Download the Guide: The Trending Prognosis for Treasury Management in Private Equity

Even though firms recognize the need for fast, accurate, and comprehensive cash/liquidity management, not enough planning and resources are invested into where those responsibilities should reside, and what processes, data, systems, and control points should be mobilized. Given how complex investment structures have become, organizations using approaches that aren’t as well defined (passive treasury) tend to be less scalable and suffer more “fire drills” than those employing a front-footed approach (active treasury).
For treasury professionals, the ability to access tools and knowledge, while staying nimble in a rapidly changing environment, is more important than ever when demonstrating value to investors, shareholders, and management.