New York, 10022, NY,
United States
CapitalSpring Technographics
CapitalSpring Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CapitalSpring and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 CapitalSpring employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CapitalSpring has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2011, Microsoft 365 for Collaboration in 2015, Zoominfo Platform for Account Based Marketing in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CapitalSpring is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Zoominfo or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing CapitalSpring revenues, which have grown to $5.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for CapitalSpring intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
CapitalSpring Tech Stack and Enterprise Applications
CapitalSpring ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2011 | 2011 |
In 2011, CapitalSpring implemented Oracle NetSuite ERP as its ERP Financial solution for the companys finance and accounting function. The deployment used Oracle NetSuite ERP as a cloud-hosted SaaS platform, centralizing the companys core financial ledger and accounts workflows under a single vendor-managed environment. This implementation established a centralized transactional repository for financial data, enabling standardized chart of accounts and period close orchestration consistent with ERP Financial best practices.
Configuration focused on core financial modules including general ledger, accounts payable, accounts receivable, cash management, invoicing, and financial reporting. The rollout emphasized role-based access controls, audit trails, and approval workflows to support internal finance governance and recurring month-end close processes. Operational scope covered CapitalSprings finance and accounting teams across its United States operations, with configuration scaled to the companys headcount and revenue profile to maintain lean operational controls while standardizing financial processes.
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CapitalSpring Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, CapitalSpring implemented Microsoft 365 for Collaboration. CapitalSpring, a US-based banking and financial services firm with about 30 employees, uses Microsoft 365 on their website and as the primary Collaboration platform to support email, document management, and internal team communication.
The deployment was provisioned as a Microsoft 365 tenant, consolidating cloud-hosted services such as Exchange Online, SharePoint Online, OneDrive, and Microsoft Teams to enable core knowledge worker workflows across finance, operations, and corporate functions. Governance centered on tenant-level account provisioning, access controls, and content permission configuration, with the website surface linking to Microsoft 365-hosted content and supporting web-facing email and document access workflows.
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CapitalSpring CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | Zoominfo Platform | Account Based Marketing | CRM | n/a | 2023 | 2023 |
In 2023, CapitalSpring implemented Zoominfo Platform on their website to support Account Based Marketing. The deployment targets marketing and business development for the United States firm of about 30 employees, leveraging Zoominfo Platform capabilities such as contact and company enrichment, targeted prospecting, and intent-informed outreach aligned with Account Based Marketing workflows.
Configuration concentrates on website data capture and enrichment, with the Zoominfo Platform provisioning prospect qualification and account prioritization workflows for marketing and sales users. Governance establishes marketing ownership of prospect lists and enriched datasets, operationalizing firmographic and contact intelligence for demand generation and business development activities.
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2017 | 2017 |
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CapitalSpring IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at CapitalSpring
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Managing Director | Director | Finance | ||||
| Co-CEO | CXO | Finance | ||||
| CFO | CXO | Finance |
Apps Being Evaluated by CapitalSpring Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||