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Highbeam Financial Platform Summary

Jun 16, 2025

Summary

  • This meeting featured Samir (CEO of Highbeam), Sib (co-founder of Branch Furniture), and others discussing Highbeam’s financial platform tailored for consumer brands.
  • Key topics included Highbeam’s automated cash management, banking features, and the upcoming AI intelligence layer for scenario analysis and cash flow forecasting.
  • The panel also discussed customer experiences, product eligibility, and special offers for listeners.
  • Notable discussion points included Highbeam’s treasury management automation and its comparative advantages over traditional banks.

Action Items

  • Immediately – Sib: Create and publish a 10% discount link for Branch Furniture (branchfern.com/operators).
  • Immediately – Samir/Highbeam: Ensure the special landing page for a four-month free AI trial (hibbeam.co/operators) is live and functional.
  • Sib: Share his experience with Highbeam after a few weeks of usage.

Highbeam Overview & Customer Experience

  • Samir introduced Highbeam as a financial platform focused on consumer brands, offering access to optimized financial products, automation, and actionable intelligence.
  • Sib from Branch Furniture highlighted the platform’s importance for businesses focused on profitability and efficiency, emphasizing the need for reliability and strategic partnership post-SVB crisis.
  • Reliable basic banking features (FDIC insurance up to $3M, clean interface) and strong customer service distinguished Highbeam from incumbent banks.
  • Highbeam is specifically designed for the workflow and cash dynamics of consumer brands, supporting complex inflows/outflows, forecasting, and timely cash movement.

Highbeam Product Features & Differentiators

  • Core banking and automation services are free for qualified customers; AI-driven intelligence and scenario modeling are currently offered with a four-month free trial.
  • Automated treasury management—sweeps excess funds from a checking account to high-yield savings or money market accounts—enables clients to maximize returns (e.g., 2.5% to 4%+), with daily transfers and full FDIC insurance through account stratification.
  • The platform automates line of credit management, moving funds to minimize interest payments and maintain liquidity.
  • Highbeam’s AI layer provides live cash flow forecasts, real-time data consolidation from multiple financial sources, scenario analysis, and the ability to answer operational finance questions via AI agents.
  • The system aims to reduce manual finance work, potentially reducing the need for extensive accounting staff.

Eligibility & Offers

  • Highbeam is available to U.S.-based, omni-channel consumer brands with over $1M in annual sales; enhanced onboarding and AI support are provided for brands above $10M in sales.
  • Canadian customers cannot access banking services, but AI features pulling data from Canadian banks may be available in the future.
  • Special offer: Four months of free access to AI features via hibbeam.co/operators for meeting participants and listeners.
  • Branch Furniture is offering a forthcoming 10% discount for operators.

Decisions

  • Only U.S. entities with $1M+ sales are eligible for Highbeam’s banking and automation services — Decision based on the ability to provide high service levels and product value.

Open Questions / Follow-Ups

  • Sib will report back to the group on his experience with Highbeam’s platform in a few weeks.
  • Timing for availability of AI features (without banking) for Canadian entities to be confirmed.