Grow your cash, risk-free.
Minimize Cash Crunches,
Increase Cash Flow
Get a holistic view of your business cash—from bank feeds to payroll cycles—so you can optimize liquidity, reduce risk, and unlock smarter returns
Supercharge growth with new funding options
Dive deeper into your financials
Become Credit Ready
Identify new financing options
Reduce FX Costs & Protect Against Financial Uncertainty
FX & Interest Rate Management
Quantify cash transactions & exposures by currency.
Quantify accounting FX Exposures
Model transaction & hedging strategy to reduce aggregate current and future costs
Assess funding terms & rate / refinancing risk
Determine best price & execution by counterparty
Deliver Projects on Time & Budget
Automate Project Financial Planning
- Tie cash flow directly to project phases & vendor commitments
- Plan for best, base, &worst-case timelines & budgets upfront
- Ensure access to working capital or short-term financing aligned to payment schedules
- Monitor burn, timelines, & triggers in one place
Optimize Wealth & Succession
360° personal & business view — & plans to grow both
- Traditional Advisors Are Siloed
- Accountants focus on tax and compliance
- Wealth advisors focus on personal investments
- Lawyers focus on structure and liability
- CFOs focus on cash flow and operations
➡️ But no one brings these pieces together into a cohesive, strategic plan tied to personal outcomes
2. Business = Personal Wealth — But Few Treat It That Way- For most entrepreneurs, the business is their largest asset
- Yet it’s often excluded from financial planning conversations:
- How and when will you exit?
- How much is your business worth now?
- How does that change based on growth or dilution?
- Wealth advisors rarely have the expertise to assess or plan around private business equity
3. Exit Planning Happens Too Late- Entrepreneurs are too busy operating to think about monetization
- Many don’t plan for exit until they’re burned out or reacting to an unsolicited offer
- This leads to poor terms, excessive taxes, or undervalued outcomes
4. Conflicted or Biased Advice- Many financial professionals are incentivized to manage liquid wealth — not help grow or prepare the business for exit
- This creates blind spots in:
- Equity compensation strategies
- Business succession planning
- Interplay between personal tax, corporate structure, and estate planning
How it works
We combine 20+ years of investment banking experience with Agentic AI-enhanced software to deliver sophisticated financial advice completely customized for your company.
Upfront: Funding & Risk Profile
Complete a short financing needs survey and receive a complimentary financial readiness assessment, including potential financing sources and risk exposures
Week 1: Scoping Exercise
Understand your top issues and deliver immediate actionable insights
Weeks 2 to 5: Customization and Automation Build
Deliver initial solutions in parallel with implementation of automation tools
Weeks 6 to 12: Testing, Implementation, and Training
Enhance tools, implement solutions, and support your team through go-live
Our Philosophy
Bank Agnostic
We work with any financial providers you want, or help you find the right one for you
Adaptable
Our team can work with your existing financial providesrs to facilitate credit processes, account opening, and other processes
Expansive
If new relationships are desired, we partner with leading banking and wealth platforms to find providers that match your investment needs
InvestMint™ is a financial technology company and not a financial advisor.
We do not provide investment advice or services; we provide self-help services at your specific direction.
Investing involves risk, including loss of principal. The contents of this website are provided for information purposes only and do not constitute an offer
to sell or a solicitation to buy securities. Past performance is no guarantee of future returns.