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Win Story | Financial Services | CV3 Financial Services

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For real estate investors, cash is king, and at CV3, their mission is to be the real estate investors’ #1 choice for property financing. Offering speed, leverage and competitive rates and terms on Fix-and-Flip, Bridge, DSCR/Rental and Rehab loan options, CV3 is focused on getting you the financing you need when you need it. Their people are our superpower. They are all in, committed to their Core Values and the shared vision of being the best private lender in the space.

Demographics

  • Industry | Financial Services
  • Headquarters |El Segundo, CA
  • Founded | 2023
  • Employees | 30
  • Existing ERP | N/A
  • Other Systems | N/A

NetSuite Solution

  • NetSuite | SuiteSuccess Financials First
  • Modules | Financials, P2P, Loan
    Management
  • Interfaces | Banking, Payroll, Loan
    Origination tools

Sales Team

  • NetSuite | Nicole Freiburger
  • Caravel | Corey Ruane

Implementation

  • Methodology | SuiteSucces
  •  Approach | CV3 Financial will deploy
    NetSuite in a multi-Phase approach with core functionality going live in 6 weeks.

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