Trajectory Inc.: The Power of NetSuite for Private Equity Portfolios

In the past few years it seems that the world of Private Equity and Venture Capital has fully realized the potential for the NetSuite platform to support their investments and portfolio companies. Industry insider opinions vary, but even the most conservative estimation puts the NetSuite ERP platform on the short list of the majority of Private Equity players. Trajectory, the Toronto-based, 5-Star NetSuite Partner knows this world well. Having worked very publicly with a number of so-called Venture Capital “unicorns” (those start-ups with a valuation over one billion dollars), as well as with many Private Equity firms to support, often quietly, their carve-outs, acquisitions and buy/build transactions. “It is as though we’ve building our teams and training for these types of projects for the past ten years,“ said Kurtis Meloche, Principal at Trajectory in Toronto. He continued, “In the case of most Private Equity transactions the management teams need to stand-up or integrate their acquisitions quickly which requires a specific mix of speed and flexibility, they are open to best practices, and they simply do not have the staff, project management or resources to undertake a traditional software selection, design or implementation project. I see a direct parallel with the needs of NetSuite’s traditional small and mid-market customers who we’ve been supporting since 2005.”

While Trajectory’s traditional areas of focus (small-mid market organizations in the advertising, professional services, software/ technology and supply chain industries) continue to be strong drivers of the business, the growth in the Private Equity and Investment Practices is where the company has seen the most change. With an approach to solution design, project management and delivery specifically geared toward the most common types of transaction scenarios (carve-outs, integrations for buy and builds and bolt-on acquisitions,) Trajectory has developed strong relationships with several of the most active Private Equity firms in North America.

Private Equity, Venture Capital and other investor organizations utilize NetSuite as critical piece of their technology puzzle when establishing business processes, reporting and other needs in their portfolio companies.