See total liquidity position including invested cash alongside operational cash¶
Investment Thesis¶
Customers (Personio, ON) and prospects both track investments separately in spreadsheets alongside operational cash. Combining these into a single view eliminates manual reconciliation, reduces error-prone spreadsheet maintenance, and enables more confident investment duration decisions. This is a key differentiator vs existing TMS tools that treat investments and cash as separate worlds.
Related Domains¶
- Investments & Debt — investment tracking, maturity management, counterparty visibility
- Cash Visibility — daily cash positioning, multi-bank aggregation
Desired Outcomes¶
Current Focus¶
These are the outcomes we're actively investing in.
| # | Desired Outcome | Evidence |
|---|---|---|
| 1 | Reduce effort to distinguish operational cash from invested cash | Personio, ON, Palm Internal |
| 2 | Minimize confusion about total available liquidity | Personio, ON, Palm Internal |
| 3 | Increase visibility into cash + cash equivalents in one view | Personio, ON |
| 4 | Minimize the uncertainty when deciding investment duration | Personio, Palm Internal |
Already Addressed¶
Existing features that help get this job done.
| Desired Outcome | Status | Feature |
|---|---|---|
| Minimize time spent manually entering investment data in Google Sheets | ⚠️ Partial | Investments Visibility |
| Reduce risk of forgetting a maturity date and accidentally rolling over | ⚠️ Partial | Investments Visibility |
| Increase visibility into total investment position across counterparties | ⚠️ Partial | Investments Visibility |
| Minimize time spent logging into multiple bank portals to check balances | ✅ Solved | Cash Position & Balances |
| Increase confidence that service entities are adequately funded | ✅ Solved | Cash Position & Balances |
Not Yet Addressed¶
Known outcomes we're not focusing on yet.
| Desired Outcome | Evidence |
|---|---|
| Increase visibility of when invested cash becomes available (forecast integration) | Personio |
| Reduce frequency of overly conservative investment decisions due to lack of data | Personio, Palm Internal |
| Auto-generate investment forecast impacts from instrument terms | Palm Internal |
| Monitor counterparty credit ratings to maintain compliance with investment policy | Personio |
Current Approach¶
Stage: Bicycle (Deliver)
Building unified cash + investments view with split visualizations. Investment positions show alongside operational cash in overview dashboard, forecast chart, and KPIs. Static design validated with Personio and ON — now delivering production-ready implementation.
What's Validated¶
- Cash vs investments split in overview — "Really good to have in a unique view all the different levels of cash" (Personio, 2026-01-28)
- Forecast chart with split — "Looks very good" (ON, 2026-01-28)
- KPIs showing split — Direction validated by both customers
- Flat-line projection for investments (not ML-predicted) — Agreed approach for near-term
Next Milestone¶
Ship unified cash + investments view to production. GraphQL endpoint for combined data still needed.
Feedback Log¶
| Date | Company | Validated | Summary | File |
|---|---|---|---|---|
| 2026-01-28 | Personio | Yes | Direction validated, split view praised, ready to ship | View |
| 2026-01-28 | ON | Yes | Direction validated, unified view praised, ready for next stage | View |