Frequently Asked Questions
Answers to common questions about how Crown Capitholm allocates cash, what it costs, and how your business stays in control at every step.
What exactly does Crown Capitholm do with my business cash?
Crown Capitholm uses an automated allocation engine to move idle operating cash into a curated set of short-term, liquidity-focused instruments. The goal is to keep working capital productive without disrupting your day-to-day cash flow needs.
Who is Crown Capitholm built for?
Crown Capitholm is designed for small and medium-sized businesses in New Zealand that hold operating cash reserves and want a more structured, transparent way to manage that balance without hiring a treasury team.
Is there a minimum balance required to get started?
Requirements vary depending on your business profile and are confirmed during onboarding. Request access to speak with the team about what applies to your situation.
How does the "zero fees" model work?
Crown Capitholm does not charge trading commissions or ongoing management fees on the allocation service itself. Any applicable costs, if they exist for specific features, are disclosed clearly before you commit to anything.
Can I access my funds whenever I need to?
Liquidity terms depend on the allocation settings you choose. Crown Capitholm is built around short-term, liquidity-aware strategies, and access windows are explained in full during setup so there are no surprises.
How does the AI decide where to allocate cash?
The system evaluates factors such as your cash flow patterns, risk preferences, and liquidity requirements to guide allocation decisions. You can review and adjust settings at any time through your dashboard.
Is my business cash safe?
Risk management is built into how allocations are structured, and every decision prioritises capital preservation alongside performance. Specific risk disclosures are provided during onboarding so you understand the full picture before proceeding.
What information do I need to provide to sign up?
Onboarding typically requires standard business verification details. The exact requirements are confirmed once you request access, and the team will walk you through each step.
Can I stop using Crown Capitholm at any time?
Yes. There is no long-term lock-in required to use the platform. Any specific notice periods tied to liquidity settings will be outlined clearly in your account terms.
How do I track performance and reporting?
Your dashboard provides an overview of allocations and activity so you can monitor how your cash is being managed on an ongoing basis, without needing to log spreadsheets manually.
Does Crown Capitholm integrate with my existing accounting tools?
Integration capabilities depend on your current setup and are discussed during the onboarding conversation, so the platform fits into your existing workflow rather than replacing it.
How do I get started with Crown Capitholm?
Request access through the form on this site. A member of the team will follow up to confirm eligibility, walk through the onboarding process, and answer any remaining questions specific to your business.
Still have questions?
Reach out and the Crown Capitholm team will help you find the answer.