How to Replace Static Spreadsheets with Cloud-Based Treasury Dashboards for
Smarter Venture Debt and Shareholders Loan Management?
Reports and visualization included.
Challanges with Private and Venture Debt, Startup loan Management:
Spreadsheets vs TreasuryView
Before-managing loans in Spreadsheets
After - managing loans in TreasuryView
- With static Spreadsheets:
- Capturing complex loans in spreadsheets takes forever
- Generating cash flows requires expert knowledge
- Planning renewals or hedging programs is a headache
- Wasting oney (and time) chasing reference rate fixings
- One REF error can ruin months of work
- Data gaps and risks when an employee leaves
- Stuck with static, outdated systems
- With Cloud based Treasury software, like Treasuryview:
- Capture loans in seconds using pre-built deal templates
- Automate cash-flow generation, risk assessments, and lifecycle events
- Simplify renewals and hedging programs with automation
- Reference data updates automatically—no need for manual entry
- Reliable, market-proven calculation and reporting engine
- Reduced key person risk with auditability and team collabs
- Secured cloud access with real-time market data updates and sync
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Getting rid of Spreadsheets: TreasuryView System for Debt and Loan Management.
TreasuryView™ dashboard’s provide customizable visualizations for venture and shareholders loan positions. No more
Adjust dashboard layouts or create new ones for debt management effortlessly. Easily share dashboards with banks, financial sponsors, and stakeholders for enhanced collaboration.
Your financial decisions starts now, without IT integration or onboarding hassle:
#1 See from the video how easy it is
#2 Try TreasuryView for free
#3 Automate your debt and loan management.
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More InformationCheck out the rest of the use cases of how to use TreasuryView for CRE – Commercial Real Estate debt management and for local governments.
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Frequently Asked Questions: Using TreasuryView for Startup Company
How can I import my existing spreadsheets into TreasuryView?
Will I lose my existing spreadsheet formulas and info?
No, your original spreadsheet formulas and information will remain intact.
TreasuryView minimizes manual work and provides quicker access to data and insights, helping you spot potential risks more effectively. Within Treasuryview cloud environment your data will be more up-to-date and actionable.
Can I collaborate with other team members in real time like with Spreadsheets files?
Yes, you can easily share your transactions and portfolio data with fellow team members allowing them to work with the same data.
Can I export data back into Spreadsheets if needed?
Yes, there is a export functionality allowing you to send deal data back to the spreadsheet.
Can I customize my TreasuryView dashboard for my Startup Company?
Every user can create tailored dashboards and share dashboard items with fellow team members
Can TreasuryView help reduce the risk of human errors?
Which of my todays task TreasuryView can automate for me in Startup Debt and Interest Rate Risk management?
Treasuryview allows you to automate deal lifecycle management, reporting as well as market data management related tasks
How does the free trial work?
Our support team is ready to assist you throughout the trial and can help ensure a smooth transition into a future partnership.
See more FAQ about Treasury Management System or Contact us in any questions/concerns.
Get started with the treasury platform that gives you peace of mind.
Know your data is accurate and up-to-date—always.