Most founders and frankly, most financial professionals, think their primary financial responsibility is to build and support a great product and successfully raise a round. My career has been focused on the critical, often overlooked reality of what happens after that capital hits the bank.
Treasury isn’t just about moving numbers on a screen; it’s the defensive architecture of your company. Having managed liquidity at a $9B scale and navigated the complexities of scaling SoFi’s banking infrastructure across 18+ partners, I’ve seen how quickly a “safe” balance sheet or cash flow statement can become a liability. In a volatile market, “survival” isn’t guaranteed by the last valuation-it’s guaranteed by your access to cash.
I started Always Be Funding to bridge the gap between high-growth ambition and institutional-grade discipline. Founders and financial professionals don’t need more accounting; they need a treasury mandate. This means moving beyond a simple bank balance to a world of 13-week cash visibility, strategic bank diversification, and rigorous internal controls.
To help you begin the transition, I’ve released my first flagship resource: The Strategic Treasury: A 101 Guide. This isn’t a basic glossary, it’s a distillation of the frameworks I’ve used to protect and deploy billions.
DOWNLOAD THE 7-PAGE GUIDE HERE
Stop managing by hope. Start managing by mandate!
