Key Takeaways
- • Clearlake Capital has partnered with Databricks and West Monroe to build an integrated AI-enabled data platform spanning deal origination, due diligence, fund operations, and portfolio company transformation across its investment lifecycle.
- • The collaboration leverages Databricks' data and AI infrastructure combined with West Monroe's implementation expertise to connect investment, operational, financial, and portfolio data in a secure, scalable environment.
- • The platform aims to accelerate enterprise-wide AI adoption across Clearlake's portfolio companies, driving productivity gains and measurable value creation outcomes while helping management teams access modern data infrastructure.
- • The initiative integrates Clearlake's proprietary O.P.S.® (Operations, People, Strategy) framework with cutting-edge technology to position portfolio companies ahead of industry disruption and build sustainable competitive advantage.
- • Tony La Rosa, Managing Director of Technology and O.P.S.® at Clearlake, emphasized that data and AI are becoming core drivers of operational performance and decision-making in the current investment environment.
Summary
Clearlake Capital Group announced on July 14, 2026, a strategic partnership with Databricks and West Monroe designed to establish an AI-enabled investment platform that spans the entire investment lifecycle. The partnership represents an effort by the Santa Monica-based investment firm—which manages integrated platforms across private equity, liquid and private credit, and related strategies—to systematically integrate advanced data and AI capabilities into its operations and portfolio company management.
The collaborative platform will consolidate investment, operational, financial, and portfolio data into a unified, secure, and scalable infrastructure. According to Clearlake, this integration will enable enterprise-wide AI adoption across its portfolio companies, accelerating growth and enhancing decision-making across multiple operational domains. The platform's scope covers critical investment stages: deal sourcing and origination, due diligence, ongoing portfolio monitoring, and active value creation initiatives.
Clearlake's approach combines three key components: Databricks' data and AI platform capabilities, West Monroe's global consulting and technology implementation expertise, and Clearlake's proprietary O.P.S.® framework—which focuses on Operations, People, and Strategy. Tony La Rosa, Managing Director of Technology and O.P.S.® at Clearlake, stated that "data and AI are increasingly becoming the core drivers of operational performance, better decision-making, and competitive advantage," positioning the partnership as a means to enhance investment processes and portfolio outcomes through technology integration.
The initiative aims to provide Clearlake's portfolio company management teams with access to modern data infrastructure and practical AI capabilities, supporting acceleration of growth initiatives. By pairing advanced technology infrastructure with deep operational consulting support, the partnership endeavors to position portfolio companies ahead of industry disruption and establish durable competitive advantages in their respective markets.
The collaborative platform will consolidate investment, operational, financial, and portfolio data into a unified, secure, and scalable infrastructure. According to Clearlake, this integration will enable enterprise-wide AI adoption across its portfolio companies, accelerating growth and enhancing decision-making across multiple operational domains. The platform's scope covers critical investment stages: deal sourcing and origination, due diligence, ongoing portfolio monitoring, and active value creation initiatives.
Clearlake's approach combines three key components: Databricks' data and AI platform capabilities, West Monroe's global consulting and technology implementation expertise, and Clearlake's proprietary O.P.S.® framework—which focuses on Operations, People, and Strategy. Tony La Rosa, Managing Director of Technology and O.P.S.® at Clearlake, stated that "data and AI are increasingly becoming the core drivers of operational performance, better decision-making, and competitive advantage," positioning the partnership as a means to enhance investment processes and portfolio outcomes through technology integration.
The initiative aims to provide Clearlake's portfolio company management teams with access to modern data infrastructure and practical AI capabilities, supporting acceleration of growth initiatives. By pairing advanced technology infrastructure with deep operational consulting support, the partnership endeavors to position portfolio companies ahead of industry disruption and establish durable competitive advantages in their respective markets.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.