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The AI Value Creation Playbook: How Private Equity Can Leverage Practical AI to Expand Margins

Turn AI hype into EBITDA reality. Discover Trajectory’s 4-phase playbook to build an AI-ready PortCo, expand margins, and command a premium exit multiple.

Data Hygiene: Why Your AI Strategy Will Fail Without a Unified Salesforce/NetSuite Backbone

Eliminate data debt before launching AI. Learn how Trajectory’s Salesforce-NetSuite integration creates a single source of truth to drive PortCo EBITDA growth.

Automating the Mid-Market: Two AI Use Cases that Deliver Immediate ROI for PortCo Operations

Escape the trap of linear scaling. Learn how Trajectory uses applied AI in NetSuite & Salesforce to automate PortCo operations and maximize exit multiples.

Evaluating AI Readiness During Digital Due Diligence: A Checklist for Operating Partners

Move beyond software licenses. Discover how PE firms evaluate AI readiness during digital due diligence to spot data debt and unlock immediate post-close EBITDA.

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The latest insights, ideas, and perspectives from Trajectory. Explore a cross-section of up-to-date content on the trends shaping the future of business and society.