The Challenge
When DeftHedge first contacted Gilles in mid-March, he listened with interest — but also with skepticism. His FX portfolio was complex, with non-standard exposures, and he had built a solid, tailored Excel framework over time. Why fix what wasn't broken?
But one point stood out: DeftHedge offered not just control over data but a way to structure, secure, and make FX risk management understandable across internal stakeholders. For a fast-growing company like Moustache Bikes, this was becoming increasingly necessary.
“My FX portfolio is complex, and my tools were working. But I needed a way to communicate more clearly and give structure to these figures internally.”
The tipping point? A three-month free trial, allowing Moustache to test the platform with no upfront commitment.
The Solution
DeftHedge's approach was gradual and collaborative. Gilles shared his portfolio and exposures, which the DeftHedge team processed and integrated into the platform. A first walkthrough and analysis session quickly followed.
From the start, the benefits were clear: enhanced analysis, structured data, and a digital platform that could grow with the company’s needs.
“It was easy to get started. The team interaction was smooth and responsive. What impressed me most was how fast the platform adapted to the complexity of my portfolio — without trying to fit me into a box.”
Within the first few weeks, DeftHedge became part of the daily routine: real-time views of FX positions, dashboards for internal use, and simplified monitoring of exposures and hedging instruments.
The Results
Six months into the collaboration, Gilles reports a fundamental shift in how FX risk is managed at Moustache Bikes.
Key improvements include:
-
Significant time savings in data processing and reporting,
-
Full centralization of exposure and hedge data,
-
Clearer, more actionable analysis,
-
Improved internal communication on FX issues, even with non-experts,
-
Efficient and proactive support from the DeftHedge team.
One project remains in progress: automating the integration of general ledger data into the platform. But confidence is high.
“We still need to complete the ledger automation, but I’m optimistic based on the progress and collaboration so far. What we’ve achieved in six months is already a success.”
Additional Insights:
This use case reflects a growing need among international industrial companies: as operations expand across borders, the old Excel-based systems no longer keep up. Companies need structure, speed, and collaboration to stay ahead of risk.
DeftHedge delivers just that — a platform to empower treasury teams, support better decision-making, and turn FX risk into a lever for performance.
“Digitalization brings everything together. All the risk components are now in one place, accessible and actionable. That’s a real operational comfort.”
Outcome Metrics:
- Quick onboarding despite portfolio complexity
- Full structuring of FX risk and hedging logic
- Centralized, readable data for internal decision-makers
- Time saved across analysis and reporting workflows
- Close and effective collaboration with DeftHedge experts
Like Moustache Bikes, you want to secure your FX risk management and gain control over your currency exposure?
Contact our team to see how DeftHedge can support your strategy.
