Waldo AI Treasury Management Platform

•Waldo is a B2B treasury management software designed for startups and SMBs. It acts as an AI robo-advisor for company cash, helping businesses earn higher yields on idle funds. Instead of offering limited pooled fund options, it enables customizable risk/return profiles and personalized investment portfolios aligned with a company's specific liquidity needs and financial policies.

•Customizable risk/return profiles aligned with company policy.

•Personalized portfolios designed to match specific liquidity needs.

•Comprehensive cash visibility, controls, and reporting for finance teams.

•Yield optimization that moves beyond one-size-fits-all pooled funds.

•Offers personalized portfolios instead of just one or two generic fund options.

•Focuses specifically on business treasury needs, not personal finance.

•Combines AI-driven yield optimization with essential treasury controls and reporting.

•Startups

•Small and mid-sized businesses (SMBs)

•Company finance and treasury teams

Q: What is Waldo?

A: An AI robo-advisor platform that manages and optimizes yield on a company's idle cash.

Q: Who is Waldo for?

A: It is designed for startups and small to mid-sized businesses (SMBs).

Q: How is it different from a bank?

A: It provides customizable investment portfolios for idle cash, offering potentially higher yields than standard business bank accounts.