
CapTech’s Unique Value to Private Equity
Our Private Equity Capabilities
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. For more information on our framework, click the button below.
Supporting Transformations for a Large PE Fund's Portfolio Companies
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, such as dashboards, pricing changes, commissions, and incentives – all intended to help maximize profitability. 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
Principal, Business Development & Portfolio Leadership
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.