WHAT I DO:Help SMBs, startups & nonprofits manage their cash like a Fortune 500 with technology.Main goals are:1. Make your corporate cash as safe as possible2. Ensure it is as liquid as your company needs it3. Help you earn market rates without unnecessary risk4. Build software tools to make managing finances frictionlessThe belief is every company should have Fortune 500 treasury and cash management no matter their size.WHOM I WORK WITH:Partner with SMBs, startups and nonprofits.Work directly with founders, CEO's, CFO's, and whoever is in charge of the corporate money.WHY IT WORKS:A fiduciary putting clients education and needs over everything. A member of your team and company.I like to say, "we sit on the same side of the table as you."We have a background in asset management, risk reduction, and software. HOW IT WORKS: First step is to learn about your company or entity and understand why you started the endeavor.Then dig deeper to understand what goals you are trying to accomplish.After fact finding to get a better idea of the data. A plan of action can be presented.Once the plan of action is in place, our team and software monitor to make sure it is running smoothly. Being high touch and available is important. Always welcome discussions about how to navigate the ever changing business and economic world.Let's Connect!