Treasury v2 adoption pathways hero background

Engagement Programs

Engagement Programs & Investment.

Three tiers. Clear deliverables. Calibrated investment ranges. Each tier bundles the delivery formats it needs; standalone formats are also available à la carte.

1Policy exists on paper.
2Frameworks are calibrated and tested.
3Operations run independently.

Progression is evidence-based. Each tier produces governance artifacts that constitute the prerequisite for the next.

Adoption Tiers

Each tier defines what is built, who participates, and what constitutes completion.

Investment range

$24,000 – $38,000

2-day workshop + 90-day policy integration · Diagnostic-led policy formation

Foundation

Policy prerequisites and governance infrastructure

Establishes the governance prerequisites that must exist before framework calibration can begin. Produces the policy documents, authority structures, and committee mandates required for institutional adoption.

Frameworks

— RARTA — orientation and risk appetite definition

— SRF — awareness and escalation path design

— BEOL — introduction to constraint hierarchy

Timeline

2-day intensive workshop followed by a 90-day policy integration period.

Stakeholders Required

• CFO or Treasurer (sponsor)

• General Counsel

• Board Risk Committee (observer capacity)

• Internal Audit (orientation briefing)

Included Delivery Formats

Board Briefing
Committee Workshop

Deliverables

—Board-approved Bitcoin treasury policy
—Risk appetite statement with preliminary RARTA thresholds
—Escalation authority documentation for SRF activation
—Governance committee mandate and role assignments
—12-month implementation roadmap with milestone definitions

Evidence of Completion

✓ Board resolution approving the Bitcoin treasury policy.

✓ Signed risk appetite statement with defined tolerance bands.

✓ Documented escalation paths with named authorities.

✓ Committee mandates formally adopted.

Cost-of-status-quo anchor

Replaces a $50K–$75K Big-4 readiness assessment with a Bitcoin-specific equivalent.

Request Foundation Briefing

Investment range

$65,000 – $95,000

4-month calibration + 8-month operational support · Full Treasury v2 implementation

Most chosen

Calibration

Framework parameterization, playbook deployment, and committee integration

Parameterizes all four frameworks against the organization's specific capital structure, risk profile, and governance capacity. Produces operational playbooks, decision templates, and reporting specifications.

Frameworks

— RARTA — full threshold calibration to organizational context

— SRF — complete playbook deployment with trigger definitions

— BEOL — initial constraint calibration and baseline metrics

Timeline

4-month calibration program with 8 months of operational support.

Stakeholders Required

• CFO or Treasurer (primary owner)

• Chief Risk Officer or Head of Risk

• Board Risk and Audit Committees

• Treasury operations team

• External auditor (briefing only)

Included Delivery Formats

Board Briefing
Committee Workshop
Stress Simulation

Deliverables

—Calibrated RARTA model with organization-specific allocation thresholds
—SRF playbook with defined trigger levels and response protocols
—BEOL baseline metrics with optimization targets
—Decision log templates integrated into governance audit trail
—Board and committee reporting specifications
—Committee workflow documentation for risk, audit, and treasury functions

Evidence of Completion

✓ RARTA thresholds calibrated and validated against historical data.

✓ SRF playbook tabletop-exercised with documented after-action report.

✓ BEOL baseline established with measurable efficiency metrics.

✓ Decision logs in active production use for at least one quarter.

Cost-of-status-quo anchor

Eliminates 6–9 months of internal policy drafting and outside-counsel review cycles.

Request Calibration Briefing

Investment range

$120,000 – $180,000 / yr

12-month retainer · Annual governance partnership

Standing engagement

Operationalization

Continuous recalibration, stress drills, and autonomous governance

Maintains framework currency as market conditions, regulatory environments, and organizational capacity evolve. Produces recurring stress test results, recalibrated parameters, and compliance-ready documentation.

Frameworks

— RARTA — continuous recalibration against market regime shifts

— SRF — live stress drills with escalation testing

— BEOL — full optimization cycle with efficiency benchmarking

Timeline

12-month continuous engagement with quarterly review cycles.

Stakeholders Required

• Treasury operations team (day-to-day execution)

• CFO (quarterly review and sign-off)

• Board Risk Committee (quarterly briefing)

• External auditor (annual coordination)

Included Delivery Formats

Board Briefing
Committee Workshop
Stress Simulation
Optimization Audit

Deliverables

—Quarterly SRF stress simulations with after-action reports
—RARTA threshold recalibration based on current market regime
—BEOL optimization reports with efficiency delta tracking
—Automated board reporting package
—Annual governance audit preparation materials
—Regulatory change impact assessments

Evidence of Completion

✓ Quarterly stress tests conducted and documented without external facilitation.

✓ RARTA thresholds recalibrated at least once based on regime change.

✓ Board receives automated reporting without manual intervention.

✓ Audit trail complete and current for the entire engagement period.

Cost-of-status-quo anchor

Versus $180K–$300K typical annual advisory dependency. Break-even by month four.

Request Operationalization Briefing

Investment & Procurement

Engagements are scoped to entity scale, regulatory perimeter, and governance maturity — not seat count. Common procurement questions below.

Request a Scoping Discussion

Most engagements begin with a 30-minute scoping call to assess governance maturity, identify gaps, and determine the appropriate starting tier. No obligations.