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Nova Ledger
Nova Ledger is an AI treasury desk for mid-market finance teams that connects every bank, card and payment account, provides a live cash view, forecasts cash 13 weeks ahead, and recommends CFO-approved sweeps, FX hedges and yield moves with a one-click approval workflow.
Market Opportunity
An $18B global treasury and cash management software and services market, with a $4.2B SAM among companies with $50-500M revenue in the US, UK and EU.
Vision & Mission
Vision
Autonomous treasury, where cash positions itself and the CFO only approves.
Mission
Give mid-market finance teams the cash tools only large companies could afford.
Product
Key Features
- 1
Unified cash view
Live balances across banks, entities and currencies, refreshed every 15 minutes.
- 2
AI 13-week forecast
Rolling 13-week cash forecast that learns from payables, receivables and payroll calendars.
- 3
Smart sweeps and yield
Moves idle cash into approved money-market and treasury accounts within CFO-set limits.
- 4
FX exposure alerts
Flags currency exposure before month-end and suggests a hedge size with approval workflows.
- 5
Read-only account connections
Connects to every bank, card and payment account across all entities in under a day.
- 6
One-click decisions with audit trail
Recommends sweeps, FX hedges and yield moves for CFO approval in one click with a full audit trail.
Team
Core Team
Alex Morgan
CEO, owns founder-led GTM
10 years in corporate finance and treasury; ran cash management for a 9-entity fintech group. Owns founder-led GTM today: CFO outbound, paid pilot conversion, customer discovery and channel partner development ahead of the first dedicated sales hire.
Priya Raman
CTO, owns security and SOC 2
ML engineer who built payment-volume forecasting models at a global payments company. Owns platform architecture, bank connectivity, data security and the SOC 2 readiness program, from controls and vendor review to the Type II audit.
Daniel Osei
Head of Product
Former product manager for B2B finance software; shipped two ERP integrations.
Advisors
Maria Lopez
Advisor, finance leadership
James Okafor
Advisor, banking partnerships
Interested in Nova Ledger?
Request access to the full data room to review financials, documents and due diligence materials.