Walnut Creek, 94596, CA,
United States
Sequoia Equities Technographics
Sequoia Equities Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sequoia Equities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Sequoia Equities employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Sequoia Equities has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2018, Jobvite for Recruiting, Applicant Tracking System in 2021, RealPage OneSite Leasing & Rents for Lease Management in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Sequoia Equities is running and its propensity to invest more and deepen its relationship with Microsoft , Stripe , Jobvite 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 Sequoia Equities revenues, which have grown to $100.0 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 Sequoia Equities 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.
Sequoia Equities Tech Stack and Enterprise Applications
Sequoia Equities ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Microsoft Dynamics GP | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP | n/a | 2018 | 2019 |
In 2018 Sequoia Equities implemented Microsoft Dynamics 365 for Finance and Operations as its ERP Financial platform. The deployment replaced Microsoft Dynamics GP and focused on centralizing corporate accounting for the construction and real estate portfolio, with the new application serving as the primary ledger and transactional engine.
Implementation work centered on accounting conversion validation and financial close configuration, including data migration verification from Microsoft Dynamics GP into Microsoft Dynamics 365 for Finance and Operations. Functional setup emphasized general ledger controls, month end journal processing, accounts receivable and payable workflows, fixed asset accounting, and period close orchestration consistent with ERP Financial capabilities.
Operational ownership landed in the corporate finance and accounting function, where a Portfolio Accountant was assigned to validate the D365 conversion, prepare month end journal entries for financial close, and coordinate year end financials with external auditors. Governance changes included formalized close checklists and audit coordination procedures to support statutory and audit deliverables following the Dynamics 365 for Finance and Operations go live.
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Payment Processing | ERP |
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2020 | 2020 |
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Sequoia Equities HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Jobvite | Legacy | Jobvite | Recruiting, Applicant Tracking System | HCM | n/a | 2021 | 2021 |
In 2021, Sequoia Equities deployed Jobvite as its Recruiting,Applicant Tracking System to capture candidate applications directly from its corporate website. The implementation is anchored on the company career site presence, reflecting a web-embedded intake point for external applicants for a United States based Construction and Real Estate firm of roughly 400 employees.
The Jobvite deployment concentrated on career site integration, applicant capture, and ATS workflow orchestration. Configurations align with typical Recruiting,Applicant Tracking System functionality, including branded career site widgets, job posting and requisition templates, configurable screening questions, candidate profile management, and staged pipeline stages to support recruiter and hiring manager review cycles.
Operationally the solution supports Talent Acquisition and HR functions, centralizing requisition management and candidate status tracking across hiring teams. Governance was instituted through role based access and configured pipeline permissions to control recruiter and hiring manager interactions while the website integration provides the primary public facing application intake channel.
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Sequoia Equities ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| RealPage | Legacy | RealPage OneSite Leasing & Rents | Lease Management | ERP Services and Operations | n/a | 2011 | 2012 |
In 2011, Sequoia Equities implemented RealPage OneSite Leasing & Rents in a Lease Management rollout to centralize leasing, rent administration, and resident services. The deployment of RealPage OneSite Leasing & Rents was delivered alongside RealPage modules including Yieldstar, Velocity, OpsTechnology, online leasing, and resident portals to create a unified property management technology stack.
Implementation focused on configuring leasing workflows and online leasing interfaces, streamlining application intake and resident portal interactions, and instituting rent pricing and revenue management processes through Yieldstar and Velocity. RealPage OneSite Leasing & Rents was configured to support unit availability management, centralized lease administration, and digital resident communications while OpsTechnology addressed field operations and maintenance coordination.
The project covered property management and operations teams across Sequoia Equities, aligning leasing, operations, and resident services into a coordinated operational scope. Integrations emphasized product-to-product interoperability within the RealPage suite, enabling data flows between OneSite Leasing & Rents, Yieldstar, Velocity, OpsTechnology, and online leasing channels to reduce manual handoffs and improve process continuity.
Governance changes included standardizing leasing and rental pricing workflows, consolidating lease documentation within OneSite, and establishing operational ownership across management and operations functions. The combined deployment of RealPage OneSite Leasing & Rents and adjacent RealPage products streamlined business processes through centralized lease management and resident engagement capabilities.
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Real Estate Property Management | ERP Services and Operations |
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2020 | 2020 |
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Real Estate Property Management | ERP Services and Operations |
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2018 | 2018 |
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Revenue Cycle Management | ERP Services and Operations |
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2020 | 2020 |
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Sequoia Equities Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2016 | 2016 |
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Sequoia Equities CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Construction CRM | CRM |
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2017 | 2018 |
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Customer Experience | CRM |
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2017 | 2017 |
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Customer Support | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sequoia Equities 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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2016 | 2016 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Sequoia Equities
Apps Being Evaluated by Sequoia Equities Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||