EnterprisePrivate equity & investment

A connected investment ecosystem

For three years a dedicated 2C team has built and run 10+ connected platforms for a European private equity firm - from investor onboarding to procurement, invoices and timesheets.

Client

Triton Partners

Europe

  • 10+

    connected platforms, built and run

  • 3years

    of partnership, still growing

  • 50%+

    less time to process a purchase order

The client

About Triton Partners

Triton is a European investment firm focused on the mid-market, with a strong emphasis on operational improvement. Founded in 1997, it has raised more than €25 billion and made around 600 investments across Business Services, Industrial Technology and Healthcare.

The challenge

What needed solving

Running a large portfolio across several jurisdictions means a lot of process: investor onboarding, purchase orders, invoices, time recording. Much of it ran on email, paperwork and manual hand-offs between teams - slow, error-prone and hard to audit.

Triton needed more than a software vendor. They needed a team that could think at scale: design, build and connect a suite of platforms - some internal, some used by investors and partners - that work as one ecosystem and meet the security, compliance and data-integrity standards of the investment industry.

This isn’t a project. It’s a partnership - and it’s still growing.

The solution

What we built

A dedicated six-person 2C team works embedded with Triton as its engineering partner. Over three years we have built and maintained more than ten connected platforms - each one database-driven, role-aware and integrated with the rest.

The platforms are built with JavaScript on Neptune Software and PostgreSQL. Some are internal, some are used by investors and partners - and all of them are integrated.

01

AML investor onboarding

A questionnaire that adapts to each investor’s answers, document generation and e-signing, and strict permissions - so the AML team reviews, requests information and approves in one place.

02

Purchase orders

A dynamic decision tree that finds the right contracting legal entity, automated approvals, smart search, and links to finance and e-signing systems.

03

Investor Master

One searchable interface over investor data - ownership, screening, exemptions, investments and tax - with dedicated dashboards for specialist reviews.

04

Transaction Submission Portal

AI-powered ingestion reads invoices from PDF and Excel files, validates them, routes them to the right approvers and tracks each one to payment with a full audit trail.

05

Timesheets

Calendar-based time entry for fee earners and assistants, a dashboard for approvers, and month-end routing of approved hours to billing.

The result

What changed

  • Purchase orders processed in less than half the time

  • Investor onboarding moved from paperwork to a guided, auditable flow

  • Invoices ingested automatically and validated before they reach billing

  • A live view at month-end of who has and hasn’t submitted their time

  • One connected ecosystem instead of disconnected tools - built to keep growing

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