Help your portfolio make every dollar of the raise count.
Primary partners give every portfolio company institutional-grade cash management, yield and FX from day one. Help make the money your founders raise work as hard as they do.
Every dollar of the raise, on one system of record.
From the day the round closes, portfolio companies run cash, yield, FX and payments in one place. Clear enough for a founder, deep enough for an auditor.
Built for your portcos going global.
$18m landed in Chase
Series A funds received from A16Z. Burn for next 3 months is $6m. I've prepared a sweep of $12m into treasury. Confirm?
Idle balances sweep into institutional money market funds, with allocation that respects each company's liquidity needs. Payroll is never locked up.
Learn moreFor internationally expanding companies, FX pricing becomes critical. Convert and settle across currencies at rates that beat incumbent banks.
Learn moreHedge currency exposure as companies expand into new markets and need to protect the downside risk of holding multiple currencies.
Learn moreUse Primary to connect all underlying balances and transactions to your AI tools via MCP. Ask questions, build reports and instruct transfers using natural language.
Learn more
From idle cash put to work to hours handed back to lean finance teams, these results show what's possible when a portfolio runs treasury in one place.
months of average runway extension
average reduction in FX cost vs incumbent banks
yield earned by Primary clients in the past 12 months
One introduction. Your whole portfolio, certified.
Partner with Primary and every company you back gets institutional-grade treasury from day one - runway extended, FX costs cut and cash visible in one place.
Become a partnerGet in touch with our partnerships team.
Tell us about your portfolio and we'll model the impact. Cash, yield and FX across your companies.
- Fast time to valueCompanies live within days of the intro, not quarters.
- Audit-grade by defaultEvery position and movement, reconciled.
- Flexible roll-outAcross the whole portfolio, or starting with a few companies.
Our partners
