West Monroe joins Clearlake and Databricks on AI platform
Clearlake Capital Group has partnered with Databricks and West Monroe to build a data and AI platform for its investment teams and portfolio companies. The companies announced the deal in Santa Monica, California.
Clearlake manages platforms across private equity, liquid and private credit, and related strategies. Under the plan, investment, operational, financial and portfolio data will sit in one secure and scalable environment.
Across the investment lifecycle, the platform is set to support deal origination, due diligence, fund operations, portfolio monitoring and value creation. Clearlake also wants the system to speed up enterprise-wide AI use, lift productivity and deliver measurable outcomes.
Tony La Rosa, managing director of technology and O.P.S. At Clearlake, argued that the partnership combines the Databricks platform, West Monroe’s implementation work and Clearlake’s O.P.S. Framework to strengthen the firm’s investment process with AI.
Andrea DeSosa on private markets data
La Rosa also expects portfolio companies to grow faster with modern data infrastructure and practical AI tools. He pointed to gains in productivity, customer engagement and long-term value.
Databricks framed a familiar private-markets problem around proprietary data from origination, diligence, fund operations and portfolio company work. Andrea DeSosa, global head of capital markets go-to-market at Databricks, said Clearlake is building a stronger base for teams to move faster and make decisions with more confidence.
DeSosa added that governance and controls matter if a firm wants to scale AI across the business. That approach is meant to turn proprietary data into better context for investment decisions.
Meanwhile, West Monroe will provide implementation support for the project. West Monroe is a global business and technology consulting firm and a Databricks Gold Partner.
Keith Campbell, West Monroe’s global mergers and acquisitions and private equity lead, contended that private equity firms now need to connect investment thesis, diligence insights, operational data and AI-enabled execution. West Monroe says it can build modern lakehouse and AI-ready data platforms in weeks.
Clearlake described the broader aim as faster adoption of data, analytics and AI tools across portfolio companies. By combining Databricks technology with West Monroe’s delivery work, the firm wants operating teams to use connected systems instead of isolated data sets.
However, the announcement did not include a start date, project cost or rollout timetable. It also did not identify any first portfolio companies that will use the platform.
Clearlake was founded in 2006. The firm says it has more than $185 billion in assets under management and 14 offices across the Americas, Europe, Asia and the Middle East.
West Monroe and Databricks are working with Clearlake as it tries to build what the announcement called an “investment firm of the future” platform across origination, diligence, fund operations and portfolio company transformation.
