PRIVATE EQUITY
& FINTECH ADVISORY
A Trusted PE Due Diligence Partner
Trajectory has supported over 90 carve-out and merger transactions, working with a variety of different Private Equity (“PE”) teams, by delivering successful cloud-based technology solutions that deliver operational improvement.
Trajectory’s breadth of experience and our depth of practical knowledge of company processes across multiple industries and a variety of technology stack applications, (i.e. NetSuite, Salesforce, Shopify, Boomi, FloQast, Expensify, OpenAir, Bill.com to name a few), allow us to add value from the very beginning of the investment lifecycle.
Trajectory can support PE teams’ sell-side preparation and separation planning, as well as buy-side due diligence by helping assess and evaluate Portfolio companies’ (Portcos’) current technology infrastructures and by estimating what it would take to achieve a value-driving future state. We also support PE teams by managing the planning and execution of the Portcos’ financial application transitions/implementations.

“TRAJECTORY HAS ADDED DEPTH TO OUR TEAM, ALLOWING US TO MOBILIZE QUICKLY AND ASSESS, IMPLEMENT, AND CREATE VALUE FOR OUR CLIENTS.”
Director
West Monroe Partners
TRAJECTORY FINTECH ADVISORY SERVICES
YOUR JOURNEY
STARTS HERE
Take control of your company’s path to success. Set new goals, keep moving.

NetSuite vs. QuickBooks: When Is It Time to Elevate Your Business Operations?
Discover the clear signs your business has outgrown QuickBooks and how NetSuite offers the integrated ERP solution you need for unparalleled growth.

Key Success Factors for Creating Scalable Technology Ecosystems for PE PortCos
This Insight shares key strategies, such as process redesign, data migration, and tech alignment, through the lens of Sovos Compliance’s transformation with Trajectory

Outgrowing QuickBooks? Make the Move to NetSuite with Confidence
Outgrowing QuickBooks? Trajectory helps scaling companies transition to NetSuite with speed & precision for unified business management.

The Humbling Lessons from Executing Our Own Salesforce-NetSuite Implementation
Reflecting on their own Salesforce-NetSuite implementation, Trajectory shares key lessons on stakeholder engagement, process documentation, and testing.

Digital Transformation for Large Organizations Demystified
Large organizations can demystify digital transformation by focusing on four pillars: business-first mindset, strategic phasing, collaboration, and continuous support.

The Next Frontier in Business Transformation: AI-Driven Operational Improvement for Mature Technology Ecosystems
Learn about how AI/Machine Learning is driving technology transformation innovation for mature technology ecosystems.

Optimal Customization: Leveraging Elite Business Understanding and Technical Capabilities to Unlock Operational Improvement
Tailored tech solutions empower niche businesses to boost efficiency, scale seamlessly, and stay agile in a dynamic market landscape.

Contextualizing and Harnessing Institutional Knowledge with AI to Optimize Operations
Maximize operational efficiency by transforming institutional knowledge into actionable insights with AI-powered tools like InitusGPT.

Harnessing the Artificial Intelligence Revolution for Operational Excellence
Harnessing AI and ML transforms operations, enhancing efficiency, automating complex tasks, and revealing data-driven insights for sustained growth.

Strategic Misalignment Between Private Equity Operating & Portfolio Company Management Teams
Misalignment between Private Equity and portfolio company teams can hinder value creation. Aligning on strategy, fostering clear communication, and building trust are key to bridging gaps.

Implementing Technology Solutions Alone Does Not Equate to Operational Improvement
Technology alone won’t improve operations. True impact comes from aligning tools with strategy, leadership, and effective user adoption.

Realistic Expectation Setting | Operational Improvement Series
Realistic expectations align stakeholders, define success, and drive operational improvement through clarity and shared understanding.

10 Barriers to Implementation Success | Operational Improvement Series
Overcome the ten common barriers to successful tech implementations by aligning strategy, managing change, and ensuring effective leadership.

More than a One-off Endeavor | Operational Improvement Series
Operational improvement is an ongoing journey, not a one-time project. Embrace continuous cycles of design, implementation, and refinement to drive lasting success.

Robust Technology Infrastructure for the New eCommerce Era
Build a resilient tech foundation to scale, adapt, and thrive in today’s fast-paced eCommerce landscape. Discover key strategies for success.

Explore the Professional Service Automation Possibilities of OpenAir (PSA)
Discover how NetSuite OpenAir enhances project visibility, streamlines invoicing, and boosts profitability for professional services firms.

The Golden State to Lone Star State Corporate Migration – #Texit
California tech firms are relocating to Texas, drawn by lower taxes, business-friendly policies, and a thriving innovation ecosystem.

Shopify Unite 2021: Key Announcements for Developers & Store Owners
Here’s a round-up of the best announcements from last week at the annual partner and developer conference, Shopify Unite 2021.

Private Equity Insight: Optimizing the PE Tech Stack
What exactly is an ERP? How can it be effectively implemented? How can the right PE technology stack build operational value?

Private Equity Insight: A Technology Partner For Operating Teams
With the increased competition in the Private Equity sector, we must adjust to a value-creation mindset.