Digital Transformation Value Creation for Private Equity Firms
Accelerating EBITDA and Scalable Growth
Trajectory partners with private equity firms to drive near-term value and long-term operational excellence through tech-led transformation. We align systems with capital strategies, improve EBITDA, and support M&A execution with integrated platforms, automation, and data intelligence.
Digital Transformation Value Creation for Private Equity Firms
Accelerating EBITDA and Scalable Growth
Trajectory partners with private equity firms to drive near-term value and long-term operational excellence through tech-led transformation. We align systems with capital strategies, improve EBITDA, and support M&A execution with integrated platforms, automation, and data intelligence.
Our Approach to Technology Transformation
Smarter Deals through Digital Insight
Private equity execution relies on speed, precision, and visibility. We assess digital maturity early, identify risks, and define post-close strategies that accelerate value creation. From acquisition to exit, we align CRM, ERP, and integration plans with your investment thesis and performance goals.
Discovery & Strategic Assessment
-
Conduct assessments of operational inefficiencies and technology debt.
-
Align transformation opportunities with the investment strategy and value creation goals.
Blueprinting & Business Process Reengineering
- Redesign core sales, finance, and operational workflows for automation, scale, and performance.
- Architect future-state integrated technology environments including Salesforce, NetSuite, and other integrated tools i.e. for taxation, time entry etc.
Implementation & Scalable Optimization
- Deploy secure, integrated CRM and ERP systems with minimal disruption to daily operations.
- Enable continuous optimization to adapt to evolving market conditions and PE hold period milestones.
-
Our Approach to Digital Due Diligence
Smarter Deals through Digital Insight
Discovery & Strategic Assessment
-
Conduct assessments of operational inefficiencies and technology debt.
-
Align transformation opportunities with the investment strategy and value creation goals.
Blueprinting & Business Process Reengineering
- Redesign core sales, finance, and operational workflows for automation, scale, and performance.
- Architect future-state integrated technology environments including Salesforce, NetSuite, and other integrated tools i.e. for taxation, time entry etc.
Implementation & Scalable Optimization
- Deploy secure, integrated CRM and ERP systems with minimal disruption to daily operations.
- Enable continuous optimization to adapt to evolving market conditions and PE hold period milestones.
-
AI-Powered, Future-Ready
AI-Accelerated Precision for Due Diligence & Integration Planning
AI is reshaping how diligence is done. At Trajectory, we embed intelligent tools into every step, from evaluating code to designing systems and resolving stakeholder questions. The result: faster analysis, smarter roadmaps, and sharper execution for confident investment decisions.
Inputs and Doc Summarization with Gen AI
Streamline the implementation process by leveraging AI copilots to sift through large volumes of data to identify requirements and solutions, summarize decisions, meeting notes as well as next steps, hence reducing implementation duration and frictions.
Automated ERP & CRM Record Creation
Leverage document-to-data OCR solutions to convert invoices, contracts, and sales orders directly into structured CRM and ERP records, eliminating manual entry, reducing errors, and increasing speed-to-value.
Streamlined Data Migration
Our AI-enhanced data migration solution streamlines the extraction, normalization and movement of data between old and new CRM and ERP systems, de-risking this typically high risk element of technology transformation projects.
Automated ERP & CRM Record Creation
Leverage document-to-data OCR solutions to convert invoices, contracts, and sales orders directly into structured CRM and ERP records, eliminating manual entry, reducing errors, and increasing speed-to-value.
Streamlined Data Migration
Our AI-enhanced data migration solution streamlines the extraction, normalization and movement of data between old and new CRM and ERP systems, de-risking this typically high risk element of technology transformation projects.
Inputs and Doc Summarization with Gen AI
Streamline the implementation process by leveraging AI copilots to sift through large volumes of data to identify requirements and solutions, summarize decisions, meeting notes as well as next steps, hence reducing implementation duration and frictions.
Why Trajectory
WE DRIVE BUSINESS-FIRST DIGITAL TRANSFORMATION
We bring unmatched experience in private equity digital transformation, with a deep understanding of how technology drives both margin enhancement and long-term enterprise value. Our solutions are purpose-built for execution speed, scalability, and exit readiness.’
✓ Unlock EBITDA growth through automation and streamlined processes.
✓ Reduce cost and complexity with integrated, cloud-native technology stacks.
✓ Build data transparency and KPI alignment across the portfolio.
✓ Enable faster integrations and scalable infrastructure for M&A rollups.
✓ Prepare PortCos for a high-value exit with performance-optimized systems.
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
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.