Collaboration & Insights That Drive Portfolio Growth
Accelerating value creation with modern productivity, data, and communication tools tailored for private equity-backed companies
Why It Matters in PE
Portfolio companies need more than email and file sharing — they need systems that scale, integrate, and generate insights. Whether enabling hybrid work, improving collaboration, or unlocking real-time analytics, Compello helps portcos deploy and optimize the tools that drive measurable value.
Core Productivity Solutions
- Microsoft 365 → Outlook, Teams, OneDrive, and SharePoint for secure collaboration and cloud-based productivity.
- Unified Communications → Microsoft Teams Voice with SMS, call queues, call recording, and advanced analytics.
- Mobility Services → Discounted wireless data plans, device lifecycle management, and 24/7 multilingual support.
- ERP & CRM Optimization → NetSuite, Salesforce, and other systems integrated for portfolio-wide visibility.
- Data & Analytics → Power BI dashboards transforming raw data into actionable insights across the enterprise.
- Knowledge Management → Confluence and custom solutions for centralized documentation and collaboration.
- Microsoft Power Platform & Copilot → Process automation, AI-driven productivity, and finance/sales workflow integration.
Why Compello?
- Deep Microsoft ecosystem expertise (365, Azure, Teams, Copilot)
- PE-specific focus — fast rollouts for carveouts, add-ons, and integrations
- Senior operators who align IT productivity with the investment thesis
- Proven deployments that reduce licensing cost, improve adoption, and drive faster decision-making
Let’s talk! Discover our unique proposition, receive expert advice and learn how we can turn your challenges into success stories for your firm and portcos.