Trajectory Inc.

Trajectory is co-hosting on May 27th at Bar Cart as part of 🇨🇦

Scaling your business shouldn't mean scaling your overhead. If you’re a Founder, CFO or RevOps leader and your CRM or ERP is a bottleneck, join our Managing Partner, Andrew Andreoli, alongside Jack Arrix and Heather Gordon (Initus Technologies Inc.) to discuss:

🎯 Driving Margin: Selecting AI projects that deliver ROI, not just novelty.

⚙️ Stack Optimization: Modernizing NetSuite and Salesforce or implementing Campfire.AI for the AI era.

🤖Operational Shifts: Moving teams from manual ex*****on to AI oversight.

📅 Wednesday, May 27, 2026 | Bar Cart, 42 The Esplanade, Toronto | 🕔 5:00 PM – 7:00 PM

Visit this link for more information and to register.

https://luma.com/tf2oo8qo

The AI Efficiency Blueprint: Practical Ex*****on Strategies for CRM, ERP Technology Ecosystem Transformation · Luma This is not your average panel discussion. Specifically designed for Founders, CFOs and Revenue Operations professionals, this evening combines high-level…

What a night in Miami!

A huge thank you to everyone who joined Trajectory Inc., Ramp, and Vector Advisory Services, LLC last night at Bourbon Steak Miami for our Builders & Backers Night.

The energy in the room was a perfect reflection of the Miami ecosystem: ambitious, forward-thinking, and focused on growth.

We had an incredible turnout of Private Equity leaders, operating partners, and visionaries discussing the evolving landscape of value creation and digital transformation.

It was a privilege to host such a wonderful group of professionals.

To our co-hosts and everyone who contributed to the evening—thank you for making it a success.

Check out a few highlights from the evening below.

Whether navigating a high-stakes Private Equity carve-out or upgrading to Salesforce or NetSuite, Trajectory provides the specialized tooling and lead-player expertise required to de-risk the transition.

We ensure your new technology ecosystem is fueled by clean, compliant, and system-ready data from the moment you Go-Live.

Learn how we move beyond basic Extract-Transform-Load (ETL) processes and embrace a lead-player approach that combines strategic governance with intelligent automation here:

https://trajectoryinc.com/blog/the-strategic-blueprint-for-enterprise-data-migration-beyond-etl/

Trajectory - The Strategic Blueprint for Enterprise Data Migration: Beyond ETL De-risk your digital transformation. Learn why strategic enterprise data migration requires more than ETL—utilizing AI-powered automation and lead-player governance.

Post-merger integration is where value is either captured or lost. 📈

A fragmented digital backbone is a liability. We transformed a complex manufacturing merger into a unified, high-performance platform.

Key Deliverables:
🔹 System Orchestration: Unified finance, manufacturing, and middleware.
🔹 Fiscal Discipline: Decoupling growth from data processing fees.
🔹 Operational Uptime: Fail-safes that protect the shop floor from system errors.

Build the infrastructure your exit strategy requires. 🏗️

See the Roadmap: https://trajectoryinc.com/cases/onscent-case-study/

OnScent Case Study - Trajectory See how Trajectory’s long-term partnership with OnScent achieved a 90% reduction in transaction throughput and optimized NetSuite ROI in a high-growth PE environment.

Software implementations fail. We fix them.

A "go-live" that doesn't deliver ROI is a liability. Trajectory specializes in ERP & , parachuting into misaligned systems to get them back on track.

Why leaders trust us:

✅ 20+ Years in the trenches.
✅ 375+ Projects completed.
✅ 100% Focus on business-first results.

If your systems are holding you back, it’s time for a technical reset.

👉 Explore our Optimization & Rescue Service:

Enterprise Systems Optimizations & Rescues - Trajectory Unlock business growth with tailored technology services that drive efficiency, scalability, and long-term value creation.

We are just weeks away from the Builders & Backers Night at The ’Quin House, Boston. This event will be a great opportunity for PE professionals to discuss the evolving landscape of value creation.

Proudly co-hosted by Vector Advisory, Ramp and Trajectory Inc. 🤝

If you haven't secured your spot yet, now is the time.

🗓️ When: March 5, 2026 | 6:00 PM – 8:00 PM
📍 Where: The ’Quin House (Muse Room), Boston
👔 Who: Exclusively for Private Equity professionals
⏳ RSVPs Due: February 27, 2026

Reach out to directly for RSVP details.

You'll find details of the event here:
https://trajectoryinc.com/pe-event-builders-backers-night-at-the-quin-hosted-by-trajectory-vector-ramp/

Trajectory is looking forward to co-hosting another PE Leaders networking event in Miami on March 11 📍

Join Trajectory, Vector Advisory Services, LLC, and Ramp for an exclusive evening at Bourbon Steak Miami.

This gathering is dedicated to the "Builders" and "Backers" driving the next wave of Private Equity excellence, bringing together investors and operators for high-level conversation in a premier setting.

🗓️ Date: March 11, 2026
🕕 Time: 6:00–8:00 PM ET
📍Venue: Bourbon Steak Miami
💼 Audience: Private Equity professionals

If you will be in the Miami area on March 11 and would like to join us, DM Alex Olano!

To view the full event details, please visit this link:
https://trajectoryinc.com/miami-builders-backers-night-hosted-by-trajectory-vector-ramp/

We help organizations move past the hype to implement AI Enablement that actually moves the needle.

From automated documentation to AI-accelerated data migration, we build intelligence directly into your workflow.

Where we deliver:
✅ AI Assessments: Identifying high-impact automation quick-wins.
✅ Automated Integrations: Using AI to bridge systems faster and with more accuracy.
✅ Smart Ops: Reducing manual debt in NetSuite and Salesforce ecosystems.

See a full AI transformation here: https://trajectoryinc.com/cases/la-bota-roja-ai-case-study/

La Bota Roja AI Case Study - Trajectory Our unique capability to utilize AI and Machine Learning presents an opportunity for our clients’ continuous process improvement.

With Trajectory, maximize value at every stage of the investment lifecycle.

We provide the technical ex*****on engine PE firms need to drive and ensure exit readiness.

Our PE Services include:

✔️Digital Due Diligence: Mitigate risk pre-close.
✔️ERP & CRM Implementation: Scalable NetSuite and solutions.
✔️AI Enablement: Automation to optimize workflows.
✔️Ecosystem Optimization: Rescuing assets and streamlining integrations.
✔️Managed Services: Continuous support for long-term growth.

Explore our PE Solutions: 👉 https://trajectoryinc.com/services/private-equity-services/

Private Equity Services - Trajectory Trajectory empowers Private Equity firms with technology advisory services, enhancing Value Creation through digital transformation.

Boston PE leaders, mark your calendars! 📍

Trajectory is proud to co-host the upcoming Builders & Backers Night alongside our friends at Vector Advisory and Ramp.

We’re meeting at The ’Quin House - Muse Room on March 5th for a night of cocktails, hors d’oeuvres, and focused conversation on the current and future states of private equity and value creation.

🗓️ Date: March 5, 2026
🕕 Time: 6:00–8:00 PM ET
👔 Audience: Exclusively for Private Equity professionals

Message us for RSVP details or to learn more about this exclusive event.

Learn more about the event here:
https://trajectoryinc.com/pe-event-builders-backers-night-at-the-quin-hosted-by-trajectory-vector-ramp/

Builders & Backers Night at The ’Quin: Hosted by Trajectory, Vector & Ramp - Trajectory Builders & Backers Night at The ’QuinWhere PE innovators, operators, and capital partners meet to build what’s next.

Prepare for Peak Performance in 2026! 🌟

The start of a new year means new goals, new projects, and the need for comprehensive coverage across your IT and operations. You can not let those "specific problems" become roadblocks.

With Trajectory Managed Services, you can stop troubleshooting and start achieving. We provide the continuous optimization and expertise your team needs to ensure everything is covered from day one.

🔍 Discover how to solve your most pressing challenges: https://trajectoryinc.com/services/services-for-companies/continuous-optimization-managed-services/

Trajectory Services - Continuous Optimization & Managed Services - Trajectory Optimize your ERP and CRM with Trajectory’s Continuous Optimization Services. Flexible support that grows with your business.