An integrated Salesforce & NetSuite technology ecosystem is a value multiplier for PE PortCos. Learn how a holistic blueprint can improve EBITDA, ensure M&A readiness, and de-risk the exit process.
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Private Equity
The Generational Asset: Building Reliable Technology Ecosystems for Family Office Portfolio Companies
Family Offices use integrated Salesforce & NetSuite technology ecosystems to build “Generational Backbones”, professionalize operations and secure long-term value through efficiency.
Key Success Factors for Creating Scalable Technology Ecosystems for PE PortCos
For PE firms to drive growth, a scalable technology ecosystem in PortCos is essential. Success hinges on holistic business process redesign, robust data migration, and a unified system blueprint to support rapid M&A and expansion.
Digital Transformation for Large Organizations Demystified
Large organizations can demystify digital transformation by focusing on four pillars: business-first mindset, strategic phasing, collaboration, and continuous support.
Strategic Misalignment Between Private Equity Operating & Portfolio Company Management Teams
Misalignment between Private Equity and portfolio company teams can hinder value creation. Aligning on strategy, fostering clear communication, and building trust are key to bridging gaps.
Private Equity Insight: Optimizing the PE Tech Stack
What exactly is an ERP? How can it be effectively implemented? How can the right PE technology stack build operational value?
Private Equity Insight: A Technology Partner For Operating Teams
With the increased competition in the Private Equity sector, we must adjust to a value-creation mindset.
Operational Improvement: A Private Equity Roadmap to ERP
When creating operational value for a Portco, few technology improvements can be as efficient as an ERP system.
CIO Review: Interview with Alex Olano from Trajectory Group
Trajectory’s CEO tells us how meticulous cutover implementation is the key. Get to know our team leader and learn from his ERP experiences