PE Reimagined: How Trajectory Accelerates Portfolio Value Creation
Empowering Private Equity Firms to Unlock Operational Scale, Speed, and Strategic Growth
At Trajectory, we align enterprise technology with your investment strategy to accelerate value creation across the PE investment lifecycle. From post-acquisition integration and operational optimization to digital transformation in private equity and exit strategy planning, we deliver technology-driven solutions that empower private equity firms, buyout firms, and growth equity investors to streamline operations, enhance EBITDA, and drive long-term portfolio performance.
Our Core Private Equity Solutions
Enhancing Portfolio Company Performance Through Digital Transformation
With deep expertise across NetSuite, Salesforce, and iPaaS integration platforms, Trajectory supports PE-backed companies through every phase of transformation—from due diligence and post-acquisition to growth acceleration and exit readiness. Our consultants partner with portfolio company CFOs, strategy consultants for PE, and value creation teams to build tech stacks for private equity that scale with confidence.
Post-Acquisition Integration & M&A Business Process Integrations
ERP Implementation for PE
Standardize operations across the portfolio with scalable NetSuite ERP deployments.
Salesforce for Private Equity
Drive revenue growth and CRM modernization with tailored Salesforce solutions.
iPaaS Integration & Process Improvement in PE
Enable seamless systems connectivity to accelerate time-to-value.
Value Creation Through Digital Transformation in Private Equity
PE Firm Automation
Reduce manual work and accelerate decision-making with AI and workflow automation.
Data Analytics in Private Equity
Unlock actionable insights across the portfolio with KPI dashboards and real-time analytics.
PE Tech Enablement & Operational Optimization
Align technology initiatives with operational strategy to boost performance.
Risk Management, Governance & IT Strategy for Portfolio Companies
Technology Due Diligence
Support deal sourcing and investment evaluation with deep technical assessments.
Cloud Solutions for PE Firms
Migrate legacy infrastructure to scalable, secure cloud environments.
IT Strategy for Portfolio Companies
Build long-term, flexible architectures aligned to PE operational strategy.
Exit-Ready Transformation & Business Readiness for Sale
Exit-Focused Operations
Modernize platforms, processes, and reporting to support value realization at exit.
Exit Strategy Planning & Sell-Side Due Diligence
Implement financial systems and data transparency tools that accelerate transaction timelines.
Exit-Ready Tech Stacks
Create scalable, investor-attractive infrastructures ready for growth or divestment.
Your Partner for Private Capital Transformation
Your Success
Is Our Success
Trajectory is more than a technology provider—we are your transformation execution partner. Trusted by private equity fund managers, operating partners, and value creation teams, we help you:
Accelerate Time to Value
To streamline capital deployment across your portfolio companies.
Drive operational improvement
Cost reduction, and EBITDA enhancement.
Prepare portfolio companies for M&A
Sell-side due diligence, and strategic exits.
As the leader of our divestiture practice, detangling data and establishing a standalone technology platform with ERP system at its foundation is paramount. Partnering with Trajectory as one of our Carve-out Readiness & Execution partners has helped us execute against condensed timeframes and exit costly transition services agreements quickly and seamlessly.
Keith Campbell
Director, Mergers & Acquisitions
West Monroe Partners
The Challenge
West Monroe Partners, a consulting firm specializing in M&A transactions, needed to efficiently integrate or separate businesses by establishing robust accounting and financial structures, related business processes, and data migration strategies. To enhance their capabilities in this domain, they sought a partner to provide expertise in enterprise resource planning (ERP) solutions, particularly for supporting private equity teams during pre-diligence and implementation phases.
The Approach
Trajectory has collaborated with West Monroe on over 35 pre-diligence engagements and more than 10 ERP migration and implementation projects. West Monroe’s approach includes conducting fit-gap analyses to determine key requirements, delivering tailored demonstrations aligned with client priorities, and assisting in designing scoring and rating logic for solution selection. They also provide detailed project scoping and pricing to support cost modelling and business case development. Throughout the process, Trajectory collaborates with West Monroe by providing clear communication and a flexible approach to meet various client needs.
The Results
The partnership enabled West Monroe to expand its ERP advisory and delivery capabilities, offering a more comprehensive technology delivery cycle. This collaboration increased the number of related engagements they could execute and broadened their overall service offerings. By providing hands-on support for private equity operating teams, portfolio companies benefited from in-depth knowledge and support from a multifaceted team. The ongoing relationship between Trajectory and West Monroe continues to drive successful outcomes for clients across the M&A transaction lifecycle.
Contact Us
Let’s Connect & Transform Together
No matter the industry, transformation begins with a deep understanding of your unique challenges and opportunities. At Trajectory, we’re committed to partnering with you to deliver solutions that are precise, innovative, and built for long-term success. Explore how our expertise can propel your business into the future.