Startup Banking
Set the stage for growth with purpose-built products and services.
Treasury Management
We champion your company’s vision with deep industry expertise, tailored financial solutions, personalized support and community collaborations.
Why clients choose us to help build their success
Strategic guidance to navigate growth
See around the curve with unique perspectives, best practices and market insights from knowledgeable partners focused on innovators in technology, life sciences and healthcare.
Tailored approach
Count on support from a team who really understands the needs of founders and fast-growing companies, and are highly engaged to help you solve challenges and meet needs.
Solutions for the innovation economy
Access a comprehensive ecosystem of products designed to meet your needs at every stage of growth.
Community collaboration
Power your vision with networking opportunities and inspiring events to help you build community and momentum.
Treasury Management services to meet your evolving needs
Payment Solutions
Access scalable credit and control spend,D send and receive payments, automate workflows and more.
Liquidity Solutions
Invest excess cash balances to earn returns on your funds, with a strategy that scales with your needs.
Global Trade Finance
Help preserve working capital with letters of credit as you navigate growth and global expansion.
Foreign Exchange
Simplify overseas payments and help reduce risk with our FX services and support for 90+ currencies.D
Lending
Extend runway for VC-backed startups to finance growth, with solutions specialized to your industry vertical.D
Embedded Payments
Accelerate time-to-market for new services and create new revenue streams with embedded solutions.
Personalizing your financial journey as you scale
Series A
Banking essentials for fast-growing companies to scale with confidence.
Venture-Funded
Services to help preserve cash & equity, capitalize on opportunities and go global.
Corporate Banking
Treasury services and more for post-IPO and large private companies.
Emerging Managers
VC banking and unique support for your firm, funds and portfolio companies.
Supporting your business beyond banking
Take full advantage of our connections, resources and capabilities.
Connect with innovators and opportunities
Events and networking for founders and growth companies to meet top venture firms, CFOs, trusted advisors and serial founders to help collaborate and support growth.
Access resources to accelerate change
Our Catalyst 2045 platform helps women, black and Latinx startups and venture-funded innovation with access to capital, resources and strategic guidance.
Tap into unique research for your vertical
Access our unmatched market research and expert perspectives on insights for tech, life sciences and healthcare, and more.
Ready to talk with our team?
Treasury Management FAQs
Treasury management services help innovation economy companies optimize cash flow, reduce risk, and scale efficiently. For example, businesses can:
- Integrate finance systems and centralize spend management to maximize visibility, cash control, and forecasting accuracy.
- Automate expense reporting, reconciliation and data sync to ERP systems to reduce manual work, boost productivity and close monthly books faster.
- Enhance liquidity with interest-earning investment tools to generate income from idle cash.
Treasury management services help companies optimize cash flow by integrating systems for banking operations, spend management, and working capital management. An API-enabled dashboard can connect business checking accounts, corporate card programs, venture debt, and liquidity solutions. This centralized visibility and control enables more effective cash management and automated efficiency between systems.
Our treasury management services provide specialized support for venture-backed companies in the innovation economy, including:
- Purpose-built treasury tools that provide centralized cash flow management, payment capabilities, automated expense reporting and reconciliation, and accounting system integration.
- Scalable payment processing systems to accept payments and manage high transaction volumes.
- Expert treasury management advisory to optimize venture-backed company finance operations
Treasury management services enhance cash forecasting tools and liquidity planning by centralizing financial data from multiple integrated systems. By analyzing payment data, companies gain actionable insights on spending patterns, seasonal trends, and cash flow cycles for accurate financial planning.
Companies can integrate treasury management services with existing finance systems using APIs and an integrated banking dashboard. API integration can connect platforms for business banking, payments and liquidity tools, as well as expense management, ERP and accounting software. The integrated dashboard then provides centralized access and control for cash management and automates data flows between systems.
Treasury management products include specialized solutions to improve liquidity by enabling companies to earn interest income on idle cash. For example:
- Short-term Certificates of Deposit (CDs) earn a fixed interest rate for terms from one month or up to a year or more. It’s a good option for companies to earn income on surplus cash they don’t need right away, such as reserves held for future operating expenses.
- Sweep accounts transfer excess funds (above a pre-set threshold) from a linked business checking into interest-bearing accounts. Companies earn interest on cash reserves, yet maintain full access to use that money as needed.