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Smarter diligence, transformative delivery.
Creating business value through technology.

Serving clients in their most critical moments


Our team of experts brings proven deal fluency and data-backed insights to provide private equity and venture capital teams with the tools to identify growth opportunities, reduce costs and minimize risk. Through value creation and exit preparation programs, organizations can realize investment objectives and achieve the best possible return.

Management teams

We empower management teams across public, private and private equity-backed companies with the people, processes and tools needed to drive value across the investment journey. Our certified practitioners bring depth of expertise across a range of industries, including enterprise technology, healthcare, financial services and FinTech, education technology, and media and telecommunications.

Identify investments that power growth and organizational value. Our practitioners empower organizations to make the right investment decisions by providing a 360-degree assessment of the people, processes and technology that impact the business. We equip teams with the strategic and operational improvements necessary to protect investments and create value. Capabilities include:

  • Identification of legacy and obsolescence issues that require attention
  • Software scalability to meet growth objectives
  • Team efficiency and productivity to improve workflow
  • Open source exposure to reduce deployment costs
  • Acquisition integration plan to unify teams and processes

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Forbes Cloud 100 FinTech provider secures $300M Series C funding

A global provider of a SaaS solution for order-to-cash and treasury management needed an objective assessment of the stability and scalability of their products, AI / ML processes and technology team. Crosslake leveraged our proprietary TechIndicators® platform to provide an in-depth report comparing the solution provider to technology benchmarks for their industry and company size. Based on these insights, the Crosslake team presented a prioritized list of concerns to address within the company’s platform, architecture and organization. A year later, after implementing Crosslake’s recommendations, the organization secured substantial new funding from existing and new investors to fuel continued growth.


Learn more about our services.