& 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.”
West Monroe Partners
TRAJECTORY FINTECH ADVISORY SERVICES
Take control of your company’s path to success. Set new goals, keep moving.
Implementing Technology Solutions Alone Does Not Equate to Operational Improvement
Explore the similarities between the conditions/processes that make for not only successful technology transformations, but also successful general business transformation initiatives.
Realistic Expectation Setting | Operational Improvement Series
Learn about the related factors of timing, budget, resourcing and scope and about 10 tips for setting realistic expectations.
10 Barriers to Implementation Success | Operational Improvement Series
Let’s explore the 10 barriers to implementation success and how to mitigate them to achieve effective technology transformation.
More than a One-off Endeavor | Operational Improvement Series
The importance of fostering an iterative operational improvement mindset and action plan are critical to supporting the on-going optimization of business processes.
Robust Technology Infrastructure for the New eCommerce Era
Learn about recent eCommerce trends, characteristics of the emerging eCommerce era and how one Trajectory client, La Bota Roja, quickly implemented a robust eCommerce technology ecosystem to not only keep up, but to set themselves up for future eCommerce success.
Explore the Professional Service Automation Possibilities of OpenAir (PSA)
NetSuite OpenAir is a solution that brings project accounting to your fingertips. Automating Invoicing, Revenue Recognition, and Project profitability, among others.
The Golden State to Lone Star State Corporate Migration – #Texit
Texas is the state that everyone is looking at right now. The tech hub and the Dallas deal-making culture seem to be the staging ground for the next big software uprising.
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.
Operational Improvement: A Private Equity Roadmap to ERP
When creating operational value for a Portco, few technology improvements can be as efficient as an ERP system.
Capitalize on Evolving Consumer Trends with eCommerce
Online purchases have skyrocketed in 2020. Businesses without an online presence during this time are missing out on all the action!
Securing Cash Flow and Simplifying Payment Cycles
Problems caused by the pandemic has taken time away from tackling larger challenges. This problem is compounded by not receiving or making payments on time.
A Trajectory Group product: Master NetSuite like a Pro with Cognita
Cognita is the first learning management platform providing NetSuite courses to improve everyone’s knowledge.
Streamline Go-To Market Strategy by Integrating with External Organizations
Covid-19 has caused many businesses to suffer. Automotive industries are in crisis, but the grocery sector is blossoming.
Multi-Platform Expertise On Demand: Unified support for all your enterprise systems
It’s no secret that the pandemic we’re living in has put a serious dent in most companies’ day to day operations.
Advanced Approvals Bundle: Increase Internal Controls
Controlling expenditure via secure yet transparent approvals processes is a key success factor for facilitating expense savings and management visibility.
NetSuite Fixed Assets Module: What, How & Why
The NS FAM is a SuiteApp that provides automated management of fixed assets acquisition, depreciation, revaluation, and retirement.
Step-by-Step: Diving in to Oracle NetSuite Security Roles
We went step by step on the NetSuite user role creation process to help you understand the considerations and underwork needed for a proper configuration.
Many of us have wondered this. Do I Need NetSuite ERP?
Preferred by customers due to its flexible, friendly and scalable solution, NetSuite cloud ERP centralizes business operations to provide a global management experience.