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

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

by Juan Pablo Vasquez | Aug 18, 2026 | Artificial Intelligence, Private Equity

This deep dive connects to our pillar blog post, The AI Value Creation Playbook: How Private Equity Can Leverage Practical AI to Expand Margins. Read the full playbook to learn how Trajectory Group helps organizations build the integrated tech backbone needed for...
Evaluating AI Readiness During Digital Due Diligence: A Checklist for Operating Partners

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

by Juan Pablo Vasquez | Aug 18, 2026 | Artificial Intelligence, Partners

This deep dive connects to our pillar blog post, The AI Value Creation Playbook: How Private Equity Can Leverage Practical AI to Expand Margins. Read the full playbook to learn how Trajectory Group helps organizations build the integrated tech backbone needed for...
The Platform Play: How to Migrate Add-On Data into NetSuite Without Disrupting Operations

The Platform Play: How to Migrate Add-On Data into NetSuite Without Disrupting Operations

by Juan Pablo Vasquez | Feb 18, 2026 | Operational Improvement, Private Equity

Executive Summary Data migration is the open-heart surgery of a Private Equity roll-up. If done incorrectly, it can paralyze a newly acquired entity, alienate customers, and obscure financial performance for months. This blog outlines a structured, zero-downtime...
The Unified Backbone: Mastering Integrated Salesforce & NetSuite Implementations for SMB to Enterprise Organization Growth

The Unified Backbone: Mastering Integrated Salesforce & NetSuite Implementations for SMB to Enterprise Organization Growth

by Juan Pablo Vasquez | Dec 4, 2025 | Implementations, NetSuite, Operational Improvement, Salesforce

The journey from start-up to scaled enterprise is defined by control, clarity, and consistency. Yet, for many Small to Mid-Sized Businesses (SMBs) and even Enterprise organizations, rapid growth often brings unnecessary technological complexity. You wisely adopt a...
The Value Multiplier: Integrated Salesforce & NetSuite Technology Ecosystems for Private Equity Portfolio Companies

The Value Multiplier: Integrated Salesforce & NetSuite Technology Ecosystems for Private Equity Portfolio Companies

by Juan Pablo Vasquez | Dec 3, 2025 | Integrations, NetSuite, Private Equity, Salesforce

In Private Equity (PE), success is measured by two critical factors: speed and demonstrable value creation. When a PE firm acquires a portfolio company (PortCo), the clock immediately starts ticking. The investment thesis, the promise of maximizing EBITDA and...
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