Engagement Path

Corporate finance teams rarely need another introductory call. They need a predictable sequence from intake to a signed-off memorandum. This page maps that path for our flagship Stablecoin Reserve Planning Engagement.

• 1. Intake note

  You send current balance extracts, known settlement obligations, and the decision deadline. We confirm fit and quote within two business days.

• 2. Balance map session

  We label operating float versus strategic holdings and list venues, issuers, and counterparties as your desk actually uses them.

• 3. Stress assumptions

  Together we choose redemption and conversion assumptions that match your banking relationships — not generic market scenarios.

• 4. Floors and bands

  Reserve floors and capital allocation bands are drafted, challenged, and revised with your nominated stakeholders.

• 5. Memorandum delivery

  You receive the final memorandum plus one clarification call within thirty days. Optional Crypto Portfolio Desktop record-keeping remains separate via Microsoft Store.

Preparation checklist

• Latest stablecoin balance by venue and issuer
• Thirty- to ninety-day view of known outflows
• Names of stakeholders who must approve the memorandum
• Any existing draft policy language (even incomplete)

Natural next step

If this sequence matches the work ahead, browse consultations or write to the desk with your deadline and entity count.