Module 1
Treasury management and asset security
Funds protected from loss, theft or a single compromised account, and safer keyholders.
Custody risk assessment, treasury and security policies, security provider recommendations, insurance review.
Module 2
Reserves, hedging and runway
You know your runway, and a drop in token prices can't threaten operations.
Runway model and budget, conversion and hedging framework, reserve recommendations.
Module 3
Internal controls assessment
You know which controls work, which don't, and what to fix first.
Control matrix, design and operating tests, segregation of duties analysis, remediation plan.
Module 4
Payment administration and financial operations
Contributors and vendors paid accurately and on time, without taking founder time.
Payment workflow and approval matrix, payment calendar, ongoing administration.
Module 5
Compliance and contributor arrangements
Legal, tax and classification risks found and resolved before they become liabilities.
Compliance register, classification review, sanctions screening, compliance calendar.
Module 6
Accounting systems and financial reporting
Accurate, reconciled books and a monthly view of balances, spending and runway.
Accounting system setup, reconciliations, monthly close and reporting package.
Module 7
Agreements and operational processes
Consistent agreements and invoices, and routine processes that run the same way every time.
Agreement and invoice standards, documented core procedures.
Module 8
Written policies and audit documentation
Policies that are written, followed and audit-ready, with access and personal data protected.
Approved policies, expense workflow, audit documentation, access and data protection reviews.
Ongoing · hourly with a weekly cap
General fractional COO/CFO support
A standing senior operations and finance lead: planning and budgets, board and funder reporting, vendors and systems, people operations, and keeping policies current as you grow.