Bitcoin Capital Stack & Treasury Advisory

1.

Bitcoin Treasury Strategy & Policy Design

The output is not a recommendation to allocate. It is the documented framework that makes a sound allocation decision possible — and the framework that protects the directors who make it.

Thesis articulation and board education. Allocation framework and threshold design: initial position, maximum position, rebalancing triggers. Treasury policy drafting. Accounting treatment review under FASB’s updated fair-value standard. Custody architecture selection. Reporting and disclosure framework. Auditor and regulator coordination.

Designed For

Public-company boards, private-company management teams, family offices, and qualified institutional treasuries.

Bitcoin Treasury Strategy and Policy Design

2.

Corporate Capital Allocation Frameworks

Bitcoin per share (BPS) maximization with rigorous attention to dilution, cost basis, and the reflexive dynamics of capital markets.

BPS modeling and tracking infrastructure. Dilution discipline frameworks. Convertible structure analysis. Equity sequencing relative to Bitcoin price action. Treasury rebalancing policies. Shareholder communication architecture.

Designed For

Public and private operating companies pursuing a Bitcoin treasury strategy.

3.

Custody, Multi-Sig & Operational Security Advisory

Vendor-neutral custody architecture and key-management design. The recommendation fits the client, not the referral.

Custody architecture. Key-management policies. Multi-signature design. Cold-storage protocols. Geographic distribution. Succession protocol for signing authority. Periodic-review cadence. Working relationships with BitGo, Anchorage, Fidelity Digital Assets, Coinbase Custody, Casa, and others.

Designed For

Corporate treasuries, family offices, and high-net-worth allocators holding $1M or more in Bitcoin.

Custody, Multi-Sig and Operational Security Advisory

4.

Board & Executive Bitcoin Literacy Programs

Closed-door education delivered over three to six sessions — in person, virtually, or hybrid. Confidentiality is total.

Monetary theory. Bitcoin’s technical foundations. The regulatory and accounting environment. Public-company Bitcoin treasury precedents. Operational and custody considerations. The board-fiduciary framework for evaluating an allocation.

Designed For

Boards of directors, executive teams, family-office investment committees, and institutional fiduciaries.

Board and Executive Bitcoin Literacy Programs

5.

Capital Stack Engineering

The goal of the financing is not the minimum cost of capital. It is the maximum Bitcoin per share.

Convertible note structures: callable, mandatory-convert, perpetual. At-the-market equity programs and the discipline of when to use them. PIPE structures and lock-up architecture. Senior debt with Bitcoin collateral considerations. Preferred equity preserving common-shareholder BPS accretion. Tokenized convertibles where jurisdiction allows.

Designed For

Public, private, and SPAC-structured operating companies pursuing Bitcoin treasury strategies.

6.

Selective Co-Investment & Allocation Partnerships

Not a fund. Not an open offer. A curated channel for the relationships we have built and the conviction we hold.

Selective co-investments alongside clients and on the firm’s account across Bitcoin-native operating companies, treasury vehicles, and specialized credit structures. Allocation governed by qualification, suitability, and the regulatory framework appropriate to each opportunity.

Designed For

Accredited and qualified investors, family offices, and institutional allocators. Subject to appropriate qualification and documentation. Not generally solicited.