NetSuite Private Equity ERP

Increase Operational Value

DELIVER MEASURABLE VALUE TO YOUR PORTCOS We have supported over 80 carve-out and merger transactions completed by 15 different private equity & diligence teams by delivering cloud-based NetSuite projects and solutions.

Our experience and depth of practical knowledge in company processes and applications help us 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 an experienced Private Equity ERP partner allows us to deliver by strict TSAs 100% of the time.

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

Read the CIO Review Article on Enterprise Resource Planning readiness Our technical and company’s process consultants leverage a proven methodology to deliver high-value with minimal disruption to enterprise intelligence operations. When you need to conduct enterprise resource planning due diligence with the goal of operational improvement, our ERP solutions can help. Focused on Enterprise Resource Planning System delivery, we provide financial and accounting solutions and procedure optimizations that help you execute carve-outs successfully. For your middle-market portfolio companies, our support 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, we furnish PE firms with enterprise-ready cloud business intelligence management suites, including:

  • Pre-divestiture planning and technology/process readiness assessments
  • Process requirements capture, IT technology solution design, and for financial accounting and enterprise resource planning
  • Process requirements capture, CRM design, and integration design
  • Professional Services Automation (PSA): for project and resource management
  • Value creation procedure assessments
Trajectory's Operational improvement 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%
Trajectory has added depth to our team, allowing us to mobilize quickly and assess, implement, and create value for our clients.”
We're an owner-operated boutique with enterprise acumen that believes in flat and transparent management. We help operational groups reach value creation faster by improving operational efficiency and increasing 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.