DELIVER MEASURABLE VALUE TO YOUR PORTCOS Since 2012, Trajectory has supported over 70 carve-out and merger transactions completed by 15 different private equity & diligence teams by delivering cloud-based NetSuite ERP projects and solutions.

Our experience and depth of practical knowledge in Enterprise business processes and applications help us to engage on either side of the transaction. We provide services supporting sell-side readiness and separation planning, as well as integrating with buy-side teams to help assess, manage and execute the transition or implementation of financial applications and data. Being a Private Equity ERP projects partner allows us to be part of 15 of the top PE firms around the globe.

Trajectory’s CEO tells us how meticulous cutover implementation is the key to smooth carve-out transitions.”

Read the article for CIO Review here >

Our technical and business process consultants leverage a proven methodology to deliver high-value with minimal disruption to business intelligence operations. When you need to conduct ERP projects due diligence with the goal of operational improvement, Trajectory’s NetSuite ERP solutions can help.

Focused on NetSuite ERP system, we deliver financial and accounting solutions and process optimizations that help you execute carve-outs successfully. For your middle-market portfolio companies, our solutions help them gain a deeper understanding of vital business intelligence performance metrics, make informed decisions to implement successful strategies and maximize returns.



Trajectory consulting is prepared to engage at virtually any point in the carve-out/transaction lifecycle. With tools and know-how at every stage, we work together with you to help deliver smooth transitions from Day 0 onward. As a specialist NetSuite solutions provider, Trajectory furnishes private equity firms with enterprise-ready cloud business intelligence management suites, including:

  • Pre-divestiture planning and technology/process readiness assessments
  • Business Process requirements capture, NetSuite ERP solution design, and ERP cloning for financial accounting and enterprise resource planning
  • Business Process requirements capture, NetSuite CRM solution design, and CRM cloning or integration design
  • Professional Services Automation (PSA): for project and resource management
  • Value creation process assessments
Trajectory's NetSuite solutions create value by:
Cutting order-to-cash cycle by 50%
Accelerating financial close by 20-50%
Decreasing IT costs by 50%
Reducing audit preparation by 50%
Lowering invoicing costs by 20-50%
Source: NetSuite
Trajectory has added depth to our ERP team, allowing us to mobilize quickly and assess, implement, and create value for our clients.”
Trajectory Consulting is an owner operated boutique NetSuite partner with enterprise acumen that believes in flat and transparent management. We help private equity teams reach value creation faster by improving operational efficiency and increase stakeholder value through a mix of hands-on business consulting and the right technology. Reach out to find out how we can help your team.