AI-automated Rx validation & 2M+ customer scale
Headless B2B architecture & multi-brand consolidation
Hub-and-spoke ecosystem for 14 brands across 150K SKUs
Private equity
digital value creation
Turn digital complexity
into EBITDA.
We partner with private equity funds to assess, strategize, and execute digital transformation within their portfolio with the efficiency, execution, and accountability that LPs expect.
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THE CHALLENGE
Digital execution that keeps pace with your investment thesis
Mid-market PE firms face significant challenges when executing transformation initiatives across their portfolio. Reliance on fragmented external vendors for these projects leads to multiple handoffs, which in turn create misalignment, delays, and gaps in accountability. This disconnects critical strategic and executive technology decisions from the desired financial outcomes. Additionally, the absence of internal digital expertise complicates the assessment of technology risk during diligence and impedes effective post-close execution.
CORE SOLUTIONS
End-to-end digital transformation
Customer-facing platforms
Systems integration
Workflow automation
Managed services
How Codal drives outcomes
Full-stack partnership
With product, engineering, UX, and data unified in one place, we eliminate vendor fragmentation. This prevents the delays and wasted hold period time that can hinder your transformation.
Structured assessments
Digital discovery, technical due diligence, and modernization blueprints give your deal team and operators clarity and direction in weeks, not quarters.
Hold period velocity
We move with the pace of the PE timeline. Every phase is scoped, roadmapped, and delivered for momentum, from week one to exit.
Increased IRR
Every engagement is structured to directly increase both EBITDA and exit multiple. We prioritize automation, platform modernization, and customer experience improvements catered to your investment thesis and exit strategy.
THE CHALLENGE
Industry expertise that turns sector complexity into competitive advantage
As a sector-focused PE firm, you operate in industries where the margin for generic solutions is zero. Compliance requirements, patient engagement workflows, and financial scalability aren’t anomalies, they’re basic needs. Yet, most digital partners don’t have the necessary skillset to execute on those needs. The result is a persistent gap between strategic vision and technical delivery, playbooks that don’t transfer across portcos, and mounting pressure to deploy AI before the competition does.
CORE SOLUTIONS
Industry-specific platforms
Scalable digital products
AI & data solutions
Digital experience optimization
Reusable product frameworks
How Codal drives outcomes
Vertical-specific playbooks
We’ve built hundreds of healthcare and FinTech experiences, you can trust we know what we’re doing. Your portcos won’t ever pay the price for our learning curve.
Reusable frameworks
Proven solutions developed across one portco get deployed across your entire portfolio. What begins as a single engagement turns into a repeated framework.
Strategy to execution
We don’t just deliver strategy and leave. Our integrated product, design, and engineering teams deliver start to finish, every time.
AI & data at our core
AI, data infrastructure, and automation are built into each one of our engagements from the start. The result is measurable improvement in operational efficiency and revenue performance that holds up in vendor due diligence.
THE CHALLENGE
Repeatable digital playbooks across your entire portfolio
As an operator, LPs expect you to drive measurable value across every portfolio company. But internal teams are thin, expensive, have limited capability, vendor quality is inconsistent, and digital initiatives rarely come with a clear line back to EBITDA. The result is execution that varies by platform, reporting that obscures more than it reveals, and value creation plans that stall between strategy sign-off and meaningful delivery.
CORE SOLUTIONS
Portfolio-wide transformation programs
100-day digital execution plans
AI & automation rollouts
Centralized data & reporting platforms
How Codal drives outcomes
Scalable execution
We act as an extension of your operating team, providing execution capacity across the portfolio without adding headcount. More coverage, deeper insights, same accountability.
Standardized frameworks
We don’t reinvent the wheel with each engagement. AI readiness assessments, automation audits, and digital maturity benchmarks are deployed across every portfolio company.
EBITDA-led outcomes
Every digital initiative is connected to a financial outcome, whether it’s cost reduction, margin improvement, customer acquisition, or revenue acceleration. If it doesn’t positively impact your numbers, we don’t prioritize it.
Prioritized value creation goals
Consistent delivery, reporting, and accountability structures are aligned to your value creation goals. That way, operating partners have clear visibility into what’s been done, what’s next, and what it’s worth.
PE firms we’ve worked with
Four phases. One partner. The full hold period.
We engage from due diligence through exit, bringing continuity, accountability, and compounding knowledge across the entire hold period.
PHASE 1
Digital due diligence
We quantify technical risk, surface hidden debt, and give your deal team a clear read on what the tech stack will actually cost to own, fix, and scale.
- Tech stack assessment and risk score
- Technical debt quantification
- Digital maturity benchmark
- Integration complexity analysis
- 3-year tech investment model
- Go / no-go recommendation
PHASE 2
Digital blueprinting
We translate our diligence findings into a prioritized action plan. We map quick wins to 30, 60, and 90-day milestones and provide a board-ready strategy that connects technology investment directly to the equity story.
- 100-day digital action plan
- Target-state architecture design
- Quick-win identification (30/60/90)
- Third-party vendor evaluation and selection
- Technology budget and phasing
- Board-ready digital strategy deck
PHASE 3
Digital value creation
We execute across the full tech stack, including platforms, integrations, automations, and data infrastructure, with end-to-end accountability and no handoff gaps between delivery and strategy.
- eCommerce platform build / migration
- ERP integration and automation
- AI / ML implementation
- CMS and content platform
- Data infrastructure and dashboards
- Ongoing optimization and iteration
PHASE 4
Exit preparation
We prepare your portfolio company to pass vendor due diligence, craft a credible technology growth strategy, and hand off cleanly. Our goal is to protect the value youu2019ve built.
- Vendor DD prep package
- Architecture documentation
- Technical debt remediation
- Scalability and performance testing
- Digital growth narrative for CIM
- Transition / hand-off planning
One structured entry point.
Most PE firms stall on digital because there's no clear starting point. It's typically a growing list of competing priorities and confusion around ownership. Our digital discovery solves that challenge. In four to six weeks, we assess your company's tech stack, quantify all opportunities in terms of bottom-line impact, and deliver a board-ready roadmap that can be executed immediately.
Digital discovery & roadmap
The engagement
A structured engagement, at a fixed price.
What it delivers
A full tech stack audit, EBITDA-ranked opportunity map, architecture blueprint, 3-year investment model, and a board-ready executive summary. All tailored to the specific business and its needs.
Why it works
It removes the risk of an open-ended engagement and equips your portfolio company executives with a defensible, prioritized path forward from week one.
OUTPUT 1
Full tech stack audit
A complete inventory of the technology, including systems, integrations, vendors, and other dependencies. We surface hidden risk before it becomes a problem post-close.
OUTPUT 2
Digital maturity score
OUTPUT 3
EBITDA-ranked opportunity map
OUTPUT 4
Architecture blueprint
OUTPUT 5
3-year investment model
OUTPUT 6
Board-ready executive summary
WHAT WE DID
Industrial Supply Group (ISG) needed to consolidate its fragmented digital presence across multiple acquired B2B brands as each running on its own legacy platform with disconnected customer data. We designed a composable, headless architecture, integrating BigCommerce, Oracle NetSuite, Akeneo, and Avalara to create a single, scalable commerce ecosystem for the entire portfolio. This consolidated operations into a unified foundation with modular flexibility.
OUTCOMES
Consolidated fragmented legacy brands into one unified ecosystem
Reduced operational overhead by eliminating multiple platform licenses
Accelerated M&A integration timelines for new brand acquisitions
Centralized 150,000+ SKUs into a single source of truth
Consolidated fragmented legacy brands into one unified ecosystem
Reduced operational overhead by eliminating multiple platform licenses
Accelerated M&A integration timelines for new brand acquisitions
Centralized 150,000+ SKUs into a single source of truth
WHAT WE DID
As the leading sleep apnea equipment retailer, CPAP.com needed to migrate 2M+ customer records and streamline the complex compliance workflow for medical prescription validation. We executed a seamless migration to a high-performance commerce architecture, redesigning the UX to reduce patient friction and implementing innovative AI-powered prescription automation to speed up purchasing and compliance.
OUTCOMES
Automated RX validation to scale volume without headcount
Migrated 2M+ customer records with zero platform downtime
Reduced cart abandonment through frictionless medical compliance UX
Future-proofed architecture to support aggressive enterprise growth target
Automated RX validation to scale volume without headcount
Migrated 2M+ customer records with zero platform downtime
Reduced cart abandonment through frictionless medical compliance UX
Future-proofed architecture to support aggressive enterprise growth target
WHAT WE DID
Nulo, a leader in premium pet nutrition, required a high-performance digital storefront to better serve its community of pet parents. We migrated their legacy architecture to Shopify Plus, focusing on a mobile-first UI and custom subscription model. By integrating Recharge and Klaviyo, we streamlined the recurring revenue engine and created a personalized shopping experience that reflects Nulo's premium brand positioning.
OUTCOMES
Migrated legacy systems to Shopify Plus in <10 weeks
Optimized 70+ custom-designed pages for premium brand storytelling
Enhanced omnichannel reach for products in 5,000+ retail locations
Streamlined subscription workflows to drive recurring revenue growth
Migrated legacy systems to Shopify Plus in <10 weeks
Optimized 70+ custom-designed pages for premium brand storytelling
Enhanced omnichannel reach for products in 5,000+ retail locations
Streamlined subscription workflows to drive recurring revenue growth
get started
We give you the fastest path to a board-ready technology roadmap
We assess any portfolio company's technology estate, quantify every opportunity in EBITDA impact, and deliver a roadmap your board can act on.
Board-ready output
Response within 24 hours