Insight 01

A quarter of rate dispersion

When yields across the branded funds diverged, the engine shifted weight toward stronger funds and short-dated alternatives — small decisions, compounded, inside the mandate throughout.

Insight 02

The removal test

Modelled removal of ScaleUp mid-quarter: the institution simply held its brand-name positions in its own account. Nothing to unwind, no gate, no new counterparty. That's the design.

"Dispatches are illustrative composites describing mechanism and discipline — not client outcomes. Returns are not guaranteed."

CFO

Corporate Treasury

"Embed the alpha engine under your brand and make idle balances a product line — your logo, our engine underneath."

Owner

Wallet Platform

Pricing

Priced on the alpha

A contractual minimum platform layer first; alpha economics recognised only above your agreed net-yield floor. No AUM fee, ever.

Recurring first

Fixed and subscription fees, recognised over the service period, anchor the model with predictable revenue before any alpha economics come into play.

Alpha only when earned

Outcome-share revenue is recognised solely when contractual performance conditions are actually met, not before. We eat last, always by contract.

Balances are not revenue

Alpha-enabled balances are operating indicators only — never revenue, and never client assets carried on ScaleUp's balance sheet.

Platform mandate
minimum platform layer
0.2%/M
Includes:
Core Cash access
Cash MMF wrapper
Cash Portfolios alpha participation
White-label option
No custody taken
No AUM fee
No principal risk
Immediate liquidity
Audit-aware reporting
$0 until your hurdle clears
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The base beneath the dispatches

Direct relationships anchor scale, a fixed floor anchors revenue, and disciplined allocation anchors yield — together forming a resilient, auditable economic base across every Scaleup configuration.

3.2B+
governed
50+
institutional clients
70%
recurring or contract-backed
30%
of revenue outcome-linked, crystallised on realised alpha

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Qualified institutions receive the complete scenario set under NDA through the assessment.

Frequently asked questions

Frequently asked questions ordered by popularity. Remember that if the visitor has not committed to the call to action, they may still have questions (doubts) that can be answered.

Is this a performance-fee business?

No — it is performance-aligned, not performance-only. Core Cash and Cash MMF are fully recurring revenue; Cash Portfolios and White-label carry a contractual 0.2% minimum platform layer before any alpha is recognised. Every configuration contributes a floor first; upside sits on top, never alone.

Why do configurations yield differently?

Because monetisation depth differs by design. Cash Portfolios lead because alpha participation sits atop the 0.2% platform floor. Cash MMF is deliberately low-yield and high-stability. White-label blends wrapper fees with alpha economics. The mix reflects each configuration's role, not inconsistency.

How is revenue recognised?

Conservatively. Subscription and fixed platform fees are recognised over the service period; outcome-share alpha only when contractual performance conditions are actually met; white-label per partner contract. Alpha-enabled balances are operating KPIs — never revenue, never assets on ScaleUp's balance sheet.

How does white-label pricing work?

Partners embed the alpha engine under their own brand and pay a 0.2% wrapper and platform fee, with alpha economics recognised above it per contract. Your logo, your client relationship, your balance sheet — our engine underneath. Distribution scales without proportional cost on either side.

What is the gross-versus-net position?

Final presentation remains subject to principal/agent accounting review and external audit sign-off — flagged openly as a mark of audit readiness, not aggressive accounting. Since ScaleUp takes no custody, charges no AUM fee and bears no principal risk, the structural position is clean.

Still have questions?

Compliance, audit and mandate specifics are handled directly.