Series A Cloud SaaS ($4.6M Cash)
Blocking $118K in Shadow SaaS & Cloud Overages With Merchant-Locked Cards
+$339,200 Total Annual P&L Benefit
PHASE 01 // LEGACY BANK DRAG
Uncapped shared corporate cards led to 27 duplicate SaaS seat renewals and surprise AWS staging spend spikes discovered weeks after billing.
PHASE 02 // TREASURY & ERP DEPLOYMENT
Issued 85 vendor-locked Meridian virtual cards with automatic renewal-creep alerts and swept $4.1M of Series A proceeds into laddered US T-Bills.
PHASE 03 // AUDITED CFO OUTCOME
Blocked $118K in redundant SaaS charges in the first two quarters while earning $221.2K in net treasury yield above their prior bank.
01 // MERIDIAN LEDGER
Automated US Treasury T-Bill sweeps (5.28% APY), 1.75% corporate card rebates, and bi-directional NetSuite & Intacct reconciliation.
Same-Day Corporate KYB →
02 // TREASURY PLATFORM
Treasury Command (/)
Platform Modules
Platform Pricing
CFO Yield Simulator
Treasury Benchmark LP
03 // INSTITUTIONAL PROOF
CFO Customer Stories
Macro & ERP Briefings
Custody & Leadership
Open FinTech Roles
Treasury Advisor Desk
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