Monetary growth playbook

Put "Monetary (formerly DebtBook)" in the title and first line of the homepage, product, pricing and story pages for the next year; rename the 21 story URLs with redirects; update every directory listing (G2, Capterra, GFOA and state association vendor lists, LinkedIn, Google Business Profile); and buy brand-plus-category search terms like "Monetary treasury software".

A rebrand is the one moment a company can lose its own name in search. Keeping the old name attached costs nothing and protects every inbound lead the SDR team works.

• Keeping the old name slows the new brand

  Drop the "formerly" line after 12 months or when brand clicks recover.

• programmable.infoSite scan: WordPress behind Cloudflare and NitroPack; SOC 1, SOC 2 and CSA STAR listed; DMARC policy "none"; 69 news mentions of "monetary" in 30 days, the latest an IMF "International Monetary and Financial Committee" briefing, so the new name shares the word with monetary policy news; debtbook.com now redirects to monetaryhq.com/?from=debtbook.Source
• Your websiteRebrand release (October 12, 2026): DebtBook is now Monetary; name and visual identity only, no change to contracts, data or support teams; CEO Tyler Traudt says finance teams face budget limits and retiring staff, and introduces Marty, the AI analyst with traceable answers.Source
• Your websiteClient stories: 21 stories, every URL still under the DebtBook name (for example "unc-charlotte-saved-students-600000-in-fees-with-debtbook", "how-a-four-person-team-manages-1b-in-debt-with-debtbook", Milwaukee "from three to four days to 30 minutes").Source
• HiringSales Development Representative: researches local governments, higher education and healthcare, works inbound leads and runs cold calls, email and social outreach, with messaging tied to "GASB 87 and GASB 96 compliance"; measured on pipeline and qualified meetings.Source

A two-touch sequence to every customer with one product: "Same team, same contract, new name, and here is what Monetary now does with your cash and investments." Offer a 20-minute cash position review using their own bank file.

Customers already trust the support team (99% satisfaction), so the cash and investment pitch starts from goodwill; the rebrand gives a natural, non-salesy reason to reach out this month.

• Customers read it as an upsell push

  Lead with "nothing changes for you" and the support contacts.

• Your websiteRebrand release (October 12, 2026): DebtBook is now Monetary; name and visual identity only, no change to contracts, data or support teams; CEO Tyler Traudt says finance teams face budget limits and retiring staff, and introduces Marty, the AI analyst with traceable answers.Source
• HiringMid-Market Account Manager: sells to "smaller and emerging customers" while "renewing their existing book of business", aligned with CSMs so customers know the value of their existing products, and prospects inside the territory.Source
• Your websiteHomepage: "The most sophisticated treasury platform — built for government and nonprofit"; 2,000+ government and nonprofit organizations, 50 states, $600B in public sector debt under management, 99% support satisfaction; debt data in 5 minutes instead of 2-3 hours, schedules in 30 minutes instead of 3-4 days; logos include LA Metro, County of LA, Port of Portland, City of Raleigh, UNC System, State of Nevada, Milwaukee and Durham.Source
• HiringSenior Product Manager, Cash & Payments: bank connectivity (aggregators, direct feeds, BAI2, CSV, ISO 20022), reconciliation, cash positioning for "a treasurer who needs an accurate cash position before 10am", payment controls including positive pay; runs early adopter programs and sets positioning, packaging and pricing inputs with GTM.Source

Build /compare/ pages for Kyriba, GTreasury, spreadsheets and ERP modules, with a table on what public finance needs: bond debt service, GASB 87 and 96, board-approved investment policies, multiple depositories, EMMA disclosures and public procurement. The Solutions Engineer checks each row against the demo.

Buyers in procurement need a written comparison for their evaluation memo; the Solutions Engineer already answers these questions on every call.

• Competitor claims go stale

  Date the table and link each source.

• Your websiteBlog: about 276 posts and 252 release notes; recent posts include "Kyriba alternatives: we evaluated 6, here's our pick", "GTreasury competitors and alternatives", a check fraud guide, "what system is protecting your public funds from fraud" and a private business use calculator walkthrough.Source
• Competitor researchMonetary's own blog compares itself with corporate treasury systems Kyriba and GTreasury; lease accounting tools and ERP modules (and spreadsheets, per its "switching from spreadsheets" checklist) are the other incumbents.See the research Source
• Your websitePage sitemap: 101 pages including 7 vertical pages, 3 role pages, GASB 87/96 pages, nine checklists, an incremental borrowing rate template, an embedded lease worksheet, two FDTA (Financial Data Transparency Act) pages and legacy /debtbook/ pages; no comparison pages and no state pages.Source
• HiringSolutions Engineer: presales for new logos and expansion across Debt Management, Cash Management, Investment Management, Lease Management and add-on modules; tailored demos and handoff to Implementation.Source

A procurement page with what a purchasing officer needs: cooperative and piggyback contract options, existing public contracts other entities can reference, sole-source justification template, SOC 1 and SOC 2 request form, insurance certificate, W-9, accessibility statement, sample MSA and the implementation timeline.

Shortening procurement shortens the whole sales cycle, and the documents already exist across the legal and security pages.

• Piggyback rules vary by state

  Have counsel review which contracts can be referenced and where.

• Your websitePricing page: no list prices, "Get a custom quote" for each product; Leases & Subscriptions has a Starter package (up to 15 agreements, 2 users) and Complete; "No free trials"; no mention of cooperative purchasing contracts.Source
• HiringEnterprise Account Executive (Charlotte, posted October 2026): full cycle on enterprise public sector accounts, "collaborate with the marketing, SDR, and partnership team to build a pipeline", value presentations for finance leaders, and "navigate procurement and contract negotiations"; 5-7 years of new-logo sales.Source
• Your websitePage sitemap: 101 pages including 7 vertical pages, 3 role pages, GASB 87/96 pages, nine checklists, an incremental borrowing rate template, an embedded lease worksheet, two FDTA (Financial Data Transparency Act) pages and legacy /debtbook/ pages; no comparison pages and no state pages.Source
• programmable.infoSite scan: WordPress behind Cloudflare and NitroPack; SOC 1, SOC 2 and CSA STAR listed; DMARC policy "none"; 69 news mentions of "monetary" in 30 days, the latest an IMF "International Monetary and Financial Committee" briefing, so the new name shares the word with monetary policy news; debtbook.com now redirects to monetaryhq.com/?from=debtbook.Source

For each event, pull the attendee or member list where available, match it to Salesforce, and send a three-touch invite to book 20 minutes at the booth with a state-specific hook (a peer customer in the same state, a state reporting deadline).

Pre-booked meetings turn a booth into a calendar of qualified conversations instead of scanned badges.

• Attendee lists are not shared

  Use the association member directory and last year's attendees instead.

• Your websiteEvents: 33 event pages, including WFOA, CTAT (Texas county treasurers), League of California Cities, NAST (state treasurers), New England States GFOA, TGFOA, APT-US&C, EACUBO, GGFOA, GFOASC, The Bond Buyer Infrastructure, the Monetary Exchange user event (October 7, 2026), the "Full Disclosure Live" series and product tours.Source
• HiringSales Development Representative: researches local governments, higher education and healthcare, works inbound leads and runs cold calls, email and social outreach, with messaging tied to "GASB 87 and GASB 96 compliance"; measured on pipeline and qualified meetings.Source
• Your websiteHomepage: "The most sophisticated treasury platform — built for government and nonprofit"; 2,000+ government and nonprofit organizations, 50 states, $600B in public sector debt under management, 99% support satisfaction; debt data in 5 minutes instead of 2-3 hours, schedules in 30 minutes instead of 3-4 days; logos include LA Metro, County of LA, Port of Portland, City of Raleigh, UNC System, State of Nevada, Milwaukee and Durham.Source

A /customers/<state>/ page for each state listing public customers (with permission), their stories, the state's reporting rules and the state association events Monetary attends.

A treasurer searching "debt management software North Carolina" finds a list of peers; the SDR opens every call with names the prospect knows.

• Customers decline to be named

  Show counts and types ("14 counties") where names are not allowed.

• Your websiteHomepage: "The most sophisticated treasury platform — built for government and nonprofit"; 2,000+ government and nonprofit organizations, 50 states, $600B in public sector debt under management, 99% support satisfaction; debt data in 5 minutes instead of 2-3 hours, schedules in 30 minutes instead of 3-4 days; logos include LA Metro, County of LA, Port of Portland, City of Raleigh, UNC System, State of Nevada, Milwaukee and Durham.Source
• Your websiteClient stories: 21 stories, every URL still under the DebtBook name (for example "unc-charlotte-saved-students-600000-in-fees-with-debtbook", "how-a-four-person-team-manages-1b-in-debt-with-debtbook", Milwaukee "from three to four days to 30 minutes").Source
• Your websiteNews: recent "selects" announcements include the Colorado Department of the Treasury, University of Arizona, Riverside County, LA Metro (debt, then cash management), the District of Columbia OCFO, the Indianapolis bond bank, the New Hampshire Municipal Bond Bank and Northeastern University; PFM and its Synario modeling business announced a strategic partnership on February 18, 2026.Source
• Your websitePage sitemap: 101 pages including 7 vertical pages, 3 role pages, GASB 87/96 pages, nine checklists, an incremental borrowing rate template, an embedded lease worksheet, two FDTA (Financial Data Transparency Act) pages and legacy /debtbook/ pages; no comparison pages and no state pages.Source

A sign-up where an issuer enters its name and gets a monthly email of its outstanding callable bonds and an estimated present-value savings range, with a link to talk to the team. Built from public data the Quantitative Strategy Group already licenses.

It gives the SDR a reason to call that is about the prospect's money, and it puts the new Markets data to work on both sides of the market.

• Looks like municipal advice

  Show ranges, not recommendations, and keep the regulatory disclaimer on every email.

• Advisors see it as competition

  Offer it to advisors to send to their own clients too.

• Your websiteMonetary Markets announcement (October 14, 2026): an AI-native capital markets platform for investment banks, commercial banks and municipal advisors, with municipal reference data, a structuring engine on client debt schedules, daily refunding candidates across a firm's coverage, and Marty; Monetary already serves "more than 20% of the top 1,000 municipal obligors".Source
• HiringAssociate Quantitative Strategist, Quantitative Strategy Group: market data provider evaluation, internal benchmarks (peer grouping, normalization), and discovery for "issuer-facing and professional-facing applications".Source
• HiringSales Development Representative: researches local governments, higher education and healthcare, works inbound leads and runs cold calls, email and social outreach, with messaging tied to "GASB 87 and GASB 96 compliance"; measured on pipeline and qualified meetings.Source

A formal program for municipal advisors and bond counsel: shared client workspaces, a referral fee or co-sourcing package, joint webinars, and a partner page listing them by state.

Advisors sit in every debt issuance and know when a client is struggling with schedules or disclosure; one advisor can bring several issuers.

• Advisor independence rules

  Disclose referral arrangements and get counsel review.

• Your websiteNews: recent "selects" announcements include the Colorado Department of the Treasury, University of Arizona, Riverside County, LA Metro (debt, then cash management), the District of Columbia OCFO, the Indianapolis bond bank, the New Hampshire Municipal Bond Bank and Northeastern University; PFM and its Synario modeling business announced a strategic partnership on February 18, 2026.Source
• Your websiteMonetary Markets announcement (October 14, 2026): an AI-native capital markets platform for investment banks, commercial banks and municipal advisors, with municipal reference data, a structuring engine on client debt schedules, daily refunding candidates across a firm's coverage, and Marty; Monetary already serves "more than 20% of the top 1,000 municipal obligors".Source
• HiringEnterprise Account Executive (Charlotte, posted October 2026): full cycle on enterprise public sector accounts, "collaborate with the marketing, SDR, and partnership team to build a pipeline", value presentations for finance leaders, and "navigate procurement and contract negotiations"; 5-7 years of new-logo sales.Source

Segment prospects by fiscal year end, then send the lease and subscription checklist, the embedded lease worksheet and an audit-prep webinar invitation eight weeks before their audit. Offer the Starter package for small entities.

The same message lands far better eight weeks before an audit than at a random time of year.

• Auditors are seen as endorsing a vendor

  Invite customer accountants rather than audit firms.

• HiringMid-Market Account Executive: new logos in mid-sized organizations, product demos for finance leaders; bonus points for selling to state and local government, higher education or healthcare, a land-and-expand motion, and familiarity with GASB 87 and GASB 96.Source
• HiringSales Development Representative: researches local governments, higher education and healthcare, works inbound leads and runs cold calls, email and social outreach, with messaging tied to "GASB 87 and GASB 96 compliance"; measured on pipeline and qualified meetings.Source
• Your websitePage sitemap: 101 pages including 7 vertical pages, 3 role pages, GASB 87/96 pages, nine checklists, an incremental borrowing rate template, an embedded lease worksheet, two FDTA (Financial Data Transparency Act) pages and legacy /debtbook/ pages; no comparison pages and no state pages.Source
• Your websitePricing page: no list prices, "Get a custom quote" for each product; Leases & Subscriptions has a Starter package (up to 15 agreements, 2 users) and Complete; "No free trials"; no mention of cooperative purchasing contracts.Source
• Your websiteEvents: 33 event pages, including WFOA, CTAT (Texas county treasurers), League of California Cities, NAST (state treasurers), New England States GFOA, TGFOA, APT-US&C, EACUBO, GGFOA, GFOASC, The Bond Buyer Infrastructure, the Monetary Exchange user event (October 7, 2026), the "Full Disclosure Live" series and product tours.Source

Recruit 15 debt customers into a cohort with a clear promise (an accurate cash position every morning before 10am), report progress monthly, and publish each customer's before and after as they go live.

Publicly measured early results give Sales proof for a new product, and customers like being named first.

• A public program exposes delays

  Report what is live and what is next; keep bank-specific issues private.

• HiringSenior Product Manager, Cash & Payments: bank connectivity (aggregators, direct feeds, BAI2, CSV, ISO 20022), reconciliation, cash positioning for "a treasurer who needs an accurate cash position before 10am", payment controls including positive pay; runs early adopter programs and sets positioning, packaging and pricing inputs with GTM.Source
• Your websiteNews: recent "selects" announcements include the Colorado Department of the Treasury, University of Arizona, Riverside County, LA Metro (debt, then cash management), the District of Columbia OCFO, the Indianapolis bond bank, the New Hampshire Municipal Bond Bank and Northeastern University; PFM and its Synario modeling business announced a strategic partnership on February 18, 2026.Source
• Your websiteHomepage: "The most sophisticated treasury platform — built for government and nonprofit"; 2,000+ government and nonprofit organizations, 50 states, $600B in public sector debt under management, 99% support satisfaction; debt data in 5 minutes instead of 2-3 hours, schedules in 30 minutes instead of 3-4 days; logos include LA Metro, County of LA, Port of Portland, City of Raleigh, UNC System, State of Nevada, Milwaukee and Durham.Source

An annual report and an interactive page: debt cost by entity type and size, idle cash, bank fees, time to close the books, lease and subscription counts. Customers see their own peer position inside the product.

Benchmarks get quoted by press and associations, earn links, and give the Account Manager a reason to meet every customer once a year.

• Customers object to data use

  Aggregate only, minimum group sizes, and an opt-out.

• HiringAssociate Quantitative Strategist, Quantitative Strategy Group: market data provider evaluation, internal benchmarks (peer grouping, normalization), and discovery for "issuer-facing and professional-facing applications".Source
• Your websiteHomepage: "The most sophisticated treasury platform — built for government and nonprofit"; 2,000+ government and nonprofit organizations, 50 states, $600B in public sector debt under management, 99% support satisfaction; debt data in 5 minutes instead of 2-3 hours, schedules in 30 minutes instead of 3-4 days; logos include LA Metro, County of LA, Port of Portland, City of Raleigh, UNC System, State of Nevada, Milwaukee and Durham.Source
• Your websiteEvents: 33 event pages, including WFOA, CTAT (Texas county treasurers), League of California Cities, NAST (state treasurers), New England States GFOA, TGFOA, APT-US&C, EACUBO, GGFOA, GFOASC, The Bond Buyer Infrastructure, the Monetary Exchange user event (October 7, 2026), the "Full Disclosure Live" series and product tours.Source

Rewrite each story with a results box (entity type, state, products, three numbers), retitle under Monetary, add filters by vertical and product, and record a 60-second video clip with the customer at the next state event.

Account Managers and AEs need a peer story in the prospect's vertical within seconds.

• Approvals take long

  Ask for numbers the customer has already said publicly.

• Your websiteClient stories: 21 stories, every URL still under the DebtBook name (for example "unc-charlotte-saved-students-600000-in-fees-with-debtbook", "how-a-four-person-team-manages-1b-in-debt-with-debtbook", Milwaukee "from three to four days to 30 minutes").Source
• Your websiteHomepage: "The most sophisticated treasury platform — built for government and nonprofit"; 2,000+ government and nonprofit organizations, 50 states, $600B in public sector debt under management, 99% support satisfaction; debt data in 5 minutes instead of 2-3 hours, schedules in 30 minutes instead of 3-4 days; logos include LA Metro, County of LA, Port of Portland, City of Raleigh, UNC System, State of Nevada, Milwaukee and Durham.Source
• HiringMid-Market Account Manager: sells to "smaller and emerging customers" while "renewing their existing book of business", aligned with CSMs so customers know the value of their existing products, and prospects inside the territory.Source

Split the 800 by state, type and current tool; assign AEs; for each, build a one-page brief (debt outstanding, peers on Monetary, upcoming issuance), and run a coordinated sequence of executive email, advisor introduction and event meeting.

Enterprise public accounts buy slowly and rarely; a named list worked consistently for a year beats broad outreach.

• Long cycles hide progress

  Track meetings and stage moves, not only closed deals.

• Your websiteMonetary Markets announcement (October 14, 2026): an AI-native capital markets platform for investment banks, commercial banks and municipal advisors, with municipal reference data, a structuring engine on client debt schedules, daily refunding candidates across a firm's coverage, and Marty; Monetary already serves "more than 20% of the top 1,000 municipal obligors".Source
• HiringEnterprise Account Executive (Charlotte, posted October 2026): full cycle on enterprise public sector accounts, "collaborate with the marketing, SDR, and partnership team to build a pipeline", value presentations for finance leaders, and "navigate procurement and contract negotiations"; 5-7 years of new-logo sales.Source
• Your websiteNews: recent "selects" announcements include the Colorado Department of the Treasury, University of Arizona, Riverside County, LA Metro (debt, then cash management), the District of Columbia OCFO, the Indianapolis bond bank, the New Hampshire Municipal Bond Bank and Northeastern University; PFM and its Synario modeling business announced a strategic partnership on February 18, 2026.Source
• Your websiteHomepage: "The most sophisticated treasury platform — built for government and nonprofit"; 2,000+ government and nonprofit organizations, 50 states, $600B in public sector debt under management, 99% support satisfaction; debt data in 5 minutes instead of 2-3 hours, schedules in 30 minutes instead of 3-4 days; logos include LA Metro, County of LA, Port of Portland, City of Raleigh, UNC System, State of Nevada, Milwaukee and Durham.Source

For each customer, show which of Debt, Cash, Investments, Leases & Subscriptions, Contracts and add-ons they own, the next logical one by entity type, and a renewal-timed bundle offer.

Selling a second module to an existing public customer usually needs less procurement than a new logo, and renewal is the natural time to add it.

• Bundles cut price

  Bundle only modules with low delivery cost.

• HiringMid-Market Account Manager: sells to "smaller and emerging customers" while "renewing their existing book of business", aligned with CSMs so customers know the value of their existing products, and prospects inside the territory.Source
• HiringSolutions Engineer: presales for new logos and expansion across Debt Management, Cash Management, Investment Management, Lease Management and add-on modules; tailored demos and handoff to Implementation.Source
• Your websitePricing page: no list prices, "Get a custom quote" for each product; Leases & Subscriptions has a Starter package (up to 15 agreements, 2 users) and Complete; "No free trials"; no mention of cooperative purchasing contracts.Source
• HiringMid-Market Account Executive: new logos in mid-sized organizations, product demos for finance leaders; bonus points for selling to state and local government, higher education or healthcare, a land-and-expand motion, and familiarity with GASB 87 and GASB 96.Source

Interactive click-through tours for treasurers, accountants and banks and advisors, one per module, on the role pages; a short form after the second tour routes to the SDR.

Prospects who have already seen the product arrive at a demo with real questions, which shortens cycles and frees Solutions Engineer time.

• Prospects skip the live demo

  That is fine if they book a scoping call instead.

• HiringSolutions Engineer: presales for new logos and expansion across Debt Management, Cash Management, Investment Management, Lease Management and add-on modules; tailored demos and handoff to Implementation.Source
• Your websitePage sitemap: 101 pages including 7 vertical pages, 3 role pages, GASB 87/96 pages, nine checklists, an incremental borrowing rate template, an embedded lease worksheet, two FDTA (Financial Data Transparency Act) pages and legacy /debtbook/ pages; no comparison pages and no state pages.Source
• Your websiteEvents: 33 event pages, including WFOA, CTAT (Texas county treasurers), League of California Cities, NAST (state treasurers), New England States GFOA, TGFOA, APT-US&C, EACUBO, GGFOA, GFOASC, The Bond Buyer Infrastructure, the Monetary Exchange user event (October 7, 2026), the "Full Disclosure Live" series and product tours.Source

Build an FDTA module: map existing debt, investment and lease data to the required taxonomy, produce the files, and validate them; sell it to existing customers first and as a wedge to new ones.

A regulatory deadline is the strongest buying reason in public finance, and Monetary already holds the data most issuers would have to assemble by hand.

• The rule timeline slips

  Build the mapping so it also serves disclosure and annual reporting.

• Your websitePage sitemap: 101 pages including 7 vertical pages, 3 role pages, GASB 87/96 pages, nine checklists, an incremental borrowing rate template, an embedded lease worksheet, two FDTA (Financial Data Transparency Act) pages and legacy /debtbook/ pages; no comparison pages and no state pages.Source
• Your websiteHomepage: "The most sophisticated treasury platform — built for government and nonprofit"; 2,000+ government and nonprofit organizations, 50 states, $600B in public sector debt under management, 99% support satisfaction; debt data in 5 minutes instead of 2-3 hours, schedules in 30 minutes instead of 3-4 days; logos include LA Metro, County of LA, Port of Portland, City of Raleigh, UNC System, State of Nevada, Milwaukee and Durham.Source
• HiringSenior Product Manager, Cash & Payments: bank connectivity (aggregators, direct feeds, BAI2, CSV, ISO 20022), reconciliation, cash positioning for "a treasurer who needs an accurate cash position before 10am", payment controls including positive pay; runs early adopter programs and sets positioning, packaging and pricing inputs with GTM.Source

A shared workspace where an advisor can send an issuer a structuring scenario or refunding book that opens in Monetary, with a free issuer view of their own debt; issuers who use it are TMS leads.

It makes each side of the market a channel to the other, which no corporate treasury competitor can copy.

• Advisors fear disintermediation

  Advisors own the shared workspace and see what issuers do with it.

• Your websiteMonetary Markets announcement (October 14, 2026): an AI-native capital markets platform for investment banks, commercial banks and municipal advisors, with municipal reference data, a structuring engine on client debt schedules, daily refunding candidates across a firm's coverage, and Marty; Monetary already serves "more than 20% of the top 1,000 municipal obligors".Source
• Your websiteNews: recent "selects" announcements include the Colorado Department of the Treasury, University of Arizona, Riverside County, LA Metro (debt, then cash management), the District of Columbia OCFO, the Indianapolis bond bank, the New Hampshire Municipal Bond Bank and Northeastern University; PFM and its Synario modeling business announced a strategic partnership on February 18, 2026.Source
• HiringAssociate Quantitative Strategist, Quantitative Strategy Group: market data provider evaluation, internal benchmarks (peer grouping, normalization), and discovery for "issuer-facing and professional-facing applications".Source

Respond to the next solicitations from the national cooperatives used by local governments and universities, then put the contract on the "How to buy" page and in every SDR email.

Removing the RFP step can cut months from a mid-market deal and opens buyers who cannot run an RFP for a small purchase.

• Fixed contract pricing limits discounting

  Set tiers with room for volume.

• Your websitePricing page: no list prices, "Get a custom quote" for each product; Leases & Subscriptions has a Starter package (up to 15 agreements, 2 users) and Complete; "No free trials"; no mention of cooperative purchasing contracts.Source
• HiringEnterprise Account Executive (Charlotte, posted October 2026): full cycle on enterprise public sector accounts, "collaborate with the marketing, SDR, and partnership team to build a pipeline", value presentations for finance leaders, and "navigate procurement and contract negotiations"; 5-7 years of new-logo sales.Source
• HiringMid-Market Account Executive: new logos in mid-sized organizations, product demos for finance leaders; bonus points for selling to state and local government, higher education or healthcare, a land-and-expand motion, and familiarity with GASB 87 and GASB 96.Source

A public page where a visitor types an issuer name and asks Marty questions answered only from public disclosures and market data (outstanding debt, maturities, call dates), with sources shown and a prompt to see the same on their own data.

It shows traceable AI on real public data, which is the hardest claim for an AI analyst to prove in a sales deck.

• A wrong public answer

  Narrow scope, sources shown, and a feedback button.

• Your websiteRebrand release (October 12, 2026): DebtBook is now Monetary; name and visual identity only, no change to contracts, data or support teams; CEO Tyler Traudt says finance teams face budget limits and retiring staff, and introduces Marty, the AI analyst with traceable answers.Source
• Your websiteMonetary Markets announcement (October 14, 2026): an AI-native capital markets platform for investment banks, commercial banks and municipal advisors, with municipal reference data, a structuring engine on client debt schedules, daily refunding candidates across a firm's coverage, and Marty; Monetary already serves "more than 20% of the top 1,000 municipal obligors".Source
• HiringAssociate Quantitative Strategist, Quantitative Strategy Group: market data provider evaluation, internal benchmarks (peer grouping, normalization), and discovery for "issuer-facing and professional-facing applications".Source

Watch public job boards and government HR sites for treasury, debt and accounting postings at target entities, and send a short note: how a four-person team manages $1B, and how Monetary keeps the history when people leave.

A vacancy is a moment of pain and budget review, and the Florence County quote about transitions is the proof.

• Reads as opportunistic

  Offer help, not pressure; mention the story, not the vacancy.

• Your websiteRebrand release (October 12, 2026): DebtBook is now Monetary; name and visual identity only, no change to contracts, data or support teams; CEO Tyler Traudt says finance teams face budget limits and retiring staff, and introduces Marty, the AI analyst with traceable answers.Source
• Your websiteClient stories: 21 stories, every URL still under the DebtBook name (for example "unc-charlotte-saved-students-600000-in-fees-with-debtbook", "how-a-four-person-team-manages-1b-in-debt-with-debtbook", Milwaukee "from three to four days to 30 minutes").Source
• HiringSales Development Representative: researches local governments, higher education and healthcare, works inbound leads and runs cold calls, email and social outreach, with messaging tied to "GASB 87 and GASB 96 compliance"; measured on pipeline and qualified meetings.Source
• Your websiteHomepage: "The most sophisticated treasury platform — built for government and nonprofit"; 2,000+ government and nonprofit organizations, 50 states, $600B in public sector debt under management, 99% support satisfaction; debt data in 5 minutes instead of 2-3 hours, schedules in 30 minutes instead of 3-4 days; logos include LA Metro, County of LA, Port of Portland, City of Raleigh, UNC System, State of Nevada, Milwaukee and Durham.Source

Co-host a half-day public finance forum in four states a year with the state treasurer association or a bond bank customer, recorded for the podcast and the state pages.

Owning the event makes Monetary the host that every attendee meets, and the recordings feed content for a year.

• Seen as a sales event

  Keep sessions peer-led and vendor-neutral.

• Your websiteEvents: 33 event pages, including WFOA, CTAT (Texas county treasurers), League of California Cities, NAST (state treasurers), New England States GFOA, TGFOA, APT-US&C, EACUBO, GGFOA, GFOASC, The Bond Buyer Infrastructure, the Monetary Exchange user event (October 7, 2026), the "Full Disclosure Live" series and product tours.Source
• Your websiteNews: recent "selects" announcements include the Colorado Department of the Treasury, University of Arizona, Riverside County, LA Metro (debt, then cash management), the District of Columbia OCFO, the Indianapolis bond bank, the New Hampshire Municipal Bond Bank and Northeastern University; PFM and its Synario modeling business announced a strategic partnership on February 18, 2026.Source
• Your websiteRebrand release (October 12, 2026): DebtBook is now Monetary; name and visual identity only, no change to contracts, data or support teams; CEO Tyler Traudt says finance teams face budget limits and retiring staff, and introduces Marty, the AI analyst with traceable answers.Source

A short self-assessment (approval chains, segregation of duties, positive pay, vendor bank changes) that produces a scored report and offers a review call with the Solutions Engineer.

Public entities are frequent targets of vendor impersonation and check fraud, so the assessment is both useful and a direct path to the cash management pitch.

• Looks like an audit

  Keep it private and educational.

• HiringSenior Product Manager, Cash & Payments: bank connectivity (aggregators, direct feeds, BAI2, CSV, ISO 20022), reconciliation, cash positioning for "a treasurer who needs an accurate cash position before 10am", payment controls including positive pay; runs early adopter programs and sets positioning, packaging and pricing inputs with GTM.Source
• Your websiteBlog: about 276 posts and 252 release notes; recent posts include "Kyriba alternatives: we evaluated 6, here's our pick", "GTreasury competitors and alternatives", a check fraud guide, "what system is protecting your public funds from fraud" and a private business use calculator walkthrough.Source
• HiringSolutions Engineer: presales for new logos and expansion across Debt Management, Cash Management, Investment Management, Lease Management and add-on modules; tailored demos and handoff to Implementation.Source