Asset Manager

Updated:

Nilus

Nilus is a asset manager based in New York; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...

Nilus logo

Nilus

Nilus enhances cash visibility, accurate cashflow forecasting, and automated cash accounting for smarter decisions.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Additional offices

Tel Aviv, Israel

Principals

Daniel Kalish

Co-Founder

Danielle Shaul

Co-Founder

Yoram Tietz

Managing Director, General Atlantic

Jeff Epstein

Operating Partner, Bessemer Venture Partners

Adam Fisher

Partner, Bessemer Venture Partners

Sector focus

Enterprise SoftwareFinTechAI/ML

Frequently asked questions

Who runs investment decisions at Nilus?

Nilus is not an investment firm — it does not deploy capital into third-party funds or companies. Operational decisions rest with co-founders Daniel Kalish and Danielle Shaul, who lead the company's product development and go-to-market execution from New York and Tel Aviv, respectively.

How does Nilus source its proprietary technology?

Nilus builds its own agentic treasury software in-house. The platform's connectivity layer integrates with over 20,000 banks, ERPs, and payment service providers, and the firm develops purpose-built AI agents for automation, reporting, analysis, and prediction — all governed by an internally built Assurance Layer that enforces policy checks and audit trails.

Is Nilus structured as a single family office or a venture firm?

Neither. Nilus is a standalone enterprise software company selling an agentic treasury platform to mid-market and enterprise finance teams. It is not a family office, fund, or investment vehicle. Its advisory board includes operators from General Atlantic, Bessemer Venture Partners, and the former CFO of Oracle, but these individuals serve in advisory capacities, not as capital allocators.

Which companies use Nilus, and what does deployment actually replace?

Nilus publicly names Resident, Taboola, Alloy, and Yotpo among its current customers. Deployment replaces the manual assembly of cash positions from multiple bank portals, end-of-month reconciliation sprints, spreadsheet-based cash forecasting, and manual compliance checks — automating workflows that previously consumed 40 or more hours of staff time per month.

How is Nilus different from a treasury management system?

A traditional TMS stores data and manages workflow; Nilus acts on the data. Its agents reason over live transactions, flag anomalies, recommend actions, route approvals, and execute — all within policy guardrails. Critically, Nilus does not replace a company's existing ERP or banking infrastructure but sits on top of it as an execution layer, reading from and writing back to those systems with full audit trails.

What is the 'Assurance Layer' and how does it handle compliance?

The Nilus Assurance Layer is a policy engine that validates every agent-driven action before execution. It enforces payment limits, approval hierarchies, and compliance thresholds — including OFAC sanctions screening and ISO 20022 rules — and generates a full chain-of-thought log for every decision. The firm states these logs are designed to meet SOX audit requirements and are exportable on demand.

What investment stages or asset classes does Nilus target?

Nilus does not invest or allocate capital. Its product modules cover treasury workflows across automation, reporting, analysis, and prediction, including daily cash positioning, 13-week forecasting, intercompany netting, covenant monitoring, and bank-to-GL reconciliation — all delivered as software-as-a-service.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on asset managers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

More New York Asset Manager profiles