Treasury leadership at Robinhood • Strike • Vacasa • Postmates • Dropbox

Treasury & finance operations built for scaling startups

LSS Research LLC delivers institutional-grade treasury systems, capital raising execution, and finance infrastructure to fintech and high-growth companies.

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✓ Robinhood: $2.8B+ in credit facilities & $18M+ annual bank fee savings
✓ Vacasa: $120M unrestricted cash improvement & $3M annual bank fee reduction
✓ Postmates: Debt execution & financing optimization
✓ Dropbox: Cash forecasting, FX models & treasury system implementation
OUR SERVICES

Expert treasury and finance advisory for startups and fintech

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Treasury Operations

  • ✓ Full treasury build-out & banking infrastructure
  • ✓ Cash management & digital asset treasury
  • ✓ Banking relationships & fee optimization
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Fundraising & Capital

  • ✓ Equity & venture debt processes
  • ✓ Warehouse credit facilities
  • ✓ 3-statement modeling & investor materials
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Finance Infrastructure

  • ✓ Looker / Metabase dashboards
  • ✓ Forecast models & cash visibility
  • ✓ Audit-ready processes & accounting support
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LSS Research LLC

A boutique finance advisory firm delivering the same institutional-grade treasury systems and capital execution expertise used at Robinhood, Postmates, Dropbox, and other leading technology and fintech companies.

I take on selective project-based engagements to help startups and scale-ups build professional finance operations without the cost or distraction of a full in-house team.

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We respond to qualified inquiries within 48 hours. Limited capacity for new projects.

All conversations are confidential.