How Trajectory Helps Private Equity Firms Maximize Value Across the Portfolio
PRIVATE EQUITY FAQS
Private Equity investors rely on speed, transparency, and scalability, but many portfolio companies operate on outdated systems, fragmented processes, and incomplete data. At Trajectory, we specialize in CRM, ERP and integration-led digital transformation tailored to the needs of PE-backed businesses. Below are answers to the most common questions we hear from deal teams, operating partners, and transformation leads.
How Trajectory Helps Private Equity Firms Maximize Value Across the Portfolio
PRIVATE EQUITY FAQS
Private Equity investors rely on speed, transparency, and scalability, but many portfolio companies operate on outdated systems, fragmented processes, and incomplete data. At Trajectory, we specialize in CRM, ERP and integration-led digital transformation tailored to the needs of PE-backed businesses. Below are answers to the most common questions we hear from deal teams, operating partners, and transformation leads.
Trajectory’s Private Equity Focus
What is Trajectory’s experience with Private Equity-backed companies?
We’ve worked with dozens of PE-owned portfolio companies across industries, including manufacturing, distribution, SaaS, and professional services. Our engagements range from carve-outs and platform builds to post-acquisition optimization and pre-exit clean-ups.
How does Trajectory support the investment lifecycle?
We align our services to key stages of the PE lifecycle:
- Due diligence: System assessments and integration feasibility
- Post-close: Rapid CRM/ERP implementation, carve-out execution, integration
- Growth stage: Process optimization, automation, and scalable system design
- Pre-exit: Reporting standardization, system clean-up, and audit readiness
What differentiates Trajectory from traditional consulting firms?
We combine technical execution with business acumen. Unlike firms that only advise, we design and build the systems that drive EBITDA expansion, operational visibility, and scalable performance, with streamlined cross-functional project teams consisting of experienced consultants, developers and PMs.
CRM, ERP & System Modernization
How quickly can you implement a new CRM or ERP post-close?
We specialize in accelerated timelines for Salesforce and NetSuite implementations, often launching core functionality in 5-6 months (including blueprint time). We prioritize speed-to-value without compromising system integrity or long-term scalability.
Do you support carve-outs and platform rollouts?
Yes. We help carve-out entities stand up operational systems fast and design platform architectures that accommodate future bolt-ons and organic growth. Our approach focuses on minimizing disruption and accelerating time-to-independence.
Data, Reporting & Visibility
How do you improve reporting across portfolio companies?
We build integrated data structures and reporting frameworks within CRM and ERP systems, so deal teams and executives can get real-time visibility into revenue, margin, cash flow, and operational KPIs.
Do you support audit readiness and compliance needs?
Yes. We ensure systems are set up for proper internal controls, transaction traceability, and compliance requirements.
Integrations & AI-Driven Optimization
Can Trajectory integrate systems across the tech stack?
Yes. We build integrations between Salesforce, NetSuite, financial systems, warehouse software, banking platforms, and more, reducing manual effort and unlocking enterprise-level data access.
Is AI enablement relevant for PE-backed companies?
Absolutely. We help companies prepare for and deploy AI by first aligning their data and processes. This unlocks intelligent automation, predictive forecasting, and smarter decision support, leading to measurable efficiency gains.
How do you identify where AI can add value in the portfolio?
We conduct targeted opportunity assessments, looking at areas like order-to-cash, procure-to-pay, financial planning and customer scoring. Our team identifies high-impact use cases that drive measurable ROI.
Partnership & Engagement Model
How does Trajectory collaborate with PE operating teams?
We work directly with operating partners and portfolio leadership to align system transformation with investment goals. We’re transparent, execution-focused, and experienced in managing cross-functional, fast-moving teams and projects.
Do you offer managed services post-implementation?
Yes. Our Managed Services offering ensures ongoing optimization, support, and roadmap execution, without requiring in-house CRM or ERP expertise at the portfolio company level.