Transformation Services for Capital Markets and PE-backed companies

Business Labs team in action
no code Automation for capital markets
business performance acceleration

About us —

We partner with Capital Market and Private Equity firms to identify operational bottlenecks and deploy automation solutions that accelerate value creation across portfolio companies.

The Business Labs, CA based company is a performance-driven automation firm purpose-built for the Private Equity ecosystem. We help drive value creation across portfolio companies through intelligent automation and digital execution. With deep expertise in finance, operations, and no-code platforms, our team delivers results that expand margins, eliminate inefficiencies, and accelerate top-line performance.

Automating enterprise applications beyond the current capabilities with no-code solution.

$100M+
saved
for Clients
17+
years in business
300+
Projects
delivered
100%
satisfaction gaurantee
Business Labs delivery team internal meeting

Our Services

Stronger Margins. Faster Integrations. Scalable Operations.

We deliver automation solutions that directly impact the bottom line—reducing transaction cost, SG&A expense, accelerating post-acquisition integration, and creating operational leverage across your portfolio. Our services are built for execution, scale, and measurable ROI.

6  steps to transforming business operations

1

Initial consultation

Get in touch with us to discuss the short and the long-term goals. 

2

Proof of concept

Based on our consultation, we'll provide a detailed proposal outlining the scope of work, timeline, and budget.

3

Proposal & kick-off

With the agreement in place, we'll schedule a kickoff meeting to introduce  our team and discuss the project execution in detail.

4

Implementation

Our team of world-class automation experts will start working from day one to automate. We seek continous feedback and engage stakeholders throughout the journey.

5

Transistion

After the final roll-out, we help internal resources prepare for handling automated environments and support their needs.

6

Support

We also provide post-launch support to ensure everything runs smoothly. No limit on the number of workflow revisions throughout the support period.

Quick-Start Programs

Pick an automation cycle to start the transformation journey

Marketing System

Start your automation journey with marketing programs that streamline lead management, enhance customer relationships, and unify omni-channel engagement.

Lead management
Customer onboarding
Proposal and contract management
Customer engagement
Get started

Revenue Optimization

Automation in Order-to-Cash cycle dramatically reduces need for reconciliation, human errors and helps faster cash realization.  

Invoice accuracy (CRM to ERP alignment)
Invoice reminders, follow-ups
Dispute handling and escalation
Working capital improvement

Financial Reporting and Dashboards

Deliver a unified, automated financial view—from daily metrics to period-end close—so leaders make faster, data-backed decisions.

One version of economic truth - realization dashboard
End of day working capital, ROIC and other reports
Period close preparation and report automation
Financial reporting package

FAQs

Get answers to common questions about our services

Can we automate lead generation and omni-channel marketing without losing the human touch?

Absolutely. Automation enhances personalization by using data-driven triggers across channels like email, social, and SMS—while freeing your team to focus on creative strategy and customer experience.

How does automation work across our existing CRM, email, and campaign tools?

We integrate directly with your current marketing stack—no need to replace anything. Whether it’s HubSpot, Salesforce, Microsoft CRM, or custom tools, our automation connects them seamlessly to create unified, high-conversion workflows.

Is no-code secure and reliable enough for financial reporting and audit requirements?

Yes. We implement strict access controls, audit trails, and validation layers within every workflow. Our solutions are designed with compliance and reporting accuracy in mind, ensuring they're audit-ready and secure by design.

How does no-code automation translate into real financial savings?

No-code automation reduces SG&A by cutting down manual labor, improving process speed, and eliminating system redundancies. Our clients often see 15–30% cost savings within the first year, directly improving EBITDA without needing to invest in expensive IT rebuilds.

Can no-code automation scale with our systems and support long-term growth?

Yes. Our architecture is designed to scale across departments and business units. We build reusable components, modular workflows, and system-agnostic integrations that grow with your organization—without creating tech debt.

How do you ensure automation aligns with IT policies, access controls, and data security?

We follow enterprise-grade security practices and work directly with your IT team to enforce role-based access, governance rules, and secure API integrations. Nothing moves without full oversight and approval.

Optimization and Automation solutions for mid-size enterprises