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Trajectory Blog

Welcome to our Blog. A source for insights, news and pro tips on NetSuite, the industries we serve and our own company.

CapitalSpring_logo-homepage

Industry

Professional Services

Services Provided

Requirements Gathering, Solution Design, NetSuite Consulting, Full Project Delivery

Solutions Used

ERP, CRM

About The Customer

Capital Spring is a financial services firm that provides mezzanine debt, preferred equity and creative capital to successful members of the franchise industry.

finance

The Challenges

Given the unique complexities of their financing options as well as the number of clients in their portfolio, Captial Spring required a software solution that could provide a holistic view of their business from every angle. Leveraging regular daily information feeds from portfolio companies meant that the solution had to be fast, responsive, and able to provide real-time business intelligence on-demand wherever and whenever. Each fund ran a seperate version of QuickBooks, making the results difficult to consolidate at month end.

The Solution

  • Trajectory combined 25 entities into a single database that updates in real time, which makes intercompany transactions (i.e. transfers of funds, revenue and expenses across entities) a lot simpler and transparent.

The Results

  • Capital Spring leverages the benefits of automation to eliminate the need for manual data entry, thereby reducing the risk of errors.
  • Capital Spring can monitor the profitability of each fund hollistically without having to open up multiple Quickbook instances to consolidate financial reporting.
  • Capital Spring benefits from increased visibility and management of their funds post-consolidation.
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