The only finance platform built for your global portfolio.
Consolidate visibility of cash across your portfolio and help drive value directly to your international companies. FX cost savings, yield uplift and increased efficiency - all in one platform.
See cash across your portfolio, all in one place.
From day one of ownership, every portfolio company runs cash, FX, yield and payments on one system of record. Clear enough for an exec, deep enough for an auditor.
Financial tools built for your global portfolio companies.
$3m just landed in Chase
$3m received from customer contract. Payroll is due in 4 days. I've prepared a sweep of $1.6m into treasury. Confirm?
Primary agents help portfolio companies sweep idle balances into institutional money market funds, with intelligent allocation that respects each company's liquidity needs.
Learn moreConvert and settle across currencies at rates that beat incumbent banks, and hedge exposure as portfolio companies expand into new markets.
Learn moreTrack each entity's cash health, runway and yield live, then roll it up to a firm-level view that's ready for the board.
Learn moreUnderstand your finances by just asking your AI of choice. “Generate a cash and liquidity summary for our board pack. Entity by entity, in USD.”
Learn moreOne treasury layer to grow cash, cut costs and create value across every portfolio company.
months average runway extension
average reduction in FX cost vs incumbent banks
changes to your banks or systems
Get in touch with our partnerships team.
Tell us about your portfolio, we'll show you the impact. Cash, FX and yield modelled across your companies.
- Fast time to valueCompanies live in weeks, not quarters.
- Audit-grade by defaultEvery position and movement, reconciled.
- Flexible roll-outImplement across entire portfolio, or get started with select portcos.
Our partners
