Who We Are
Independent Expertise for Data - Driven Transformation
PlannedData was founded on a simple observation: most mid-market firms are sitting on proprietary data they cannot use. Not because the technology does not exist, but because nobody has connected it to the decisions the business actually makes.
We are an independent, business-led advisory practice. We do not sell technology. We do not take commission from vendors. We work for the client, helping PE-backed firms turn what only they own into a governed, exit-ready strategic asset that builds value with every cycle.
Our Philosophy
PlannedData exists because the mid-market is underserved. The large advisories are too generic and too expensive. Internal IT frames data as a technology problem. Technology vendors have a conflict of interest. PE-backed firms are making consequential decisions about data with no independent voice in the room.
That is the gap we occupy. Independent, business-led, and working only for the client.

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