Cascadia Capital is an independent middle market investment bank founded in 1999, serving
both private and public growth companies around the globe. They are client-focused, strategic
partners that work with companies throughout their life cycle. They are industry specialists that
simplify complex issues. Cascadia Capital believes in the potential of your business, and help
you achieve your growth and liquidity goals.
Demographics
- Industry | Financial Services
- Headquarters | Seattle, WA
- Founded | 1999
- Employees | 200+
- Existing ERP | QuickBooks
- Other Systems | Dealcloud, Bill.Com,
Concur, Paycor, Power Bi, Key Bank
NetSuite Solution
- NetSuite | SuiteSuccess FinancialsFirst STD
- Modules | Record to Report, Procure to Pay,
Order to Cash, Suiteanalytics Connect, Nsaw
- Interfaces | Key Bank, Paycor, Bill.Com,
Concur, Dealcloud, Power BI
Sales Team
- NetSuite | Lindsay Miller, Jordan Edelson
- Caravel | Scott Curry, Caila Cohen
Implementation
- Methodology | SuiteSuccess + Optimization
- Approach | Cascadia Capital will deploy
NetSuite in a single-phase with core
functionality going live in month 5 and
integrating to various 3rd party systems in
phase 1.
