Technology Solutions
for Private Equity

We help private equity firms and their portfolio companies optimize operations, accelerate product development, and drive value creation through technology transformation and engineering excellence.
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Technology that accelerates value creation across your portfolio

Private equity firms need technology partners who understand the investment lifecycle and can move at the speed required to drive operational improvements and revenue growth. Forte Group partners with PE firms and portfolio companies to deliver measurable technology outcomes that support value creation, OpEx reduction, and exit readiness.

How we help private equity firms and portfolio companies

Optimize operating expenses

Reduce technology costs through dynamic resource allocation, platform modernization, automation, and efficient delivery models that improve margins without sacrificing quality.

Accelerate new product development and time to market

Build and launch new revenue-generating products and features using proven frameworks that align product strategy with commercial outcomes and speed to market.

Modernize legacy systems and technical infrastructure

Reduce technical debt, improve scalability, and strengthen security across portfolio company technology stacks to support growth and exit positioning.

Scale engineering teams rapidly and efficiently

Provide flexible engineering capacity through staff augmentation, dedicated teams, and managed delivery models that ramp quickly without recruitment overhead.

Strengthen technology due diligence and value creation plans

Assess technology risks, identify improvement opportunities, and build actionable roadmaps that align with investment theses and value creation strategies.

Support digital transformation and platform modernization

Drive cloud migration, data platform modernization, AI adoption, and digital capability building across portfolio companies.

What we do

Custom software development

For new product development, platform modernization, and revenue-generating applications.

Technology transformation and modernization

For legacy system upgrades, cloud migration, and technical debt reduction.

Data & analytics platforms

For business intelligence, customer analytics, operational insights, and data-driven decision making.

AI & advanced analytics

For automation, predictive modeling, process optimization, and intelligent products.

Cloud engineering & platforms

Designed for scalability, cost efficiency, performance, and operational agility.

Quality engineering

To ensure reliability, security, and performance across portfolio company systems.

Technology due diligence and advisory

Technology assessments, roadmap development, and strategic guidance aligned to value creation.

Private equity case studies

BMO Harris Reduces BCP Review Time by 40% Through Custom Software Solution

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50% Savings in Infrastructure Costs for Interfirst Mortgage Company

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400% Faster: How OppFi and Forte Group Accelerated the Launch of a New Credit Platform

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FAQs

What types of private equity firms do you work with?

We work with middle-market and growth equity PE firms, venture capital firms, and their portfolio companies across industries, including fintech, healthcare, SaaS, and technology.

Can you support new product development initiatives?

Yes. We follow a proven new product development framework that takes portfolio companies from strategy and discovery through development, launch, and market validation.

Can you scale engineering teams quickly for portfolio companies?

Absolutely. We provide staff augmentation, dedicated teams, and managed delivery models that can scale from 2 to 100+ engineers without recruitment overhead or long onboarding cycles.

Do you support technology transformation and modernization?

Yes. We modernize legacy systems, migrate to cloud platforms, reduce technical debt, and strengthen scalability and security across portfolio company technology stacks.

How do you measure success in PE engagements?

We align to PE metrics, including OpEx reduction, revenue growth, time to market, system reliability, exit readiness, and total cost of ownership improvements.

How do you approach technology risk management?

We identify security vulnerabilities, strengthen compliance controls, implement monitoring and governance, and reduce operational risk across portfolio company technology environments.

How do you help reduce operating expenses in portfolio companies?

We optimize technology spending through dynamic resource allocation, offshore/nearshore models, automation, platform consolidation, cloud optimization, and process efficiency improvements.

Do you provide technology due diligence services?

Yes. We conduct technology assessments, evaluate technical debt, identify risks and opportunities, and develop actionable roadmaps that inform investment decisions and value creation plans.

How do you ensure alignment with value creation timelines?

We work within aggressive PE timelines, deliver in phased milestones, focus on measurable outcomes, and align technology initiatives directly to revenue growth, cost reduction, and exit positioning.

Can you work across multiple portfolio companies simultaneously?

Yes. We support PE firms with centralized technology guidance and portfolio-wide delivery capabilities, bringing consistency, efficiency, and best practices across investments.

Do you provide ongoing support and managed services?

Yes. We offer managed engineering, platform support, and ongoing optimization services to ensure portfolio companies maintain momentum and continue driving value post-implementation.

Why Forte Group for private equity technology services?

Our commercial focus, PE-ready processes, and experience delivering measurable outcomes help private equity firms maximize portfolio company value and achieve successful exits.

Let's accelerate value creation across your portfolio

What our experts say

Nearly 20% of private equity portfolio companies have operationalized generative AI use cases and see concrete results in year two of AI's sprint across the technology landscape.

Strategic AI implementation partners help portfolio companies determine where AI delivers meaningful results and build organizational support for adoption, treating AI as a tool in service of strategy while tackling change management challenges head-on.
Alex Lukashevich
Chief AI Officer

What our experts say

Private equity firms sitting on $2.1 trillion dollars in dry powder face insurmountable pressure from limited partners for efficient capital allocation.

80% of private equity workflows rely heavily on technologies for deal sourcing, due diligence, and portfolio management. Expert development partners accelerate value creation initiatives while 95% of firms plan to multiply AI investments in the next 18 months.
Egor Goryachkin
CDO

What our experts say

Two-thirds of private equity clients implemented at least one AI initiative in their portfolio by 2024.

Specialized analytics partners enable enhanced data analysis - evaluating immense data volumes from financial reports, media, market data, and internal systems in real-time for more informed and faster investment decisions while general partners expect operational value creation to become more important than financial engineering in five years.
Lucas Hendrich
CTO

What our experts say

The biggest AI adoption challenges in private equity are conflicting internal expectations, skills gaps across portfolio companies, fragmented data ecosystems with legacy systems, and cybersecurity threats.

Strategic technology partners help firms scale AI enterprise-wide, utilizing knowledge and synergies from single portfolio companies and leveraging them across others while 78% use AI in at least one function yet only one-third scaled successfully.
Sergey Ilin
VP of AI