San Francisco, 94104, CA,
United States
Pacific Coast Capital Partners, LLC Technographics
Pacific Coast Capital Partners, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pacific Coast Capital Partners, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Pacific Coast Capital Partners, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Pacific Coast Capital Partners, LLC has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2006, Yardi Voyager for Real Estate Property Management in 2021, Microsoft 365 for Collaboration in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Pacific Coast Capital Partners, LLC is running and its propensity to invest more and deepen its relationship with Intuit , Yardi , Microsoft 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 Pacific Coast Capital Partners, LLC revenues, which have grown to $20.0 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 Pacific Coast Capital Partners, LLC 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.
Pacific Coast Capital Partners, LLC Tech Stack and Enterprise Applications
Pacific Coast Capital Partners, LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2006 | 2006 |
In 2006 Pacific Coast Capital Partners, LLC implemented Intuit Quickbooks Enterprise to address ERP Financial needs across its construction and real estate accounting operations. The deployment targeted centralized accounting and project level cost tracking to support property management and construction job accounting.
Intuit Quickbooks Enterprise was configured to support core ERP Financial capabilities including general ledger, accounts payable, accounts receivable, bank reconciliation and job costing tied to individual construction projects. The implementation included inventory controls for construction materials, basic payroll processing, customizable financial reporting and a consolidated chart of accounts to align property and project reporting.
The technical architecture followed a multiuser server client configuration common to Intuit QuickBooks Enterprise at the time, providing a centralized transactional database and concurrent user access for finance staff. Rollout and governance concentrated on finance and accounting teams, formalizing month end close procedures, establishing job cost workflows and enforcing role based access controls to maintain consistent accounting practices across the organization.
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Pacific Coast Capital Partners, LLC ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Yardi | Legacy | Yardi Voyager | Real Estate Property Management | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021 Pacific Coast Capital Partners, LLC implemented Yardi Voyager for Real Estate Property Management. The deployment is surfaced on the company website, where Yardi Voyager provides tenant facing services and property management access alongside back office workflows.
Yardi Voyager configuration focuses on core Real Estate Property Management capabilities such as lease administration, rent and receivables workflows, web tenant portal functions, and accounting oriented transaction processing, consistent with category aligned functional modules. The implementation supports property and asset management and is operated with centralized application administration and role based access controls to govern tenant and staff interactions through the website.
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Pacific Coast Capital Partners, LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019 Pacific Coast Capital Partners, LLC implemented Microsoft 365 as its Collaboration platform and the company lists Microsoft 365 usage on its public website. The deployment established a cloud-first productivity environment to support corporate communications and document workflows for the firm in the United States.
The Microsoft 365 implementation centers on core Collaboration capabilities, with tenant-level services configured for Exchange Online email, SharePoint Online document management and intranet functions, Microsoft Teams for real-time meetings and chat, OneDrive for Business for user file sync, and Office desktop and web applications for authoring. Configuration emphasis is on content collaboration, shared libraries, persistent chat channels, and centralized mailbox and calendaring services to standardize employee collaboration patterns.
Operational governance is implemented within the Microsoft 365 tenant, using Azure Active Directory for identity and access management and applying SharePoint and Teams governance constructs to control site provisioning, access permissions, and content lifecycle. The implementation narrative is focused on Microsoft 365 as the Collaboration solution for Pacific Coast Capital Partners, LLC and reflects standard cloud productivity architecture and governance practices associated with Microsoft 365 deployments.
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Pacific Coast Capital Partners, LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Pacific Coast Capital Partners, LLC Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Asset and Wealth Management | Investment Management |
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2020 | 2020 |
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Pacific Coast Capital Partners, LLC 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Pacific Coast Capital Partners, LLC
Apps Being Evaluated by Pacific Coast Capital Partners, LLC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||