NetSuite for Private Equity and Venture Capital Firms

Simplify multi-entity financials and portfolio reporting with NetSuite AI

Managing financials across multiple entities, investments, and operating businesses can be complex. Disconnected systems, manual consolidation, and inconsistent reporting can limit visibility and slow decision-making.

Join us to hear how Franklin Mountain Investments, a diversified investment company, uses NetSuite to manage financials and consolidate reporting across its businesses. You'll also see how NetSuite's AI-powered cloud ERP helps investment firms simplify multi-entity accounting, improve financial visibility, and gain actionable insights as their portfolios grow.

In this session, you will:

• Hear from Franklin Mountain Investments about its journey to simplify financial consolidation and reporting across a diverse portfolio of businesses.
• Explore how NetSuite centralizes multi-entity financial management and provides greater visibility across investments and operating companies.
• See a live demo of AI-powered insights, dashboards, and financial reporting capabilities to support faster, more informed decisions.

Featured Speakers

Kate Whaley
Consultant
Oracle NetSuite

Samuel Arnold
Regional Sales Director
Oracle NetSuite

Ralph Espinoza
VP, Divisional Controller – Business Services
Franklin Mountain Investments