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PRIVATE EQUITY
& FINTECH ADVISORY

A Trusted PE Due Diligence Partner

Trajectory has supported over 90 carve-out and merger transactions, working with a variety of different Private Equity (“PE”) teams, by delivering successful cloud-based technology solutions that deliver operational improvement.

Trajectory’s breadth of experience and our depth of practical knowledge of company processes across multiple industries and a variety of technology stack applications, (i.e. NetSuite, Salesforce, Shopify, Boomi, FloQast, Expensify, OpenAir, Bill.com to name a few), allow us to add value from the very beginning of the investment lifecycle. 

Trajectory can support PE teams’ sell-side preparation and separation planning, as well as buy-side due diligence by helping assess and evaluate Portfolio companies’ (Portcos’) current technology infrastructures and by estimating what it would take to achieve a value-driving future state. We also support PE teams by managing the planning and execution of the Portcos’ financial application transitions/implementations.

“TRAJECTORY HAS ADDED DEPTH TO OUR TEAM, ALLOWING US TO MOBILIZE QUICKLY AND ASSESS, IMPLEMENT, AND CREATE VALUE FOR OUR CLIENTS.”

Rick Powers
Director
West Monroe Partners

TRAJECTORY FINTECH ADVISORY SERVICES

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Pre-Divestiture Planning

Prior to selling a Portco, determining how best to transition the technology stack is a big consideration. We help PE firms determine the most cost-effective approach.

Technology Process Readiness Assessment

Prior to purchasing a Portco, we help PE firms assess the current technology infrastructure and determine how ready an organization is to undertake a technology stack transition. Furthermore, we advise on the steps that need to be taken to effectively prepare them.

Business Process Requirements Capture

Perhaps a Portco needs to automate business processes and they do not know where to start or they need to move on to a different technology solution altogether. We work with Portco teams to capture relevant business requirements that allow us to design a robust, scalable technology solution to meet their needs, not only today but for the future.

IT Technology Stack Solution Design

Based on the detailed Portco business requirements, we design a technology stack to address their customized needs, taking into consideration their budget and timeline constraints. We frequently design solutions for financial accounting, enterprise resource planning, CRM, and Professional Services Automation needs.

Integration Solution Design

Often in a technology ecosystem, value can be harnessed from integrating multiple systems in order to get a holistic view of operations. When appropriate, we provide clients with industry-leading integration solutions, architected by our expert in-house development team.

Value Creation Assessment

For clients who already have a technology stack in place that is not meeting their needs, we can complete a solution assessment and provide solution optimization recommendations that would generate additional value.

Trajectory Group

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