What We Deliver
Fund Accounting & Investor Reporting
- Reconcile fund records: Track positions across custodians, exchanges, and staking platforms with precision, and deliver quarterly reports featuring NAV statements, portfolio analytics, liquidity updates, and strategic market insights.
- Manage all tax and regulatory matters: Coordinate annual filings (K1s) and investor reporting, tax basis tracking for digital assets, and liaise directly with external accountants and legal counsel to resolve complexinquiries.
Operations and Risk Management
- Establish and institutionalize operational frameworks: Design best-in-class processes for custody, staking, and treasury operations; implement internal controls to enhance asset security, transaction traceability, and audit readiness.
- Develop and execute comprehensive liquidity and treasury strategies: Optimize yield across on- and off-chain positions, manage cash flow forecasting, and balance short-term liquidity needs with long-term capital deployment.
- Lead financial planning and reporting cycles: Prepare quarterly financials, oversee budgeting and variance analysis, reconcile fund expenses and management fees, and produce clear performance dashboards for leadership and investors.
- Build scalable operational infrastructure: Streamline workflows, document policies and SOPs, implement reporting dashboards, and introduce automation tools to increase transparency and efficiency across all functional areas.
Strategic Partnerships
- Support Web3 projects with go-to-market execution and strategic partnerships: We identify the partners, manage integrations, and drive adoption through targeted co-marketing and ecosystem alignment .
Token Launch
- Comprehensive token launch support from planning through execution: multisig setup, token allocation, custody, lockup management, liquidity provisioning, market making, validator delegation, treasury operations, governance, and stakeholder reporting.
Vendor Implementation
- Develop and execute on premiere vendor due diligence: Conduct rigorous vendor due diligence across security, operational risk, and technical capabilities to select and implement the right Web3 infrastructure partners.