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...
by Juan Pablo Vasquez | Feb 18, 2026 | Operational Improvement, Private Equity
Executive Summary In a multi-entity Private Equity environment, information is often the most expensive commodity. When data is siloed across different geographies, currencies, and legacy systems, the misinformation challenge sets in, leading to reactive...
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...
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...
by Juan Pablo Vasquez | Dec 3, 2025 | Integrations, NetSuite, Private Equity, Salesforce
In the investment landscape, the mandate of a Family Office differs fundamentally from that of Private Equity. While PE firms operate on the “clock” of a 3-to-7-year hold with a focus on speed and exit readiness, Family Offices often represent...
