by Juan Pablo Vasquez | Dec 3, 2025 | Integrations, NetSuite, Private Equity, Salesforce
In the investment landscape, the mandate of a Family Office differs fundamentally from that of Private Equity. While PE firms operate on the “clock” of a 3-to-7-year hold with a focus on speed and exit readiness, Family Offices often represent...
by Juan Pablo Vasquez | Oct 1, 2025 | Managed Services, NetSuite
Many mid-market companies invest heavily in NetSuite, only to see its potential stall after Go-Live. Teams resort to manual workarounds, reports become unreliable, and rigid customizations make even small changes risky. This slows cash flow, distorts forecasts, and...
by Juan Pablo Vasquez | Jul 24, 2025 | NetSuite
For growing businesses, the transition from QuickBooks to NetSuite is a crucial moment. It’s a leap from basic accounting to a comprehensive, scalable ERP solution, unlocking new levels of efficiency, insight, and strategic growth. At Trajectory, we’ve guided...
by Juan Pablo Vasquez | Jul 23, 2025 | NetSuite
You’ve built your business from the ground up, and for a long time, QuickBooks has likely been a faithful companion on that journey. It’s familiar, relatively easy to use for basic accounting, and perhaps it feels like the “safe” option. But...
by Juan Pablo Vasquez | Jul 14, 2025 | Insights, Private Equity
Private equity (PE) firms seeking to drive growth and operational efficiency across their portfolio companies must focus on creating scalable technology ecosystems. Success hinges on several critical factors: streamlining quote-to-revenue processes to eliminate...
