Securing the Future for TechStart

The Challenge

TechStart experienced a sudden liquidity event after a successful Series B round. Without a proper treasury management strategy, they risked eroding their capital through inflation and poor cash flow management.

The Solution

PlanEdge implemented a tiered investment strategy, balancing immediate liquidity needs with long-term growth vehicles. We utilized low-risk bonds for stability and strategic equities for growth.

The Result

The company's asset value tripled over three years, providing a stable financial runway that allowed them to innovate without financial pressure.