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Treasury Strategy Development: From Manual to Institutional

Problem

Following their Series A close, Vow's new Head of Finance Nick Barnes recognized the need to optimize $73M in strategic cash. Their existing bank offered limited options with below-market rates, manual paperwork processes, and no strategic oversight. Alternative banks provided better yields but involved complex onboarding and uncompetitive fee structures.

[An unordered list example] one must start pondering why lists are even separated into ordered and unordered. For if they were a list, then by nature they must be ordered, no?
[An unordered list example] one must start pondering why lists are even separated into ordered and unordered. For if they were a list, then by nature they must be ordered, no?

Solution

Impact

Vow achieved a 5.1% average portfolio yield compared to 3.2% from their previous term deposits. The comprehensive strategy materials generated by Primary facilitated smooth board approval, while ongoing reporting maintains investor confidence in treasury decisions.

Primary transformed treasury from a time-consuming operational task into a strategic asset. Our finance team can now focus on supporting our ambitious R&D goals rather than managing investment paperwork.

Sarah ThompsonHead Of Finance

Investor Relations: Building Board Confidence in Treasury Decisions

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Across their Seed & Series A funding rounds, they’ve been supported by leading venture capital firms including Blackbird, Lightspeed Venture Partners and January Capital.

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[An ordered list example] one must start pondering why lists are even separated into ordered and unordered. For if they were a list, then by nature they must be ordered, no?
[An ordered list example] one must start pondering why lists are even separated into ordered and unordered. For if they were a list, then by nature they must be ordered, no?