As financial infrastructure moves onchain, the gap between speed and judgment widens. We work with a small number of clients — funds, protocols, and asset managers — to close it.
Portfolio monitoring, risk analysis, operations, and asset research for real-world and tokenized assets.
Work
Portfolio Monitoring
Sustained visibility across tokenized and real-world positions: vault strategies, tokenized fund shares, and stablecoin allocations. We map exposure across protocols, track performance, and build the picture that standard tooling doesn't.
Risk Advisory
Stablecoins and tokenized assets carry risk profiles that don't map cleanly onto prior frameworks. We assess liquidity, collateral quality, counterparty exposure, and protocol mechanics together. Starting from what's actually there, not what the category implies.
Operations Advisory
As asset managers and protocols move capital onchain through vaults, fund operating systems, and tokenized instruments, the operational surface grows. We help structure the processes, custody arrangements, and reporting layers that keep pace without creating new gaps.
Research & Analysis
From tokenized treasuries and onchain credit to stablecoin yield products, the space of available instruments is expanding quickly. We help clients build the frameworks to understand them: mechanics, trade-offs, and structural characteristics over time.
Clients
- Steakhouse Financial DeFi research, stablecoin strategy, and institutional yield advisory
- Grove Finance Institutional-grade onchain credit and capital allocation infrastructure