Finance

Cash Buffer Policy

A cash buffer policy sets the minimum cash balance the business will maintain to absorb shocks and avoid liquidity crises.

Updated 2026-01-28

Definition

A cash buffer policy sets the minimum cash balance the business will maintain to absorb shocks and avoid liquidity crises.

Formula

Minimum cash = target months of net burn * monthly net burn

Example

If target buffer is 3 months and net burn is $200k, minimum cash is $600k.

How to use it

  • Set buffers based on revenue volatility and access to capital.
  • Revisit the buffer after major headcount or pricing changes.

Common mistakes

  • Using a fixed dollar buffer while burn rate changes.
  • Assuming revolver availability is always fully accessible.

Measured as

Minimum cash = target months of net burn * monthly net burn

Misused when

  • Using a fixed dollar buffer while burn rate changes.
  • Assuming revolver availability is always fully accessible.

Operator takeaway

  • Set buffers based on revenue volatility and access to capital.
  • Revisit the buffer after major headcount or pricing changes.
  • Tie Cash Buffer Policy to the same balance-sheet date, scenario, and decision memo you are using elsewhere in the model.
  • Document which claims, costs, or adjustments your team includes before comparing numbers across forecasts, covenants, or valuation work.

Next decision

  • Read Cash runway: how to estimate burn, break-even, and survival time if the decision depends on interpretation, policy, or trade-offs beyond the raw formula.
  • Decide whether Cash Buffer Policy belongs in cash planning, valuation, or debt monitoring so the number is used in the right model.

Where to use this on MetricKit

Guides