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
Trajectory 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 an 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.”
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
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. We are 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.