Technology Partner for Portfolio Operations

Enterprise-grade portco technology. Now available as a portfolio service.

We've built mission-critical systems for companies across industrial services, healthcare, life sciences, and regulated industries — ERP integrations, compliance platforms, AI automation, and custom operational software. Now we're packaging that capability for PE operating teams who need a single technology partner across their portfolio.

Every acquisition multiplies your technology debt.

Fragmented Tech Stacks Across Portfolio Companies

Each acquisition brings its own set of systems, tools, and integrations. Without a unified approach, you're managing dozens of incompatible platforms, duplicated workflows, and increasing operational friction.

No Unified Reporting for Portfolio Ops

Real-time visibility into portfolio health is impossible when every portco runs on different systems. You're stuck pulling reports manually, reconciling data across platforms, and making decisions with outdated information.

Redundant SaaS Spend That Erodes Margins

Each company subscribes to its own suite of tools — CRMs, ERP systems, analytics platforms, compliance software. The cumulative cost across the portfolio becomes a significant drag on EBITDA that should be easily consolidated.

Portco-level proof. Portfolio-level capability.

Every engagement below was delivered by the same engineering team, using the same AI-accelerated methodology, that we now offer as a dedicated PE platform practice. We've done the work — at the portco level — across verticals PE firms care about.

Post-Acquisition Systems Consolidation

For a $7B+ industrial services company, we built a Salesforce integration that unified field operations, CRM, and back-office systems across multiple business units — the exact same work required when onboarding a new bolt-on acquisition onto a platform tech stack.

Compliant Digital Infrastructure in Regulated Verticals

We built a HIPAA-compliant diagnostics platform from scratch for a healthcare company operating under strict regulatory requirements. For PE firms acquiring in healthcare, life sciences, or financial services, this is the kind of compliant infrastructure buildout every portco needs.

Mission-Critical Operational Software

For a cannabis analytics lab, we delivered a full LIMS (Laboratory Information Management System) that handles sample tracking, chain of custody, and regulatory reporting. When your portcos run on operational software that doesn't exist off the shelf, we build it.

AI Automation at the Enterprise Level

We deployed an AI-powered call center platform that automates inbound routing, customer interaction, and escalation workflows. Build once for one portco, roll the pattern out across the portfolio — that's how AI automation scales under a platform thesis.

Built for how PE actually operates.

120+
Engineers on our bench in Latin America. A dedicated integration team can spin up within two weeks of close — no recruiting lag, no ramp time, no competing with Bay Area talent markets.
6
Regulated verticals delivered — healthcare, life sciences, industrial, financial services, cannabis, and enterprise SaaS. We don't need to learn your portco's compliance requirements from scratch.
1
Methodology across every engagement. The same AI-accelerated development process, sprint cadence, and delivery model — whether we're integrating one portco or ten.

How we work with PE operating teams.

1

Portfolio Technology Audit

We map your portfolio's tech landscape — systems, integrations, redundancies, and gaps. This becomes your roadmap for consolidation and standardization.

2

Integration Roadmap

We prioritize which systems integrate first, what gets consolidated, and where you gain the fastest EBITDA improvement. Every integration is sequenced around your acquisition pipeline.

3

Build & Migrate

Our engineering team executes the integrations, migrations, and custom builds required. We work in parallel across portcos, learning from each integration to scale faster.

4

Ongoing Portfolio Support

We become your embedded technology team. New acquisitions plug into your consolidated stack. Maintenance, updates, and new AI automation patterns all roll out at the portfolio level.

We've done the portco work. Let's talk about doing it at the portfolio level.

Book a 30-minute call with our team. We'll walk through our case studies, show you how our engineering bench scales, and scope what a portfolio-wide technology engagement would look like for your fund.

Talk to our PE team