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Tackling Digital Transformation in Portfolio Companies


Current conditions are increasingly driving companies to adopt new technologies and undertake digital transformation to enhance the way they do business. Many private equity (PE) portfolio companies, especially after acquisition, struggle with transformation – whether due to inexperience, outdated or fragile systems, disparate tools and data, or wavering commitment in the face of current business demands.

With 24 years of experience as technology leaders and digital transformation partners, CapTech understands the complexities of integrating operations from acquired businesses into existing systems and infrastructure. We leverage this expertise to seamlessly support the shared vision of PE firms and their portfolio companies for value and growth. Our guidance helps them navigate the challenging technology and digital landscape, ensuring a smooth and successful transformation journey.

Our Private Equity Capabilities

Technology Solutions

  • Modern Architecture & Cloud
  • Microservices & APIs Front-End
  • Front-End Development
  • DevOps & Continuous Delivery
  • Mobile & Devices

Management Solutions

  • Program Management
  • Product Analysis & Leadership
  • Business Process Engineering
  • Organizational Change
  • Risk & Compliance

Data & Analytics

  • Data & Analytics Strategy
  • Data Architecture & Platforms
  • Machine Learning & AI
  • Data Science & Visualization
  • Data Privacy & Governance

Customer Experience

  • Customer Research & Insights
  • Design Thinking Workshops
  • Digital Experience Strategy
  • Interaction & Visual Design
  • Accessibility Guidance

CapTech’s Unique Value to Private Equity

Creating Value with Tech & Digital Innovation

CapTech’s expertise is firmly rooted in using technology and digital transformations to innovate, drive growth, and unlock value. We’ve been doing it since the last century.

Focused on Elevating Portfolio Companies

CapTech provides best-in-class support to portfolio companies, whether it’s modernizing key platforms, resolving tech debt, or building digital experiences.

A Trusted Partner for Private Equity

CapTech deeply understands the PE-portfolio company partnership; in fact CapTech is PE-owned. We help all stakeholders navigate transformations – together.

Relevant Perspectives from Other Industries

CapTech’s deep experience across industries and Fortune 500 companies allows us to bring in successful practices while developing the right solutions for each company.

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.

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.

Building a PE Portfolio Company's Digital Tools to Optimize Sales

A national yearbook and memorabilia company’s sales team spent multiple hours pricing a single yearbook due to pricing-rule complexity. They also lacked visibility into their performance to help them plan throughout the year. The company knew that upgrading to Salesforce would alleviate a lot of the burden. They needed a strong partner who could implement Salesforce effectively while balancing requirements against a desire to leverage out-of-the-box functionality.

With CapTech’s help, the client is now able to enjoy the benefits of new features. The new system also yields significant time savings due to simplification, integration of other client systems, and ease of use.

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Drew Tester

Drew Tester

Principal, Business Development & Private Equity Portfolio Lead

Drew has been with CapTech for almost 17 years. He has over 20 years of consulting experience and has played a key role in CapTech’s national expansion, with a focus on CRM and business development. Drew is also responsible for overseeing the successful delivery of innovative technology solutions for CapTech’s Private Equity relationships.