When the money lands. A raise, an asset sale, listing proceeds or a loan paid off can leave a company holding cash it does not need yet.
Cash a company does not need yet sits for a quarter or two. The desk that calls in that window is the one that places it.
Who you sell to: The finance head and the treasurer.
A finance head talks to the person who already understands their balance sheet.
Their cash position from their own published accounts, and why this quarter.
Your bank's existing relationship with the company or its board.
A relationship manager at a bank opens the day to one name: a company whose raise closed last month and whose accounts show more cash and investments than in any year before. The record shows the bank already lends to it. The brief gives the manager the finance head, the timing, and the reason to call this quarter.
Claude, Codex or Kimi. Your desk sits in a folder on your side, or on Solo in your own Drive, and the record answers from ours. Drafts for your mail, messages and CRM wait for your word.
No deck. An hour with the people who built it, on your own book.