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a Technology Partner for Private Equity Operating Teams

This white paper discusses the evolving key role of a technology partner to PE Operating Teams, featuring a case study that demonstrates how Trajectory helped Corsearch Inc., a successful portfolio company, streamline its NetSuite environment throughout its investment lifecycle, in order to optimize its operations.
Download This Insight

A Technology Partner for Private Equity Operating Teams

This white paper discusses the evolving key role of a technology partner to PE Operating Teams, featuring a case study that demonstrates how Trajectory helped Corsearch Inc., a successful portfolio company, streamline its NetSuite environment throughout its investment lifecycle, in order to optimize its operations.

“With increased competition in the private equity sector and the rising cost of fewer targets, the need for PE firms to adjust to a value-creation mindset throughout the entire investment life cycle is a strategic imperative.”

Today’s Private Equity (PE) market is highly competitive; with more firms with more cash chasing fewer targets, purchase prices are going up while expectations for exit values remain high. At the same time, PE firms need to compete for uniqueness in a crowded market.

About This Insight

The days of financial engineering to improve the perception of portfolio company performance are a distant memory, replaced with tangible operational improvement initiatives such as technology and financial transformation initiatives. A key success factor for financial technology-driven transformation initiatives is a reliable, experienced technology partner, like Trajectory, to guide the ERP system implementation.

Relevant topics for Operations Team members in this Insight include:

  • Portfolio company value creation is more and more being driven by technology-backed financial transformation initiatives.
  • When it is best to engage technology partners during the deal life cycle.
  • What specific services PE Operations Teams should seek from their technology partners in order to maximize value for their portfolio companies.
  • A case study of how a PE firm engaged with Trajectory to leverage our expertise in NetSuite assessments, optimizations and integrations to maximize value for one of their portfolio companies.

About Trajectory

Trajectory Group is a digital transformation consulting group that helps drive operational improvement. We assist with everything from pre-acquisition technology due diligence to the implementation, optimization, and managed services of enterprise business management solutions, including CRM, ERP, eCommerce, systems integration, and a broad range of AI accelerators. We have offices in the U.S., Canada, Colombia, Chile, Dubai, and India. With 18 years of experience, we’ve completed over 450 Salesforce and NetSuite projects.

By partnering with Initus Technologies, our sister company focused on Artificial Intelligence (Machine Learning, GenAI & AI Agents), we simplify the heavy lifting of implementations, including project execution, code generation/documentation, data migration and training.

Download This Insight

About This Insight

The days of financial engineering to improve the perception of portfolio company performance are a distant memory, replaced with tangible operational improvement initiatives such as technology and financial transformation initiatives. A key success factor for financial technology-driven transformation initiatives is a reliable, experienced technology partner, like Trajectory, to guide the ERP system implementation.

Relevant topics for Operations Team members in this Insight include:

  • Portfolio company value creation is more and more being driven by technology-backed financial transformation initiatives.
  • When it is best to engage technology partners during the deal life cycle.
  • What specific services PE Operations Teams should seek from their technology partners in order to maximize value for their portfolio companies.
  • A case study of how a PE firm engaged with Trajectory to leverage our expertise in NetSuite assessments, optimizations and integrations to maximize value for one of their portfolio companies.

About Trajectory

Trajectory is a digital transformation consulting group, dedicated to assisting Private Equity operating teams, Office of the CFO advisory groups, and portfolio companies’ executives in achieving operational excellence. Following a business-first solution agnostic approach, we assist with: Pre-Acquisition Due Diligence, Blueprinting, and Implementation of entire technology ecosystems including Salesforce, NetSuite, OpenAir, Shopify, Boomi, and GenAI.

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About The Author
Alex Olano
Trajectory Group
CEO & Managing Partner

Throughout his 18-year career at Trajectory, Alex’s role has ranged from managing teams and projects to running the professional services organization, and mentoring Trajectory’s growing number of Consultants. Currently, he leads the Trajectory Team and invests his time ensuring Private Equity avoids key technology risks during their transactions. Alex understands technology is simply the means for achieving business goals. He has guided Trajectory’s organization to form its own version of Operational Improvement, which combines industry and business acumen with highly effective technology implementation capabilities. Prior to joining Trajectory Group, Alex spent 10 years in business consulting, systems advisory, and SAP implementations with IBM Global Services and Accenture.