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Private Equity Partners Program

Unlock Portfolio Value, Faster

Drive rapid value creation and more substantial returns with a dedicated partnership for your investments.
Graduating from QuickBooks to Acumatica
  • Accelerate value creation with a specialized private equity playbook
  • Drive speed-to-value using industry-specific KPIs
  • Access rapid technical support to maintain momentum
  • Simplify deal cycles with pre-negotiated contract terms
Customer Results
Feature Comparison
Capabilities
Customer Stories
Resources

Partner with a CRN recognized industry leader

Acumatica Cloud ERP - Partners
Acumatica Cloud ERP - Partners
Acumatica Cloud ERP - Partners
Acumatica Cloud ERP - Partners
Acumatica Cloud ERP - Partners
Acumatica Cloud ERP - Partners

Why Acumatica Private Equity Alliance Program?

Support your portfolio from acquisition to exit with Acumatica’s cloud-native ERP solution. Achieve measurable ROI in months and position each investment for maximum valuation.

Cloud transformation icon
Cloud-Driven Transformation
Unlock portfolio growth with secure, scalable cloud solutions that accelerate digital adoption.
AI-first strategy icon
Accelerate Growth with AI-Driven Insights
Empower your teams with automation, predictive analytics, and real-time data insights for faster, smarter decisions.
Portfolio visibility icon
Gain Real-Time Portfolio Insights
Access consolidated data for sharper oversight and confident, strategic decisions.
Value creation icon
Accelerate Value Creation
Rapidly integrate acquisitions and unlock synergies within ninety days.
Governance icon
Strengthen Governance for Maximum Exit Value
Establish strong controls to reduce risk, ensure compliance, and increase exit valuation.

How PE-backed companies optimize EBITDA and drive value through portco optimization

Operational excellence
Financial control
Stability and growth
Governance and portability
Exit readiness

Build a strong foundation for performance across your portfolio companies by standardizing core operations. Acumatica empowers teams with modern tools that simplify processes, reduce manual work, and foster continuous improvement.

  • Standardize workflows to improve consistency and efficiency across the portfolio
  • Eliminate manual, error-prone tasks through automation
  • Implement best-practice business processes for finance, project management, and operations
  • Foster greater collaboration and knowledge-sharing between teams
  • Establish clear performance benchmarks to drive accountability and progress
Operational excellence

Provide command of financial data with comprehensive tools that offer real-time insight and oversight. Acumatica consolidates financial reporting and streamlines intercompany transactions, so you can make faster, more informed investment decisions.

  • Access real-time, consolidated financial statements across all portfolio companies
  • Standardize the chart of accounts for more effective comparisons and analysis
  • Automate intercompany transactions, allocations, and eliminations
  • Track variances and trends with configurable financial dashboards and custom reports
  • Strengthen financial transparency and investor confidence
Financial control

Equip portfolio companies with the flexibility to scale and innovate. Acumatica’s cloud ERP adapts to changing business models, industry requirements, and market opportunities, making it easy to support growth at every stage.

  • Scale seamlessly to support increased transaction volume and headcount
  • Adapt easily to changing business models or market expansions
  • Onboard new acquisitions quickly with rapid integration tools
  • Leverage industry-specific functionality to meet unique sector needs
  • Provide anywhere, anytime access to critical data for distributed teams
Stability and growth

Strengthen governance and portability: Ensure seamless compliance and simplify data portability to enable smooth transitions during acquisitions or exits.

Governance and portability

Set each company up for a smooth, successful exit by adopting systems and practices that ensure compliance and transparency. Acumatica helps you deliver reliable data and maintain operational consistency throughout the exit process.

  • Maintain clean, auditable financial records and reporting
  • Demonstrate operational consistency and reliable performance to buyers or investors
  • Simplify due diligence with centralized, accessible documentation
  • Enforce compliance and governance policies with automated controls
  • Increase portfolio valuation by showcasing scalable, future-ready systems
Exit readiness

Portfolio-wide licensing flexibility

  • Benefit from volume-based pricing that rewards portfolio growth
  • Access flexible licensing models that accommodate acquisitions, divestitures, and organizational changes
  • Receive preferential terms for rapid portfolio expansion
  • Simplify procurement with master agreements that cover all portfolio companies

Awards, recognition, and reviews

Acumatica is recognized as one of the best distribution ERP software products on the market by leading industry organizations, publications, and our customers.

Best Usability Spring 2025
Momentum Leader Spring 2025
Leader Winter 2025
Users Most Likely To Recommend Summer 2025
Best Meets Requirements Summer 2025

Drive Portfolio Performance. Unlock Greater Rewards.

Our partnership is built to reward your firm as your relationship with Acumatica grows. The more portfolio companies that adopt our solution, the greater the benefits for your firm.

From a dedicated team committed to your success to exclusive financial incentives, our alliance is designed to scale alongside your investment strategy. We are invested in building a lasting partnership that helps your portfolio unlock even greater value.

A program structured for your success

Want to discuss your portfolio’s needs? Connect with our Private Equity Practice Lead to explore the best path forward for your firm.