Keep business owners' cash positions current for decisions

Business owners making allocation decisions see Dry Powder and reserve balances go stale, risking misallocated capital. An hourly feed to your cash-planning sheet keeps numbers current so leadership allocates with confidence.

Overview

Stale Dry Powder and reserve figures create risky allocation decisions for business owners. This workflow keeps your cash-planning sheet up to date so leadership can make allocation calls with accurate balances, reducing guesswork and creating an auditable record.

Notable Features

Update cash-planning sheet automatically
Notify leadership of big variances
Log balance updates for audit