Crypto · Investment Consulting

Crypto & investment
consulting.

Senior consulting for serious crypto investors and companies. Portfolio strategy, risk, on-chain operations, and independent deal review.

What This Is

Built around how you actually invest.

Most crypto advice is either retail-grade content or someone trying to sell you their bag. This is neither. We work alongside investors and operators on the decisions that actually matter, allocation, risk, custody, on-chain strategy, and independent review of what comes across your desk.

Six Pillars

Where we help.

Portfolio Strategy

Asset allocation, conviction sizing, and rebalancing rules built around your goals, not someone else's narrative.

Risk & Custody

Cold storage architecture, multisig setup, counterparty risk, and operational security across exchanges and wallets.

On-Chain Operations

DeFi positions, staking, liquidity provision and structured strategies, designed and reviewed end to end.

Performance Reporting

Real reporting across wallets and exchanges. Know what your portfolio is actually doing.

Treasury Advisory

Corporate treasury and DAO treasury strategy, yield, hedging, runway and reporting.

New Investment Review

Independent review of deals, tokens, funds and protocols before you put money in.

Engagements

How we work together.

01
Portfolio Build
We design an allocation framework: conviction tiers, position sizing, entry and exit rules. Documented and reviewable, not vibes.
02
Risk Review
We audit your current setup, exchanges, wallets, custody, counterparty exposure, and write up the things that need fixing.
03
On-Chain Strategy
DeFi, staking, structured yield. We design, document and review on-chain positions with eyes wide open on the risks.
04
Deal & Protocol Review
Independent due diligence on tokens, deals, funds and protocols. A second pair of senior eyes before capital goes in.
05
Treasury Advisory
For companies and DAOs holding meaningful crypto. Allocation, yield, hedging, reporting and governance.
06
Ongoing Advisory
Retainer-based sounding board. The investor's equivalent of a senior CFO on call.
Scope

Who does what.

Your Role
  • Share your goals, time horizon and risk appetite
  • Provide a portfolio and activity summary
  • Be honest about what you actually do (and don't) understand
  • Make the calls, we advise, you decide
Our Role
  • Senior, plain-English advisory
  • Written strategy and risk documents
  • Independent review of deals and positions
  • Ongoing access between formal sessions
Pricing

Scoped to your situation.

One-off engagements from $2,500. Ongoing advisory retainers from $1,500 / month, scaled to portfolio complexity and cadence.

Clients

What clients say.

"Genuinely senior thinking on crypto and investment, not the recycled Twitter takes you get everywhere else."

Tim Harper
CEO, Glorious Digital

"Helped me build a real portfolio framework instead of trading on impulse. The difference shows."

Pragnesh Shinde
Investor

"Best advisory relationship I've had across business and crypto investment. Highly recommend."

Josef Rakich
Founder & Investor