Cash & Investment Management Solutions for Private Equity & Venture Capital

Financial Institutions like Private Equity and Venture Capital firms have a unique need to manage cash and investments to and from Limited Partners and Portfolio Companies. But that job is often harder than it needs to be. That’s because the technology that has been available wasn’t specifically built for their unique needs to streamline the labor-intensive process of moving money between multiple entities, reconciling, and reporting.

Treasury Curve offers Private Equity and Venture Capital firms a safe, smarter, and more cost-effective way to manage these challenges, with workflow and compliance embedded, which is critical for successful audits.

Two treasury professionals sitting at a table looking and smiling at a laptop computer

“With Treasury Curve, it has been much easier to diversify our cash and investments across multiple holdings and financial institutions. It has helped us strip a tremendous amount of time and low-level manual activity out of our treasury function, and freed up time to add more value to our firm.”

—Matthew Potter, CFO, Delphi Ventures