Trajectory Inc.

10/07/2026

How is your team ensuring humans keep control of key decisions as AI scales?

At Trajectory, we hold a firm principle: Trust is earned by those who control decisions, not those who run tools the fastest.

Through our Human Control Layer, algorithms handle data complexity while expert consultants retain full authority over strategy, risk, and outcomes.

1. AI accelerates: Data synthesis, preliminary artifacts, and speed.
2. Humans govern: Strategic judgment, EQ, and change management.

AI handles the data.
Our people handle your business.

🔗 https://trajectoryinc.com/blog/the-new-standard-of-trust-accelerating-professional-services-with-ai-not-replacing-human-wisdom/

05/28/2026

What an incredible evening of insights, networking, and forward-thinking discussions at The AI Efficiency Blueprint event that took place last night!

A massive thank you to everyone who joined us, Campfire, and Initus Technologies Inc., to dive deep into the future of CRM and ERP technology ecosystems. It was fantastic connecting over cocktails and hearing such engaging questions from the audience during our interactive panel.

Our Managing Partner, Andrew Andreoli, took the stage alongside industry experts to unpack how businesses can move past the AI hype and execute strategies that drive real, measurable margins.

Key takeaways and themes from the discussion included:

🔹 Plugging the Manual Data Entry Leak: Breaking down data silos between CRM, ERP, and third-party tools to stop overspending and give AI accurate data to learn from.

🔹 The AI Implementation Roadmap: How to avoid just chasing "shiny objects" and instead choose AI projects that structurally improve business margins.

🔹 Optimizing Existing Tech Stacks: Modernizing and integrating existing tech stacks so they are fully equipped to leverage emerging, AI-native tools.

🔹 People + AI: Navigating the cultural and operational shift as teams transition from doing the manual work to reviewing automated AI outputs.

The future of AI-driven business efficiency is happening now, and we are thrilled to be helping organizations build the blueprint for it.

Missed the event or want to keep the conversation going? Let’s connect to discuss how we can modernize your tech stack for the AI era.

05/19/2026

Excited to co-host the upcoming Builders & Backers Night in Dallas on June 10th!

Trajectory is proud to partner with Vector Advisory Services, LLC and Thrive for an exclusive evening of high-level networking, strategy, and connections.

📍 Location: Nick & Sam’s Steakhouse, Dallas
📅 Date & Time: June 10, 2026 - 6:00–8:00 PM CT

We’re bringing together top operating partners and private equity professionals for a relaxed evening focused on meaningful conversation, value creation, and collaboration, alongside great cocktails and hors d’oeuvres.

To keep the conversations highly focused and relevant, this event is exclusively for private equity professionals.
If you are a PE professional in the Dallas area and would like to join us, please send a DM to Alex Olano or Dave Speedie to request an invite.

Looking forward to a fantastic evening!

04/13/2026

Trajectory is co-hosting on May 27th at Bar Cart as part of 🇨🇦

Scaling your business shouldn't mean scaling your overhead. If you’re a Founder, CFO or RevOps leader and your CRM or ERP is a bottleneck, join our Managing Partner, Andrew Andreoli, alongside Jack Arrix and Heather Gordon (Initus Technologies Inc.) to discuss:

🎯 Driving Margin: Selecting AI projects that deliver ROI, not just novelty.

⚙️ Stack Optimization: Modernizing NetSuite and Salesforce or implementing Campfire.AI for the AI era.

🤖Operational Shifts: Moving teams from manual ex*****on to AI oversight.

📅 Wednesday, May 27, 2026 | Bar Cart, 42 The Esplanade, Toronto | 🕔 5:00 PM – 7:00 PM

Visit this link for more information and to register.

https://luma.com/tf2oo8qo

This is not your average panel discussion. Specifically designed for Founders, CFOs and Revenue Operations professionals, this evening combines high-level…

03/18/2026

What a night in Miami!

A huge thank you to everyone who joined Trajectory Inc., Ramp, and Vector Advisory Services, LLC last night at Bourbon Steak Miami for our Builders & Backers Night.

The energy in the room was a perfect reflection of the Miami ecosystem: ambitious, forward-thinking, and focused on growth.

We had an incredible turnout of Private Equity leaders, operating partners, and visionaries discussing the evolving landscape of value creation and digital transformation.

It was a privilege to host such a wonderful group of professionals.

To our co-hosts and everyone who contributed to the evening—thank you for making it a success.

Check out a few highlights from the evening below.

03/17/2026

Whether navigating a high-stakes Private Equity carve-out or upgrading to Salesforce or NetSuite, Trajectory provides the specialized tooling and lead-player expertise required to de-risk the transition.

We ensure your new technology ecosystem is fueled by clean, compliant, and system-ready data from the moment you Go-Live.

Learn how we move beyond basic Extract-Transform-Load (ETL) processes and embrace a lead-player approach that combines strategic governance with intelligent automation here:

https://trajectoryinc.com/blog/the-strategic-blueprint-for-enterprise-data-migration-beyond-etl/

De-risk your digital transformation. Learn why strategic enterprise data migration requires more than ETL—utilizing AI-powered automation and lead-player governance.

03/12/2026

Post-merger integration is where value is either captured or lost. 📈

A fragmented digital backbone is a liability. We transformed a complex manufacturing merger into a unified, high-performance platform.

Key Deliverables:
🔹 System Orchestration: Unified finance, manufacturing, and middleware.
🔹 Fiscal Discipline: Decoupling growth from data processing fees.
🔹 Operational Uptime: Fail-safes that protect the shop floor from system errors.

Build the infrastructure your exit strategy requires. 🏗️

See the Roadmap: https://trajectoryinc.com/cases/onscent-case-study/

See how Trajectory’s long-term partnership with OnScent achieved a 90% reduction in transaction throughput and optimized NetSuite ROI in a high-growth PE environment.

02/12/2026

Software implementations fail. We fix them.

A "go-live" that doesn't deliver ROI is a liability. Trajectory specializes in ERP & , parachuting into misaligned systems to get them back on track.

Why leaders trust us:

✅ 20+ Years in the trenches.
✅ 375+ Projects completed.
✅ 100% Focus on business-first results.

If your systems are holding you back, it’s time for a technical reset.

👉 Explore our Optimization & Rescue Service:

Unlock business growth with tailored technology services that drive efficiency, scalability, and long-term value creation.

02/10/2026

We are just weeks away from the Builders & Backers Night at The ’Quin House, Boston. This event will be a great opportunity for PE professionals to discuss the evolving landscape of value creation.

Proudly co-hosted by Vector Advisory, Ramp and Trajectory Inc. 🤝

If you haven't secured your spot yet, now is the time.

🗓️ When: March 5, 2026 | 6:00 PM – 8:00 PM
📍 Where: The ’Quin House (Muse Room), Boston
👔 Who: Exclusively for Private Equity professionals
⏳ RSVPs Due: February 27, 2026

Reach out to directly for RSVP details.

You'll find details of the event here:
https://trajectoryinc.com/pe-event-builders-backers-night-at-the-quin-hosted-by-trajectory-vector-ramp/

02/05/2026

Trajectory is looking forward to co-hosting another PE Leaders networking event in Miami on March 11 📍

Join Trajectory, Vector Advisory Services, LLC, and Ramp for an exclusive evening at Bourbon Steak Miami.

This gathering is dedicated to the "Builders" and "Backers" driving the next wave of Private Equity excellence, bringing together investors and operators for high-level conversation in a premier setting.

🗓️ Date: March 11, 2026
🕕 Time: 6:00–8:00 PM ET
📍Venue: Bourbon Steak Miami
💼 Audience: Private Equity professionals

If you will be in the Miami area on March 11 and would like to join us, DM Alex Olano!

To view the full event details, please visit this link:
https://trajectoryinc.com/miami-builders-backers-night-hosted-by-trajectory-vector-ramp/