Private equity moves fast. From diligence through exit, the technology and financial infrastructure of a portfolio company can either accelerate value creation or get in the way of it.
Caravel supports private equity firms and their portfolio companies across the full hold period: from diligence and post-close remediation through carve-out migrations, reporting, and added finance-team capacity.
We understand what your firm needs from a portco’s technology environment and what it takes to get there without disrupting the business in the process.
Connect with a Private Equity Consultant
The PE Service in Depth
Eight services, applied where the value case is clearest.
Business System Assessment
A diligence-grade read on the environment. We define requirements, review existing system configurations, integrations, and business processes, identify optimization opportunities, and build a remediation plan with sequence, timeline, and costs.
Learn moreEnterprise Application Implementation & Optimization
Implement and optimize NetSuite, Salesforce, and connected systems. We handle consolidations, technical debt, entity expansion, data cleanup, integrations, reporting, and workflows while protecting timelines and budgets.
Learn moreAccounting Rationalization
Faster close, lower DSO, tighter controls. We expedite period close, improve operational metrics, reduce revenue leakage, and improve vendor onboarding processes and internal controls.
Learn moreData Cleansing & Migration
Retire legacy systems on carve-out. We assist with data exports, cleansing, and import exercises for ERP and CRM-related data work, from semi-automated to fully automated migration with an emphasis on retiring legacy systems no longer in use.
Learn moreOutsourced Accounting & PMO
Bandwidth without a permanent hire. Temporary, full-time, or project-based accounting, including full outsourced accounting functions for companies leaving an incumbent firm, and PMO support for technology and non-technology projects.
Learn moreFP&A as a Service
Budget, reforecast, report. System administration, annual budget creation and approval, monthly re-forecasting, and monthly financial reporting.
Learn moreCybersecurity & IT Services
Security that keeps pace with growth. We identify vulnerabilities and quantify risk, navigate regulatory frameworks (SOC 2, ISO 27001), and provide ongoing monitoring and protection for cloud environments and digital transformation projects.
Learn moreAI Services
From experiment to ROI-driven automation. We assess systems, data, and workflows, build a practical AI roadmap, securely connect NetSuite and other platforms to AI tools, automate approvals, reporting, and reconciliations, and train teams to drive adoption.
Learn moreStart the conversation
Wherever you are – building, growing, or protecting what you’ve built – you need a team that gets it. Let’s start today.