Versity Investments (formerly NB Private Capital)
20 Enterprise, Suite 400,
Aliso Viejo, 92656, CA,
United States
Aliso Viejo, 92656, CA,
United States
1 949-540-9164
Construction and Real Estate
Versity Investments (formerly NB Private Capital) Technographics
Versity Investments (formerly NB Private Capital) Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Versity Investments (formerly NB Private Capital) and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Versity Investments (formerly NB Private Capital) employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Versity Investments (formerly NB Private Capital) has purchased the following applications: Yardi Voyager for Real Estate Property Management in 2019, Microsoft 365 for Collaboration in 2021, Hubspot CRM for CRM in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Versity Investments (formerly NB Private Capital) is running and its propensity to invest more and deepen its relationship with Yardi , Microsoft , HubSpot 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 Versity Investments (formerly NB Private Capital) 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 Versity Investments (formerly NB Private Capital) 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.
Versity Investments (formerly NB Private Capital) Tech Stack and Enterprise Applications
Versity Investments (formerly NB Private Capital) 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 | 2019 | 2019 |
In 2019 Versity Investments implemented Yardi Voyager and PayScan as its Real Estate Property Management platform. The deployment centered on a corporate accounting instance supporting three funds and a portfolio of properties, with operational leadership based in Aliso Viejo, California and accounting ownership exercised by the corporate accounting team.
The implementation encompassed core property and corporate accounting capabilities, including month, quarter and year end close workflows, journal entry and accrual management for payroll, utilities, prepaid items, depreciation and amortization, debt activity, and asset management fee income. Accounts payable automation and approval workflows were configured alongside 1099 processing, vendor file management, bridge loan interest and extension fee schedules, owner and investor distributions, equity rollforward and investment in rollforward processes, and consolidated fund financial package production.
PayScan was deployed to automate invoice capture and AP workflow within the Yardi Voyager environment, and the combined system supported treasury related activities such as provisioning bank accounts, managing daily wires and weekly check runs and updating cash flow statements. Operational coverage explicitly included corporate accounting, accounts payable, funds accounting and investor reporting functions across the company and its funds.
Governance and process changes implemented as part of the Yardi Voyager deployment included formal approval workflows for AP, standardized balance sheet reconciliations and due to/from bill back controls, assignment of project and staff responsibilities to enforce accounting policies, and centralized production of monthly financial packages for the CFO and fund stakeholders.
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Revenue Cycle Management | ERP Services and Operations |
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2019 | 2019 |
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Versity Investments (formerly NB Private Capital) Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Versity Investments implemented Microsoft 365 to establish cloud-based Collaboration capabilities for its 50-employee construction and real estate business. The rollout created a single Microsoft 365 tenant to centralize email, document, and meeting workflows across the organization.
The Microsoft 365 deployment centers on core collaboration services, including Exchange Online for corporate email, OneDrive and SharePoint for document management and version control, and Microsoft Teams for chat and meetings. The company uses Office 365 Mail on their website for public-facing mail routing and mailbox provisioning.
Configuration and operational scope emphasized centralized tenant administration, identity and access controls, and governance for document sharing and external collaboration, applied across corporate functions such as finance, investment management and operations. The implementation narrative focuses on system architecture and functional modules within the Collaboration category rather than named third-party integrations or implementation partners.
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Versity Investments (formerly NB Private Capital) CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2021 | 2021 |
In 2021, Versity Investments implemented Hubspot CRM to capture website leads and manage customer records. The deployment leverages Hubspot CRM capabilities in the CRM category, including website-based lead capture forms, contact and company records, deal pipeline tracking, and basic marketing email workflows.
The implementation follows a lightweight, cloud-hosted SaaS architecture with HubSpot tracking code embedded on versityinvest.com to route form submissions and behavioral events into the CRM. Operational coverage centers on Sales and Marketing functions within the firm, with a centralized CRM administrator responsible for contact hygiene, pipeline configuration, and permissioning. Governance emphasizes staged configuration and website form control to preserve data quality and align lead routing with sales processes.
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Versity Investments (formerly NB Private Capital) PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2021 | 2021 |
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Versity Investments (formerly NB Private Capital) 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Versity Investments (formerly NB Private Capital)
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Versity Investments (formerly NB Private Capital) Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Versity Investments (formerly NB Private Capital) IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Versity Investments (formerly NB Private Capital) digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Versity Investments (formerly NB Private Capital) Technographics
Versity Investments (formerly NB Private Capital) is a Construction and Real Estate organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
Versity Investments (formerly NB Private Capital) operates a diverse technology stack with applications such as
Yardi Voyager, Microsoft 365 and Hubspot CRM,
covering areas like Real Estate Property Management, Collaboration and CRM.
Versity Investments (formerly NB Private Capital) has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Yardi, Microsoft and HubSpot.
Versity Investments (formerly NB Private Capital) recently adopted applications including
Microsoft 365 in 2021, Hubspot CRM in 2021 and Intuit Mailchimp Mandrill in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Versity Investments (formerly NB Private Capital)’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Versity Investments (formerly NB Private Capital)’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Versity Investments (formerly NB Private Capital) technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.