Consultation

Portfolio Structure Audit

An evidence-based audit of how crypto portfolio desktop records map to treasury controls and reported stablecoin exposures.

Portfolio Structure Audit
For

Teams reconciling portfolio records with finance controls

Duration

1–2 weeks

Format

Document review plus two clarification calls

Pricing

Quote based on venue and entity count

Location

Remote-first with optional Seoul meeting

What we examine

We compare portfolio records, custody statements, and internal treasury ledgers for gaps: missing venues, unlabeled operating float, or allocation tags that do not match how capital is actually used. Findings are delivered as a structured issue list with severity and suggested owners — not a marketing scorecard.

When to choose this

Choose the audit when numbers disagree across systems, before or after a reserve planning engagement. It does not replace a full reserve memorandum.