Caravel Success Hub for NetSuite

Businessman,Using,Tablet,Analyzing,Sales,Data,And,Economic,Growth,Graph

Win Story | Financial Services | Strive Asset Management

Facebook
Twitter
LinkedIn
Strive Asset Logo

Strive is an Ohio-based asset management firm whose mission is to restore the voices of everyday citizens in the American economy by guiding companies to focus on excellence over politics. Their goal is to offer very similar investment options to existing large asset managers, at similar or identical fees. The key distinction is their approach to shareholder voting and engagement.

Demographics

  • Industry | Financial Services
  • Headquarters | Columbis, OH
  • Founded | 2021
  • Employees | 10+
  • Existing ERP | QuickBooks
  • Other Systems | Bill.com, Ramp, Excel, Insperity

NetSuite Solution

  • NetSuite | SuiteSuccess Financials 1st STD
  • Modules | Financials, Record to Report, Procedure to Pay, Order to Cash.
  • Interfaces | Banking, Payroll, Ramp, Bill.com, Hubspot

Sales Team

  • NetSuite | Gabe Castagna, Bryan Daley, Greg Fabry
  • Caravel | Corey Ruane, Kirt Christensen

Implementation

  • Methodology | Emerging Market
  •  Approach | Strive will deploy NetSuite in a single-phase with core functionality going live in month 2.

Subscribe

CONTACT US

Would you like to know more?

Then get in touch now!

Fill out this form and one of our team members will be in touch shortly!

Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.