</li>
2381            </ul>
2382          </div>
2383
2384          <div class="cfo-flow-column">
2385            <span class="cfo-flow-label">Planr</span>
2386            <h3>A governed reporting workflow</h3>
2387            <ul>
2388              <li>Map recurring inputs into a governed model</li>
2389              <li>Let finance approve data before it is published</li>
2390              <li>Lock periods, versions, and source trails</li>
2391            </ul>
2392          </div>
2393
2394          <div class="cfo-flow-column">
2395            <span class="cfo-flow-label">Investor view</span>
2396            <h3>A pack the board can trust</h3>
2397            <ul>
2398              <li>Board pack and investor report</li>
2399              <li>Variance view and weekly flash</li>
2400              <li>Source trail behind every number</li>
2401            </ul>
2402          </div>
2403        </div>
2404      </div>
2405    </section>
2406
2407    <section class="cfo-section cfo-teal-section">
2408      <div class="cfo-container">
2409        <h2>Not another reporting template. A governed layer between the close and the board pack.</h2>
2410        <p>Planr helps CFOs preserve the integrity of the close while giving management and investors a faster, traceable view of performance.</p>
2411      </div>
2412    </section>
2413
2414    <section class="cfo-section">
2415      <div class="cfo-container">
2416        <div class="cfo-narrow cfo-centered">
2417          <span class="cfo-eyebrow">Reporting workflows</span>
2418          <h2>The pressure shows up in four places.</h2>
2419          <p class="cfo-section-copy">The common problem is not lack of effort. It is that investor reporting asks for a joined-up view the underlying systems were never designed to produce together.</p>
2420        </div>
2421
2422        <div class="cfo-tabs" role="tablist" aria-label="CFO reporting workflows">
2423          <button class="cfo-tab active" type="button" role="tab" aria-selected="true" aria-controls="cfo-panel-investor" id="cfo-tab-investor" data-tab="investor">Investor reporting</button>
2424          <button class="cfo-tab" type="button" role="tab" aria-selected="false" aria-controls="cfo-panel-variance" id="cfo-tab-variance" data-tab="variance">Variance review</button>
2425          <button class="cfo-tab" type="button" role="tab" aria-selected="false" aria-controls="cfo-panel-operating" id="cfo-tab-operating" data-tab="operating">Operating context</button>
2426          <button class="cfo-tab" type="button" role="tab" aria-selected="false" aria-controls="cfo-panel-finance" id="cfo-tab-finance" data-tab="finance">Existing finance tools</button>
2427        </div>
2428
2429        <div class="cfo-panel active" role="tabpanel" id="cfo-panel-investor" aria-labelledby="cfo-tab-investor" data-panel="investor">
2430          <div class="cfo-panel-copy">
2431            <h3>Turn the recurring report into a controlled workflow.</h3>
2432            <p>Planr helps CFOs move from rebuilding the same pack every cycle to reusing approved reporting logic, source links, locked periods, and investor-ready context.</p>
2433          </div>
2434          <ul class="cfo-panel-list">
2435            <li>Reuse reporting logic without copying last month's spreadsheet.</li>
2436            <li>
2436Keep supporting files and system inputs attached to the view.</li>
2437            <li>Give investors a clearer view without another custom manual process.</li>
2438          </ul>
2439        </div>
2440
2441        <div class="cfo-panel" role="tabpanel" id="cfo-panel-variance" aria-labelledby="cfo-tab-variance" data-panel="variance">
2442          <div class="cfo-panel-copy">
2443            <h3>Move from "is this right?" to "what changed?"</h3>
2444            <p>Finance teams lose time when every variance starts with a trust question. Planr keeps the source trail visible so review can move toward explanation and action.</p>
2445          </div>
2446          <ul class="cfo-panel-list">
2447            <li>Trace movement back to source systems and supporting records.</li>
2448            <li>Compare current performance with prior locked periods.</li>
2449            <li>Bring operating drivers into the same review conversation.</li>
2450          </ul>
2451        </div>
2452
2453        <div class="cfo-panel" role="tabpanel" id="cfo-panel-operating" aria-labelledby="cfo-tab-operating" data-panel="operating">
2454          <div class="cfo-panel-copy">
2455            <h3>The investor story often sits outside finance.</h3>
2456            <p>A board pack may need pipeline, headcount, sales activity, churn, and local operating signals. Planr helps finance bring those inputs into the report while still controlling what gets published.</p>
2457          </div>
2458          <ul class="cfo-panel-list">
2459            <li>Connect financial performance to sales, people, and operating data.</li>
2460            <li>Support explanation, not just consolidation.</li>
2461            <li>Help investors see why the number moved, not just that it moved.</li>
2462          </ul>
2463        </div>
2464
2465        <div class="cfo-panel" role="tabpanel" id="cfo-panel-finance" aria-labelledby="cfo-tab-finance" data-panel="finance">
2466          <div class="cfo-panel-copy">
2467            <h3>Your ERP and consolidation tools still have a job.</h3>
2468            <p>Planr is useful when the unresolved burden is the layer above them: mapping messy inputs, approving reporting data, adding operating context, and producing the investor-ready view.</p>
2469          </div>
2470          <ul class="cfo-panel-list">
2471            <li>Complement existing finance systems rather than replacing them.</li>
2472            <li>Bring non-finance operating data into the reporting workflow.</li>
2473            <li>Create a governed investor view across systems that do not naturally speak to each other.</li>
2474          </ul>
2475        </div>
2476      </div>
2477    </section>
2478
2479    <section class="cfo-section">
2480      <div class="cfo-container">
2481        <div class="cfo-narrow cfo-centered">
2482          <span class="cfo-eyebrow">CFO assurances</span>
2483          <h2>The reporting layer should make finance more confident, not less.</h2>
2484        </div>
2485
2486        <div class="cfo-objection-list">
2487          <div class="cfo-objection">
2488            <h3>Will this replace our ERP or Excel process?</h3>
2489            <p>No. Planr sits above existing systems and reporting inputs. It helps finance reuse, validate, and explain the data without turning the close into a new software migration.</p>
2490          </div>
2491          <div class="cfo-objection">
2492            <h3>Can finance approve what gets used?</h3>
2493            <p>Yes. The workflow is designed around control: source inputs can be reviewed, approved, locked, and traced before they become part of the reporting view.</p>
2494          </div>
2495          <div class="cfo-objection">
2496            <h3>What if portfolio companies resist integrations?</h3>
2497            <p>Planr can start from the reports and files teams already produce, then move toward deeper connections where they make sense. Adoption does not have to begin with every system wired in.</p>
2498          </div>
2499          <div class="cfo-objection">
2500            <h3>We already have finance consolidation software. Why would we need Planr?</h3>
2501            <p>Finance consolidation may solve the numbers, but board packs often need more than finance. Planr brings HRIS, sales, pipeline, operating, document, and finance data into one controlled workflow.</p>
2502          </div>
2503        </div>
2504      </div>
2505    </section>
2506
2507    <section class="cfo-demo" id="demo-form">
2508      <div class="cfo-demo-container">
2509        <span class="cfo-eyebrow">Demo</span>
2510        <h2>See how your reporting pack could work in Planr.</h2>
2511        <p class="subheadline">Bring a sample board pack, investor report, or reporting workflow. We will show how Planr can turn the recurring process into an approved, traceable workflow.</p>
2512        <div class="cfo-calendar">
2513          <iframe src="https://meetings.hubspot.com/lorcan-ryan/website-demo-calendar?embed=true" title="Book a Planr demo"></iframe>
2514        </div>
2515      </div>
2516    </section>
2517  </main>
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2758                        <p>Select a convenient time for your personalized demo with our team.</p>
2759                    </div>
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2896<li id="menu-item-9848" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-9848"><a aria-expanded="false" href="#" class="menu-link">AI Platfom<span role="button" class="dropdown-menu-toggle ast-header-navigation-arrow" tabindex="0" aria-expanded="false" aria-label="Menu Toggle" aria-haspopup="true"></span></a>
2897<ul class="sub-menu">
2898	<li id="menu-item-9849" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-9849"><a href="https://planr.com/platform-overview/" class="menu-link">Overview</a></li>
2899	<li id="menu-item-9850" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-9850"><a href="https://planr.com/integrations-new/" class="menu-link">Integrations</a></li>
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2903<li id="menu-item-9852" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-9852"><a href="https://planr.com/managed-data-services-new/" class="menu-link">Managed Data Services New</a></li>
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2905<ul class="sub-menu">
2906	<li id="menu-item-9856" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-9856"><a href="https://planr.com/case-studies" class="menu-link">Case Studies</a></li>
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2908	<li id="menu-item-9855" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-9855"><a href="https://planr.com/resources" class="menu-link">News &#038; Media</a></li>
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2919					<a class="elementor-button elementor-button-link elementor-size-sm" href="https://planr.com/demo-request/">
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2932									<span class="elementor-button-text">Login</span>
2933					</span>
2934					</a>
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