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Your AI-Native Value Creation Partner

AI-native consulting for PE and VC operating executives who need to move fast, professionalize platforms, and create measurable portfolio value across CRM, ERP, data, and AI.

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We Are PE’s AI-Native Value Creation Partner

Plative is a consulting firm built for speed, precision, and outcomes. We specialize in AI, Data, CRM, CPQ, and ERP for PE-backed companies and their sponsors, with deep expertise across Salesforce, Oracle NetSuite, and modern data and integration architecture.

Our team understands the PE operating model: compressed timelines, value creation plans with hard milestones, and portfolio companies that need enterprise-grade systems without enterprise-grade timelines. We bring cross-cloud implementation expertise spanning front office, back office, data, and integration layers so your portcos can operate on a single, connected platform from day one.

“Something Plative did really well was taking time at the beginning of this engagement to really understand our business and our objectives to really work with us from a requirements perspective as opposed to trying to just ask us what we needed.”

— Mark Fry, SVP Ops, Pathful

Built for the PE Playbook

Every engagement we run for PE firms maps directly to a value creation initiative. Whether you’re integrating a bolt-on, standing up systems for a new platform company, or getting a portco ready for exit, we’ve done it before and we deliver on timeline.

Divestitures, “clone-and-go” migrations, and carve-outs are typically governed by a TSA with aggressive deadlines and limited detail. We translate TSA requirements into executable SOWs and stand up independent CRM and ERP environments so the carved-out entity can operate on its own, fast.

Divestitures, “clone-and-go” migrations, and carve-outs are typically governed by a TSA with aggressive deadlines and limited detail. We translate TSA requirements into executable SOWs and stand up independent CRM and ERP environments so the carved-out entity can operate on its own, fast.

Whether it’s a LOI-stage red flag assessment or a post-close systems roadmap, PE firms need certainty and a defensible business case before making technology investment decisions. We deliver clear, actionable assessments that give operators and deal teams the confidence to move forward.

EPM is becoming a critical priority for PE firms, especially in portcos that haven’t fully professionalized their financial planning and reporting. We help companies implement the budgeting, forecasting, and reporting infrastructure that operating partners need for portfolio-level visibility.

AI is evolving rapidly, and cutting through the noise is increasingly harder. We de-risk a firm’s AI investment by delivering targeted POCs for agentic support, AI-powered commerce, or custom use cases, giving operators a clear view of what’s real and what’s hype before committing capital.

Proven Results, Real Impact


Deep Cross-Cloud and Real AI Expertise

We don’t just advise. We build. Our consultants hold deep certifications and delivery experience across the platforms PE-backed companies actually run on.

WHAT WE DELIVER

CRM & CUSTOMER PLATFORMS

Salesforce

We implement and optimize Salesforce across sales, service, revenue, and AI-driven engagement.

ERP & FINANCIAL SYSTEMS

Oracle NetSuite

We deliver ERP, billing, and financial operations with a platform built to scale with your business.

ANALYTICS & INTELLIGENCE

Data & AI Platforms

Power analytics and AI with modern data platforms, cloud infrastructure, and leading AI models.

END-TO-END CAPABILITIES

Functional Expertise

We cover the full operational stack from ERP and CRM to billing, field service, and eCommerce, with advanced capabilities in AI, analytics, data, and financial operations.

Our Service Lines

For every stage of your journey.

INSPIRE

Strategy and Advisory

We start with strategy, not technology. We define your roadmap before any build begins.We align systems, processes, and architecture across Salesforce and NetSuite to reduce risk and avoid technical debt.

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TRANSFORM

Consulting and Implementation

Whether your project requires new implementation, optimization, migration, integration, or all of the above, we build a project blueprint to help you achieve the future state of your business.

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LAUNCH

Zero to Cloud in 60 Days

Ready to move fast? Plative Launch deploys pre-built modules perfected over hundreds of implementations. We offer Launch packages Ready to move fast? We deploy pre-built solutions to get you live in 30–60 days.Each package includes proven frameworks and industry best practices.

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INNOVATE

Managed Services

The real value happens after go-live. We provide a dedicated team to support and evolve your systems post-launch. We manage enhancements, releases, and new AI capabilities as your business grows.

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Trusted by High-Growth Companies & PE Sponsors

A SUCCESSFUL TRACK RECORD WITH PORTCOS

THE FIRMS BACKING OUR CLIENTS


Let’s Build Your Value Creation Plan Together

Whether you’re evaluating a new platform investment, integrating a recent acquisition, or preparing a portco for exit, our team is ready to align our services with your value creation plan and deliver results on your timeline.

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