Startup Treasury Consultation

A focused 1:1 for founders, CFOs and finance leads sitting on raised capital or surplus cash. We will go through:

• Where your money currently sits and what it's actually earning post-tax

• Liquid, ultra-short, arbitrage and debt fund options that suit your runway

• Right ladder/tenure based on burn, payroll and milestone payments

• Counterparty and concentration risk

• A simple treasury policy you can take to your board

No product pitch. You walk away with a clear allocation plan and the math behind it.