Caravel Success Hub for NetSuite

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Win Story | Financial Services | Aetos

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Aetos Capital is a diversified investment manager with a long track record of delivering absolute returns. Aetos Capital strives to bring its clients a robust platform with niche ideas focused on diversifying portfolios. It is led by a team of dedicated professionals with deep experience in a variety of asset management roles.

Demographics

  • Industry | Financial-Tech
  • Headquarters | New York, NY
  • Founded | 1999
  • Employees | 75
  • Existing ERP | QuickBooks
  • Other Systems | ADP, Amex, Chase.

NetSuite Solution

  • NetSuite | SuiteSuccess Services Standard
  • Modules | Record to Report, Procedure to Pay, Order to Cash, Open air (Project to Cash).
  • Interfaces | Banking, Credit Cards, Open air.

Sales Team

  • NetSuite | Brianna Weinstein, Alex Warren
  • Caravel | Matt Hayton, David Tillotson.

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Aetos Capital with 30+ entities in the financial services industry will deploy NetSuite and open air in a single phase with core functionality for R2R, P2P, 2C and project management via open air in 4 months.

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