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Unlocking Portfolio Value Through Technology, Data, and AI

Private equity firms face increasing pressure to drive value creation quickly—often across complex portfolios shaped by rapid growth, acquisitions, and evolving market expectations. Portfolio companies frequently struggle with fragmented data, legacy systems, manual processes, and disconnected customer experiences that slow execution and dilute returns. 

CapTech partners with private equity firms and their portfolio companies to unlock measurable value across the deal cycle. We deliver technology, data, and AI solutions that accelerate revenue growth, reduce operational friction, mitigate risk, and position companies for successful exits—while staying tightly aligned to the investment thesis and management priorities.

Our Private Equity Capabilities

Technology Strategy & Transformation 

  • Postclose technology strategy & roadmap aligned to deal thesis
  • Digital transformation & modernization
  • Application rationalization & cloud enablement
  • Technology program management & delivery leadership 

Artificial Intelligence, Data, & Analytics  

  • AI strategy & use case prioritization aligned to revenue growth
  • Repeatable AI & machine learning solutions across the portfolio
  • Automation of manual, resourceintensive workflows
  • Predictive insights to improve performance visibility
  • Data enablement, maturity & M&A integration
  • Master data management & stewardship alignment 

Sales Operations & Revenue Enablement 

  • CRM & Salesforce modernization
  • Endtoend commerce and digital sales platforms
  • Datadriven sales performance insights
  • AIpowered lead routing and revenue optimization 

Risk, Governance & Operational Enablement 

  • Technology health checks & risk mitigation
  • Governance, compliance, and resilience strategies
  • Postmerger integration enablement
  • Exitready reporting & digital KPIs 

CapTech’s Unique Value to Private Equity

Maximizing Value with Modernization & Innovation

We help portfolio companies identify and activate highimpact technology opportunities that align to portfolio objectives—targeting revenue lift, cost reduction, and operational efficiency with a bias toward speed and measurable outcomes.

Adapting to Each Company’s Unique Needs

CapTech factors in both the investment thesis and company strategy, allowing us to adapt to a variety of operating environments – accelerating the path to value.

Applying Relevant Perspectives from Other Industries

CapTech’s deep experience across industries and Fortune 500 companies allows us to bring insight into emerging technology trends to help portfolio companies spark new ideas, innovate with confidence, and stand out in their markets.

Operationalizing Quality to Drive Value

CapTech works alongside private equity sponsors and portfolio company leaders throughout the deal cycle, aligning strategy and execution to drive near‑term impact and long‑term value.

Our Framework for Portfolio Value Creation

CapTech has developed a flexible, five-step framework for identifying, evaluating, and executing key opportunities for value creation and technology innovation in portfolio companies. The framework can be applied at either the PE-portfolio or individual company level, based on synergies within a portfolio, weighing both business priorities and the PE investment horizon.
 

 

OUR FRAMEWORK FOR PORTFOLIO VALUE CREATION, Investment Thesis and Operating Strategy, Opportunities for Digital Innovation, Technology and Strategic Planning, Value Creation & ROI, Execution of Supporting Initiatives

Latest Insights

Drew Tester

Drew Tester

Principal, Business Development Lead

Drew has 25+ years of professional services experience helping enterprises, Fortune 100, and private equity backed organizations drive growth through innovation and large scale technology transformation. As a Principal at CapTech, he leads business development, client relationships, and industry growth, partnering with executives to govern and execute programs that improve efficiency, accelerate outcomes, and create long term value.

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Sarah Todnem

Managing Director, Private Equity & Industrials Industry Lead

Sarah brings 15+ years of consulting experience leading enterprise scale transformation in complex, fast changing environments. She specializes in large, multi workstream M&A integration and digital transformation programs. Partnering with C suite leaders, Sarah translates strategy into roadmaps, governance, and delivery models, aligning business, product, and engineering teams to drive cohesive, cross functional outcomes.

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Matthew Torrenzano

Matthew Torrenzano

Technical Director, Private Equity

Matt is a technology leader, strategic advisor, and senior architect with 21 years of experience helping private equity–backed and enterprise organizations define and execute technology strategy across modernization, commerce, data, and AI. He partners with executives to drive growth, cost takeout, and post close transformation, translating investment priorities into actionable architectures and delivering AI enabled solutions at global scale.

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