Expert treasury management and investor relations solutions tailored to your organization's unique needs.
Optimize cash flow, reduce costs, and streamline operations with proven treasury strategies and systems implementation.
Professional investor relations, distribution management, and stakeholder communication to strengthen relationships.
Implement automation and controls that save time, reduce errors, and improve operational efficiency.
Proven expertise delivering measurable results for financial services organizations.
Over 20 years of experience in treasury operations and investor services with documented cost savings and efficiency improvements.
Delivered 9-17% cost reductions, captured $45K in early payment discounts, and saved 12+ hours monthly through automation.
Deep understanding of private lending, investment management, and financial services operations and compliance requirements.
Professional treasury management and investor services for growing financial services organizations.
With over 20 years of experience in treasury operations and investor services, CurvedSpace Investment Services brings senior-level expertise to organizations seeking to optimize their financial operations and strengthen investor relationships.
We believe in personalized, senior-level expertise delivered with attention to detail and process optimization. Our flexible engagement models—hourly, project-based, or retainer—ensure that our services align perfectly with your organization's needs and growth stage.
Specialized expertise across multiple sectors of the financial services industry.
Comprehensive treasury management for hard money lenders, private lenders, and alternative lending platforms. Expertise in warehouse line management, disbursement operations, and investor reporting.
Professional investor relations and treasury services for investment firms, private equity funds, and asset managers. Streamlined distribution management and stakeholder communication.
End-to-end treasury operations optimization for financial services organizations. Banking relationship management, process automation, and compliance framework implementation.
Treasury and investor services tailored to real estate investment firms and commercial property management companies. Cash flow optimization and investor communication strategies.
Fractional treasury services for growth-stage businesses in professional services sectors. Scalable solutions that grow with your organization.
Measurable outcomes that drive value for our clients.
Let's discuss how we can optimize your treasury operations and strengthen your investor relationships.
San Francisco Bay Area
Service Area: Northern California and beyond