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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,
2820,1) 0%,rgba(255,105,0,1) 100%);--wp--preset--gradient--luminous-vivid-orange-to-vivid-red: linear-gradient(135deg,rgba(255,105,0,1) 0%,rgb(207,46,46) 100%);--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray: linear-gradient(135deg,rgb(238,238,238) 0%,rgb(169,184,195) 100%);--wp--preset--gradient--cool-to-warm-spectrum: linear-gradient(135deg,rgb(74,234,220) 0%,rgb(151,120,209) 20%,rgb(207,42,186) 40%,rgb(238,44,130) 60%,rgb(251,105,98) 80%,rgb(254,248,76) 100%);--wp--preset--gradient--blush-light-purple: linear-gradient(135deg,rgb(255,206,236) 0%,rgb(152,150,240) 100%);--wp--preset--gradient--blush-bordeaux: linear-gradient(135deg,rgb(254,205,165) 0%,rgb(254,45,45) 50%,rgb(107,0,62) 100%);--wp--preset--gradient--luminous-dusk: linear-gradient(135deg,rgb(255,203,112) 0%,rgb(199,81,192) 50%,rgb(65,88,208) 100%);--wp--preset--gradient--pale-ocean: linear-gradient(135deg,rgb(255,245,203) 0%,rgb(182,227,212) 50%,rgb(51,167,181) 100%);--wp--preset--gradient--electric-grass: linear-gradient(135deg,rgb(202,248,128) 0%,rgb(113,206,126) 100%);--wp--preset--gradient--midnight: linear-gradient(135deg,rgb(2,3,129) 0%,rgb(40,116,252) 100%);--wp--preset--font-size--small: 13px;--wp--preset--font-size--medium: 20px;--wp--preset--font-size--large: 36px;--wp--preset--font-size--x-large: 42px;--wp--preset--spacing--20: 0.44rem;--wp--preset--spacing--30: 0.67rem;--wp--preset--spacing--40: 1rem;--wp--preset--spacing--50: 1.5rem;--wp--preset--spacing--60: 2.25rem;--wp--preset--spacing--70: 3.38rem;--wp--preset--spacing--80: 5.06rem;--wp--preset--shadow--natural: 6px 6px 9px rgba(0, 0, 0, 0.2);--wp--preset--shadow--deep: 12px 12px 50px rgba(0, 0, 0, 0.4);--wp--preset--shadow--sharp: 6px 6px 0px rgba(0, 0, 0, 0.2);--wp--preset--shadow--outlined: 6px 6px 0px -3px rgba(255, 255, 255, 1), 6px 6px rgba(0, 0, 0, 1);--wp--preset--shadow--crisp: 6px 6px 0px rgba(0, 0, 0, 1);}:root { --wp--style--global--content-size: var(--wp--custom--ast-content-width-size);--wp--style--global--wide-size: var(--wp--custom--ast-wide-width-size); }:where(body) { margin: 0; }.wp-site-blocks > .alignleft { float: left; margin-right: 2em; }.wp-site-blocks > .alignright { float: right; margin-left: 2em; }.wp-site-blocks > .aligncenter { justify-content: center; margin-left: auto; margin-right: auto; }:where(.wp-site-blocks) > * { margin-block-start: 24px; margin-block-end: 0; }:where(.wp-site-blocks) > :first-child { margin-block-start: 0; }:where(.wp-site-blocks) > :last-child { margin-block-end: 0; }:root { --wp--style--block-gap: 24px; }:root :where(.is-layout-flow) > :first-child{margin-block-start: 0;}:root :where(.is-layout-flow) > :last-child{margin-block-end: 0;}:root :where(.is-layout-flow) > *{margin-block-start: 24px;margin-block-end: 0;}:root :where(.is-layout-constrained) > :first-child{margin-block-start: 0;}:root :where(.is-layout-constrained) > :last-child{margin-block-end: 0;}:root :where(.is-layout-constrained) > *{margin-block-start: 24px;margin-block-end: 0;}:root :where(.is-layout-flex){gap: 24px;}:root :where(.is-layout-grid){gap: 24px;}.is-layout-flow > .alignleft{float: left;margin-inline-start: 0;margin-inline-end: 2em;}.is-layout-flow > .alignright{float: right;margin-inline-start: 2em;margin-inline-end: 0;}.is-layout-flow > .aligncenter{margin-left: auto !important;margin-right: auto !important;}.is-layout-constrained > .alignleft{float: left;margin-inline-start: 0;margin-inline-end: 2em;}.is-layout-constrained > .alignright{float: right;margin-inline-start: 2em;margin-inline-end: 0;}.is-layout-constrained > .aligncenter{margin-left: auto !important;margin-right: auto !important;}.is-layout-constrained > :where(:not(.alignleft):not(.alignright):not(.alignfull)){max-width: var(--wp--style--global--content-size);margin-left: auto !important;margin-right: auto !important;}.is-layout-constrained > .alignwide{max-width: var(--wp--style--global--wide-size);}body .is-layout-flex{display: flex;}.is-layout-flex{flex-wrap: wrap;align-items: center;}.is-layout-flex > :is(*, div){margin: 0;}body .is-layout-grid{display: grid;}.is-layout-grid > :is(*, div){margin: 0;}body{padding-top: 0px;padding-right: 0px;padding-bottom: 0px;padding-left: 0px;}
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) !important;}.has-vivid-green-cyan-color{color: var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-color{color: var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-color{color: var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-color{color: var(--wp--preset--color--vivid-purple) !important;}.has-ast-global-color-0-color{color: var(--wp--preset--color--ast-global-color-0) !important;}.has-ast-global-color-1-color{color: var(--wp--preset--color--ast-global-color-1) !important;}.has-ast-global-color-2-color{color: var(--wp--preset--color--ast-global-color-2) !important;}.has-ast-global-color-3-color{color: var(--wp--preset--color--ast-global-color-3) !important;}.has-ast-global-color-4-color{color: var(--wp--preset--color--ast-global-color-4) !important;}.has-ast-global-color-5-color{color: var(--wp--preset--color--ast-global-color-5) !important;}.has-ast-global-color-6-color{color: 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415<script>document.addEventListener("DOMContentLoaded", function () { 416 const calculatorContainer = document.getElementById("calculator-container"); 417 418 if (!calculatorContainer) { 419 console.error("Calculator container not found."); 420 return; 421 } 422 423 calculatorContainer.style.display = "none"; // Initially hidden 424 425 const digitalTransformationScore = parseInt(localStorage.getItem("digitalTransformationScore"), 10) || 0; 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> 437 <input type="number" id="dealSize" required placeholder="e.g., 50"> 438 </div> 439 <button type="button" onclick="calculateValueErosion()">Calculate</button> 440 </form> 441 <div id="erosionResult"></div> 442 `; 443 444 window.calculateValueErosion = function () { 445 const portfolioCompanies = parseInt(document.getElementById("portfolioCompanies").value) || 0; 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 } 452 453 const erosionFactor = (10 - digitalTransformationScore) * 0.1; 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>
465<script>document.addEventListener("DOMContentLoaded", function () { 466 const assessmentContainer = document.getElementById("assessment-container"); 467 const calculatorContainer = document.getElementById("calculator-container"); 468 469 if (!assessmentContainer || !calculatorContainer) { 470 console.error("Assessment or Calculator container not found."); 471 return; 472 } 473 474 calculatorContainer.style.display = "none"; // Initially hide the calculator 475 476 // 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}`; 520 const backButton = index > 0 ? `<button type="button" onclick="goToPrevious()">Back</button>` : ""; 521 const nextButton = 522 index < questions.length - 1 523 ? `<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> 529 <h4>${question.text}</h4> 530 <div> 531 ${question.options 532 .map( 533 (option, idx) => ` 534 <div> 535 <input type="radio" id="q${question.id}-o${idx}" name="q${question.id}" value="${idx + 1}" ${selectedAnswer === idx + 1 ? "checked" : ""} onclick="selectAnswer(${question.id}, ${idx + 1})"> 536 <label for="q${question.id}-o${idx}">${option}</label> 537 </div> 538 ` 539 ) 540 .join("")} 541 </div> 542 <div> 543 ${backButton} 544 ${nextButton} 545 </div> 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>
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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> 2518 2519
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2993<script src="https://planr.com/wp-content/plugins/elementor/assets/js/frontend.min.js?ver=3.33.0" id="elementor-frontend-js"></script>
vendor: 1 bytes, line 2993
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vendor: 1 bytes, line 2994
2994
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vendor: 1 bytes, line 2995
2995
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vendor: 1 bytes, line 2999
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vendor: 1 bytes, line 3004
3004
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Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.