Case Study: Auptimate achieves real-time SPV treasury visibility with Finmo

Auptimate cuts manual audit work by 50% with Finmo

Auptimate, an investment operations platform for managing SPVs and micro-funds, faced significant operational challenges due to fragmented traditional banking. The process of opening accounts was slow, tracking payments across multiple portals was inefficient, and a lack of real-time visibility hindered deal execution and investor transparency. To modernize its SPV treasury operations, Auptimate partnered with Finmo.

Finmo provided a purpose-built treasury infrastructure featuring instant virtual accounts for each SPV, a unified dashboard for multi-entity visibility, and real-time payment updates via Slack integration. By implementing Finmo's solution, Auptimate achieved a 50% reduction in time spent on manual audit tasks, saving 50-100 hours per month on payment tracking, reconciliations, and treasury administration. This resulted in faster capital calls, stronger compliance, and a better investor experience.

Auptimate