The next financial system is being built now. We help leadership teams and boards decide which parts of it lower their costs and free up capital, and which can wait. Measured in your own numbers.
We measure what the company pays to move money and run finance against a baseline your controller signs, so every result is counted, not projected.
Capital released from treasury and operations can fund growth, reduce debt or return to shareholders. The decision stays with the CEO and the board.
Every saving is counted against a baseline your controller signs, and every automation in finance has a rule and an approver. That is what lets the board say yes.
We evaluate the financial case, compare the options, line up the right providers and stay through execution. Every decision remains yours.
For companies taking on debt through private credit, banks, bonds or digital formats: we work on the borrower's side, get you ready for lenders, compare every source on all-in cost including currency, and benchmark the terms before you negotiate.
Careers in global banking, institutional investment and corporate finance leadership. We read the P&L and the balance sheet the way your board does.
Based in Greenwich, Connecticut, working wherever our clients operate: global frameworks, applied with local banks, local markets and local regulators.
Most finance functions carry costs nobody owns: the spread on every FX conversion, fees on cross-border payments, cash sitting idle across accounts, and hours of manual work in every close. Each is small. Together they are margin. The question is not which technology to buy. It is what finance really costs, and what to do with the capital once it is back.
The savings are not the end point; the capital is. What frees up in idle cash, FX and fees can fund growth, pay down debt or return to shareholders, and that is your call. When the board asks how AI is controlled in the company, you have a clean answer.
You know where cost might sit. Proving it is the hard part. We size it against a baseline your controller signs, count it net of any vendor cost, and measure it from the first day.
You need FX, cash and liquidity numbers you can trust, and fewer basis points lost on every cross-border payment. We benchmark what you pay, find where it can improve, and line up the right banks and providers to get there.
You own the baseline and the controls. Nothing counts as a saving until you agree it does, and any automation in finance comes with documented controls and an audit trail before it scales.
You own the AI acceptable-use policy and carry the exposure when an autonomous agent acts. We document where AI is already running, set clear decision rights for what agents may and may not do, and build an audit trail that holds up to regulators and counterparties. The governance is on paper before anything runs.
You answer to the full board for AI risk, whether or not the control environment is ready. We deliver the inventory of AI uses, the decision-rights map, and an independent controls attestation, so you approve automation that is already governed, not automation you hope is safe.
Not sure where to start? Take the 2-minute readiness check →
We benchmark what you pay on FX and cross-border payments, review idle cash and working capital, and line up the banks and providers that improve them.
A short, fixed-scope review of one finance workflow on your own data: where the cost sits, a baseline your controller signs, and controls for any automation.
Private credit, bank debt and bonds, including digital formats, on the borrower's side: lender readiness, every source compared on all-in cost including currency, and terms benchmarked before you negotiate.
Across all three, we bring hands-on experience in AI in finance and in digital assets, applied only where they add real value. Each step proves itself before the next: results are measured in your own numbers, against a baseline your controller signs, not in projections. The gains land where they matter, in lower operating cost, freed capital and the capacity to scale without adding headcount. Technology follows the numbers, never the other way round.
Research on the economics of finance: treasury, capital markets and the controls behind them.
Four phases. One methodology. Senior partners throughout.
Financial case, strategic fit, and the risk of inaction — quantified before any build decision.
Technology providers scored at each stage, selected by use case and qualified by local expertise.
Vendor selection, contracting, integration milestones, and governance design — managed end-to-end without holding principal positions.
Ongoing performance review, regulatory tracking, and counterparty risk monitoring once the system is live.
Every engagement begins with one honest read of where cost and capital sit in your finance function. No jargon.
Senior finance advisory for the C-suite and the board. We measure, advise and govern; the decisions stay yours. We never build or operate technology, so we have no product to sell and no reason to recommend more than you need.