Fractional Treasury & Investor Services for Private Lenders and Growing Companies

CurvedSpace Investment Services is a fractional treasury and investor-services practice led by Wilson Cruz. The firm helps private lenders and growing companies strengthen cash, banking, and investor operations without adding a full-time treasury hire.

Engagements cover cash-flow forecasting, liquidity and cash positioning, banking optimization, treasury controls, reporting automation, and investor servicing—including onboarding, communications, and distribution processes. Support is practical and scoped to the organization: hourly, project-based, or retainer.

Wilson's background includes private lending, investor services, and institutional operations. That mix is useful for CFOs, controllers, and founders who need senior-level treasury help as operations become more complex.

Track Record & Credentials

• 10+ years of treasury and financial operations experience
• Developed cash-flow forecasting and scenario analysis supporting a $75MM warehouse facility
• Banking analysis reduced unnecessary banking costs by 17%
• Automated treasury and liquidity reporting saved approximately 12 hours per month
• Treasury controls reduced misrouted ACH items by 15%; backup and audit processes reduced reconciliation errors by 12%

Experience

Core Skills

Our Approach

CurvedSpace emphasizes clear deliverables, attention to detail, and process design that fits the client's current systems. Engagements can be strategic, hands-on, or both. For full role history and additional context, see wilscruz.com.