Our Private Equity Services
Accelerating Value Creation Across the Investment Lifecycle
We’ve delivered over 100 digital transformation projects using NetSuite ERP and Salesforce CRM, providing solutions that optimize performance for private equity firms. Partnering with deal professionals and CFOs, we drive measurable value throughout the investment lifecycle.
Our Private Equity Services
Accelerating Value Creation Across the Investment Lifecycle
We’ve delivered over 100 digital transformation projects using NetSuite ERP and Salesforce CRM, providing solutions that optimize performance for private equity firms. Partnering with deal professionals and CFOs, we drive measurable value throughout the investment lifecycle.
Our Core Solutions
Let’s Build the Future of Private Equity
Operational Turnarounds & Transformation
Portfolio Value Optimization
Strategic Due Diligence & Integration Roadmapping
Your Partner for Investments
Why Private Equity Firms Choose Trajectory
Trajectory is the trusted partner for PE fund managers, operating teams, and strategy consultants for PE who seek to elevate technology as a strategic lever. Our expertise spans the full PE tech enablement spectrum—from early-stage due diligence through post-acquisition execution and exit readiness.
Accelerate Portfolio Performance
With proven implementation strategies.
Scale confidently
With cloud solutions for PE firms and end-to-end integration planning.
Unlock operational excellence
And process improvement in PE.
Accelerate Portfolio Performance
With proven implementation strategies.
Scale confidently
With cloud solutions for PE firms and end-to-end integration planning.
Unlock operational excellence
And process improvement in PE.
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 focused on M&A transactions, needed to efficiently integrate or separate businesses by developing strong accounting and financial structures, business processes, and data migration strategies. They sought a partner to enhance their ERP solutions expertise, particularly to support private equity teams during pre-diligence and implementation.
The Approach
Trajectory has partnered with West Monroe on over 35 pre-diligence engagements and numerous migration and implementation projects. West Monroe conducts fit-gap analyses, delivers tailored demos, and assists in designing scoring logic for solution selection. They also provide detailed project scoping and pricing for cost modeling and business case development. Trajectory ensures clear communication and flexibility throughout the collaboration to meet client needs.
The Results
The partnership between West Monroe and Trajectory has enhanced ERP advisory and delivery capabilities, broadening their service offerings. This collaboration allows for increased engagements and provides private equity operating teams with valuable support and expertise. Their ongoing relationship drives successful outcomes for clients throughout the M&A transaction lifecycle.
Contact Us
Let’s Connect & Transform Together
Whether you’re driving portfolio success or reimagining your operational core, our experts are ready to start the conversation. Your journey to innovation begins with a single step—reach out, and let’s build the future together.