What’s this about?
The marketable securities line on the balance sheet shows that a company has invested funds in instruments such as shares, bonds, or funds. Large positions can indicate an aim to manage liquidity, diversify risk, or capture market returns.
What might they need?
- Investment and wealth management services
- Risk management and insurance
- Cash-flow and working-capital tools
- ERP and finance systems
- Tax advisory to optimize returns
How Zefram helps
Zefram is a Finnish, AI-assisted sales agent that identifies companies from broad, real-time business data and handles your sales routines predictably. You save time, improve quality, and make things happen.