Kelso & Company
299 Park Avenue, 30th Floor,
New York, 10171, NY,
United States
New York, 10171, NY,
United States
1 212-350-7700
Banking and Financial Services
Kelso & Company Technographics
Kelso & Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Kelso & Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Kelso & Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Kelso & Company has purchased the following applications: Microsoft 365 for Collaboration in 2019, DataRails Financial Close for Financial Consolidation and Close in 2021, Rackspace Cloud for Application Hosting and Computing Services in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Kelso & Company is running and its propensity to invest more and deepen its relationship with Microsoft , DataRails , Rackspace Technology or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Kelso & Company revenues, which have grown to $19.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Kelso & Company intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Kelso & Company Tech Stack and Enterprise Applications
Kelso & Company Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Kelso & Company implemented Microsoft 365 as its Collaboration platform for corporate productivity and communications. Kelso & Company implemented Microsoft 365 in 2019 to consolidate workplace collaboration capabilities across the firm.
The deployment was provisioned as a cloud based tenant with centralized administration, user provisioning and role based access controls. Functional modules implemented aligned with common Collaboration capabilities, including cloud email and calendar, document storage and shared team collaboration workspaces, and productivity applications for knowledge workers.
Operational coverage extended firmwide across investment, finance and administrative teams, with configuration focused on internal collaboration controls and secure content sharing. The organization’s public website indicates Microsoft 365 is in use, and governance centered on centralized policy management and staged user onboarding to align access rights with business roles.
|
Kelso & Company EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DataRails | Legacy | DataRails Financial Close | Financial Consolidation and Close | EPM | n/a | 2021 | 2021 |
In 2021, Kelso & Company implemented DataRails Financial Close as its Financial Consolidation and Close solution to centralize investor and portfolio reporting. The deployment targeted consolidation of data across 30 plus portfolio investments and partnerships, enabling employees to monitor individual allocation positions and supporting CFO Howard Matlin’s need to reduce manual cross checking of heterogeneous Excel reports. The implementation focused on accounting and investor reporting business functions, bringing consolidated visibility to the finance organization.
DataRails Financial Close consolidated spreadsheets regardless of format into a unified data repository, supporting automated consolidation workflows, period over period financial comparisons, and live dashboards and insights. The platform’s change monitoring capability surfaces when any alteration has been made to source files, enabling version-aware updates and supporting the zero error reporting requirement described by the finance team. Financial Consolidation and Close functionality was used to reconcile partnership economics and produce investor-facing consolidated reports.
Operational ownership resides with Kelso’s accounting team, who learned and operate the system directly, which removed the previous process bottleneck caused by complex manual combination steps. The deployment emphasized self-service Excel ingestion and centralized reporting for the CFO and investment management teams, with role-based access to dashboards and consolidated outputs. The implementation supported internal allocation monitoring workflows and investor reporting without introducing named external integrations.
Governance shifted toward in-application control and continuous consolidation, allowing Matlin to view changes immediately rather than waiting for a semiannual consolidation cycle. With DataRails Financial Close, Kelso accelerated its reporting process, increased confidence in consolidated numbers, and delivered timely visibility of employee investment allocations through real-time dashboards and automated consolidation.
|
Kelso & Company IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Rackspace Technology | Legacy | Rackspace Cloud | Application Hosting and Computing Services | IaaS | n/a | 2016 | 2016 |
In 2016, Kelso & Company implemented Rackspace Cloud for Application Hosting and Computing Services to host its corporate website. The deployment focused on web hosting and public facing infrastructure, leveraging Rackspace Cloud compute and storage capabilities to serve site content and application assets. Kelso & Company used Rackspace Cloud to externalize hosting responsibilities and centralize web delivery operations.
The implementation encompassed web server provisioning, content hosting, and managed infrastructure operations consistent with the Application Hosting and Computing Services category. Integrations were limited to the website context and no other backend systems are specified, so operational scope is narrowly the corporate web presence. Governance and operational ownership resided with IT operations managing hosting configuration, updates, and monitoring via Rackspace Cloud control interfaces.
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2017 | 2017 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2018 | 2018 |
|
IT Decision Makers and Key Stakeholders at Kelso & Company
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Vice President Investments | VP | Operations | |
|
|
|
Principal Investments | Director | Operations | |
|
|
|
Principal Investments | Director | Operations | |
|
Apps Being Evaluated by Kelso & Company Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Kelso & Company IT executives and key decision makers. This section highlights Kelso & Company's latest recorded technology evaluations, including LemonEdge for Portfolio and Investment Management on 2026-04-07. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Kelso & Company digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-04-07 | Kelso & Company | Evaluated | LemonEdge | LemonEdge | Portfolio and Investment Management | Investment Management |
FAQ - APPS RUN THE WORLD Kelso & Company Technographics
Kelso & Company is a Banking and Financial Services organization based in United States,
with around 60 employees and annual revenues of $19.0 million.
Kelso & Company operates a diverse technology stack with applications such as
Microsoft 365, DataRails Financial Close and Rackspace Cloud,
covering areas like Collaboration, Financial Consolidation and Close and Application Hosting and Computing Services.
Kelso & Company has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, DataRails and Rackspace Technology.
Kelso & Company recently adopted applications including
DataRails Financial Close in 2021, Microsoft 365 in 2019 and Amazon CloudFront in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Kelso & Company’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Kelso & Company’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Kelso & Company technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.