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Velosio

Velosio helps midmarket companies adopt Microsoft Dynamics 365 and NetSuite cloud tools, with a team of CPAs and finance experts on staff.

Velosio

Velosio was founded over 30 years ago as a technology services firm focused on Microsoft Dynamics and Oracle NetSuite implementations. The firm is headquartered in Atlanta, Georgia, and operates across North America. Its leadership includes industry experts with backgrounds in finance and technology. Velosio deploys capital through service contracts for cloud ERP, CRM, productivity tools, data analytics, automation, and AI integration. It targets midmarket and emerging enterprise clients across industries including professional services, agriculture, distribution, field service, and project-driven businesses. Confirmed clients include Control Risks, whose Head of Business Systems Elliot Daly is quoted on the firm's website. The firm holds Microsoft Gold Partner status with eight practice-area competencies. The firm employs a team of CPAs and finance experts to ensure ERP implementations meet accounting and operational needs. Velosio's in-house development team has created apps for Microsoft AppSource and clients worldwide. It maintains a client success portal and online license purchase platform called The HUB. No recent operational events were publicly disclosed. Velosio differentiates itself through a client-centric implementation methodology that emphasizes customized solutions, risk management, and user-focused training. The firm structures its engagements as long-term partnerships, with over 80% of business coming from referrals. Its governance structure is not publicly detailed, but its focus on Microsoft and NetSuite ecosystems positions it as a specialized technology partner.

General information

Firm type

other

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

300 Galleria Pkwy SE, Suite 615 Atlanta, GA 30339, United States

Principals

Elliot Daly

Head of Business Systems

Sector focus

Enterprise SoftwareIT Services

Frequently asked questions

Who makes investment decisions at Velosio?

Investment decisions at Velosio are structured around client engagements for technology services. Decision-making is led by the firm's leadership team, which includes industry experts in finance and technology. The firm's website does not disclose a named CIO or investment committee.

How does Velosio structure its client engagements?

Velosio structures engagements as long-term partnerships, with over 80% of business coming from referrals (per the firm). It offers implementation, support, and optimization services for Microsoft Dynamics 365, NetSuite, and related cloud tools. The firm uses a client success portal and online license purchase platform called The HUB.

Is Velosio related to any family office or investment vehicle?

Velosio is not publicly linked to any family office or investment vehicle. The firm operates as a technology services company and does not disclose ownership or wealth origin.

What industries does Velosio serve?

Velosio serves midmarket and emerging enterprise clients in professional services, agriculture, distribution, field service, and project-driven businesses. It offers industry-specific solutions for these verticals.

Does Velosio provide support for legacy on-premises systems?

Yes, Velosio provides continued support for legacy on-premises ERP systems such as Dynamics GP, SL, NAV, and AX. The firm also helps clients migrate to cloud solutions when they are ready.

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