ReservX Reviews & Product Details

ReservX brings corporate treasury management within reach of startups and growing businesses, helping them extend their runway with the capital they already have: Every rupee a business raises or earns has a job to do. But not every rupee needs to be spent today. ReservX by DiveX is a corporate treasury management platform designed for startups and growing businesses. It enables businesses to allocate capital across professionally managed, diversified fixed-income portfolios tailored to their cash-flow needs. Whether capital is set aside for upcoming payroll, vendor payments due in a few weeks, or reserves that may not be needed for several months, ReservX helps businesses explore suitable portfolio options based on when they expect to need their funds. Through a single digital platform, businesses can track portfolio allocations and performance, access reporting, and set up team controls that separate transaction initiation from approval. Investment specialists help map business cash-flow requirements to suitable portfolio options, without requiring a dedicated internal treasury team. Key features: Cash-flow-based portfolio allocation: Portfolio options aligned with near-term expenses and capital that may not be needed for weeks or months. Fixed-income investment options: Professionally managed portfolios with indicative annual returns of 6–8%, subject to market conditions and investment risks. Portfolio visibility: Track allocations across funds and fund houses, and monitor portfolio performance. Team access and approvals: Separate transaction initiation from approval. Investment specialist support: Get assistance mapping business requirements to suitable portfolio options. Digital reporting: Access investment information through one platform. Flexible withdrawals: No fixed lock-in period on the investments offered. No penalty on withdrawals unlike FD. Who is ReservX for? Startups that have raised capital and want to make informed decisions about funds they don't need immediately. Bootstrapped businesses and agencies looking to manage reserves alongside their operating expenses. Founders, CFOs and finance teams that need portfolio visibility without building a dedicated treasury function. Our Belief We believe every business deserves access to better treasury management, regardless of its size. Our goal is to make corporate treasury management more accessible to startups and growing businesses, with less complexity and operational overhead.