Schedule a call

A High-Growth Startup's Guide to Building a Scalable Treasury Function

‍

‍

‍

‍

airCFO has partnered with Mercury to give you a step-by-step guide to evolving your banking and treasury operations from seed stage to Series B and beyond. Learn how to streamline expense management, implement financial controls, and future-proof your startup’s back-office, so you can focus on growth with confidence.

What This Guide Gives You

  • A blueprint for building an audit-ready, investor-friendly back-office
  • Best practices for setting up scalable banking and treasury operations
  • Strategies to automate expense tracking, approvals, and reconciliation
  • Tips for leveraging Mercury’s credit cards, bill pay, and treasury accounts
  • Guidance on building financial controls and approval workflows
  • and more!
Related Resource

airCFO Fundraising Guide: Seed-Stage

Preparing to raise your Seed round? This founder-focused guide breaks down everything you need to fundraise with confidence - from crafting a compelling investor narrative to building a clean cap table and avoiding common pitfalls...

Learn More

Ready to Level-Up Your Startup’s Financial Operations?

Partner with us to simplify your back-office and focus on what matters most: growing your business.

Schedule a Discovery Call