Twain Financial Partners is a full-service specialty finance firm with $4 billion in assets under management providing a full range of capital needs to real estate and renewable energy developments throughout the United States. Founded in 2013, the firm is based in St Louis, Missouri and maintains offices across the country.
Demographics
- Industry | Financial Services
- Headquarters | St. Louis, VA
- Founded | 2013
- Employees | 100
- Existing ERP | Microsoft GP
- Other Systems | Microsoft CRM, Concur, Paycor, Various banking institutions
NetSuite Solution
- NetSuite | Financials First Premium
- Modules | Record to Report, Procure to Pay, Order to Cash, NSAW, MSAR, BPM Data Migration Platform
- Interfaces | Banking, Concur, Paycor
Sales Team
- NetSuite | Emma Costello, Bobby Malinaro
- Caravel | Kelly Gonyea, Rob Cupka
Implementation
- Methodology | SuiteSuccess + Optimization
- Approach | Twain Financial will deploy a single NetSuite instance to be leveraged for their corporate and client entities. They will not be deploying with a BPO instance configuration (separate NetSuite environments per client) and instead, all entities and clients will be configured within a single NetSuite environment. BPM will implement NetSuite in a way to support how Twain will execute their business processes across all entities.
