Services

Products

Industries

Private Equity, Enabled

Accelerating Value Creation Across the Portfolio

Trajectory partners with Private Equity firms to enhance the operational performance of their portfolio companies through scalable CRM, ERP, and integration solutions. From digital due diligence to transformation and ongoing optimization, we deliver the strategic systems and technical execution that drive measurable EBITDA improvement and long-term enterprise value. Our team works alongside PE firms to ensure each portfolio investment is operationally sound, digitally equipped, and positioned for scale, exit, or add-on acquisition.

Our Core Private Equity Solutions

Enhancing Portfolio Company Performance Through Digital Transformation

Our tailored CRM and ERP solutions are purpose-built to meet the unique demands of the private equity environment, delivering rapid execution, operational visibility, and scalability at every stage of the investment lifecycle.

Operational Turnaround & Transformation & Post-Acquisition Integration

Redesign business processes and implement CRM/ERP systems to stabilize underperforming assets.

Accelerate time-to-synergy by rapidly integrating systems, data, and workflows after acquisitions for cross-functional visibility.

Digital Due Diligence & Systems Assessment

Evaluate the digital maturity, risks, and scalability of targets during pre-deal diligence.

Deliver actionable insights into systems, data structure, and operational gaps to inform investment decisions.

AI-Driven Optimization & Value Capture

Deploy artificial intelligence tools to identify process inefficiencies, forecast trends, and automate high-impact workflows.

Leverage advanced analytics to unlock hidden value across finance, sales, and operations.

Growth Enablement & Managed Services

Provide continuous improvement and support services that scale with portfolio companies as they grow.

Act as an outsourced digital operations team to reduce overhead and maintain agility.

Your Partner for Private Capital Transformation

Your Success

Is Our Success

rajectory is more than a technology provider, we’re your transformation execution partner. Trusted by Private Equity fund managers, operating teams, and value creation leaders, we bring the strategy, precision, and technical depth needed to turn plans into measurable results.

Faster execution from deal close to operational maturity

Improved EBITDA through automation and process efficiency

Real-time financial and operational visibility

Scalable tech stacks that support bolt-ons and exits

As the leader of our divestiture practice, detangling data and establishing a standalone technology platform with ERP system at its foundation is paramount. Partnering with Trajectory as one of our Carve-out Readiness & Execution partners has helped us execute against condensed timeframes and exit costly transition services agreements quickly and seamlessly.

Keith Campbell


Director, Mergers & Acquisitions


West Monroe Partners

The Challenge

West Monroe, a consulting firm specializing in M&A transactions, needed to efficiently integrate or separate businesses by establishing robust accounting and financial structures, related business processes, and data migration strategies. To enhance their capabilities in this domain, they sought a partner to provide expertise in enterprise resource planning (ERP) solutions, particularly for supporting private equity teams during pre-diligence and implementation phases.

The Approach

Trajectory has collaborated with West Monroe on over 35 pre-diligence engagements and more than 10 ERP migration and implementation projects. West Monroe’s approach includes conducting fit-gap analyses to determine key requirements, delivering tailored demonstrations aligned with client priorities, and assisting in designing scoring and rating logic for solution selection. They also provide detailed project scoping and pricing to support cost modelling and business case development. Throughout the process, Trajectory collaborates with West Monroe by providing clear communication and a flexible approach to meet various client needs.

The Results

The partnership enabled West Monroe to expand its ERP advisory and delivery capabilities, offering a more comprehensive technology delivery cycle. This collaboration increased the number of related engagements they could execute and broadened their overall service offerings. By providing hands-on support for private equity operating teams, portfolio companies benefited from in-depth knowledge and support from a multifaceted team. The ongoing relationship between Trajectory and West Monroe continues to drive successful outcomes for clients across the M&A transaction lifecycle.

Contact Us

Let’s Connect & Transform Together

No matter the industry, transformation begins with a deep understanding of your unique challenges and opportunities. At Trajectory, we’re committed to partnering with you to deliver solutions that are precise, innovative, and built for long-term success. Explore how our expertise can propel your business into the future.