How Auptimate unlocked real-time treasury operations with Finmo

Auptimate is a modern investment operations platform that simplifies the process for startups, angel syndicates, and fund managers to establish and manage SPVs and micro-funds. The platform automates investor onboarding, documentation, capital calls, and deal workflows, enabling swift and compliant investment execution across borders.

As Auptimate expanded, the operational workload surrounding banking, payments, and entity management increased significantly. Each SPV required its own account, investor transfers had to be meticulously tracked, and deal allocations often relied on the speed of fund confirmation.

The Challenge: Fragmented banking. Slow account opening. No real-time visibility.

Before Finmo, Auptimate relied on traditional banks for SPV accounts, a process that was slow, manual, and incompatible with high-velocity investing.

Opening accounts took weeks. Tracking inbound funds required logging in and out of multiple portals. Cross-border USD transfers lacked transparency. And investor updates often relied on guesswork because real-time payment visibility didn’t exist.

Opening accounts for straightforward investment vehicles grew increasingly challenging. Banks misunderstood SPV flows, and delays threatened our chances of securing hot deals.

Olivier Too CEO, Auptimate

This operational drag directly impacted deal execution, investor transparency, and Auptimate’s ability to scale confidently.

Why Finmo - A treasury partner who understood SPV

Auptimate chose Finmo because it offered something banks couldn’t: a fast, purpose-built treasury infrastructure designed around the actual workflows of modern investment vehicles.

What made the difference was having a partner who truly understood our experience — and even our clients’ experience. Finmo worked closely with us to craft a solution that aligns with how SPVs operate.

Olivier Too CEO, Auptimate

Key capabilities that transformed execution

• Instant virtual accounts for each SPV, created far faster than traditional banking.
• Unified multi-entity visibility: all SPVs and balances accessible from one dashboard.
• Real-time payment updates via a single integration with Slack. No more checking multiple portals.
• Developer-friendly APIs enabling Auptimate to integrate treasury into its own platform.

Finmo’s onboarding and support exceeded expectations, enabling Auptimate to streamline operations without adding complexity.

The Results: Measurable Impact

By eliminating manual tracking, fragmented portals, and repetitive reconciliation work, Auptimate’s operations team now saves 50–100 hours per month across:

• reporting
• payment tracking
• reconciliations
• cross-SPV cash movements
• general treasury administration

Faster capital calls and deal closings

Real-time visibility and faster account creation compress the time from investor commitment to investment execution, critical for competitive allocations.

Stronger compliance and internal control

Consolidated dashboards, audit-ready data, and clear payment statuses make fund operations more reliable and transparent.

A better investor experience

Investors now receive faster confirmation of funds and smoother deal execution, even though Finmo operates behind the scenes.

The Vision: A Forward View

Auptimate is expanding into new regions and developing SPV structures that support digital assets and stablecoins, and Finmo is already collaborating with them to enable these next-generation workflows. As Auptimate scales its operations, Finmo’s role as a trusted partner ensures sustainable growth without increasing operational friction.

Automation, visibility, and integrated treasury controls have shifted finance from reactive to strategic, allowing Auptimate’s team to concentrate on product innovation and customer experience rather than manual cash management. Want your finance team to focus on strategy instead of manual workflows? Contact us and see how Finmo can transform your treasury operations.