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Your entry point depends on your role.
Treasury v2 governance serves different functions depending on where you sit. Select your role below to find the appropriate starting materials, tools, and engagement format.
Board Director
You approve policy.
You need to understand what Treasury v2 governance commits your organization to — and what it protects against — before signing off. Your role is to evaluate the governance architecture, ensure fiduciary alignment, and authorize the policy framework.
Daily Signals for Board Directors
— Board-level governance precedents from peer institutions
— Regulatory developments affecting treasury policy
— Fiduciary risk assessment updates
Risk-Aligned Return Threshold Approach
Allocation Decision Log Template
A working template for logging allocation decisions with pre-defined threshold bands. Includes calibration logic for setting risk-aligned return thresholds and board resolution language for policy approval.
Book a scoping call
Thirty minutes, confidential, NDA on request. It establishes whether the Sale Policy Sprint or the Defensibility Snapshot fits, or whether neither does.
CFO / Treasurer
You own the capital structure decision.
You need calibrated thresholds, reporting specifications, and a governance audit trail that survives scrutiny. Your function requires quantitative frameworks that translate policy intent into measurable allocation parameters.
Daily Signals for CFO / Treasurers
— Market regime indicators for capital allocation
— Accounting standard changes (FASB/IFRS)
— Peer institution treasury disclosures and sizing
Risk-Aligned Return Threshold Approach
Allocation Decision Log Template
A working template for logging allocation decisions with pre-defined threshold bands. Includes calibration logic for setting risk-aligned return thresholds and board resolution language for policy approval.
Book a scoping call
Thirty minutes, confidential, NDA on request. It establishes whether the Sale Policy Sprint or the Defensibility Snapshot fits, or whether neither does.
Treasury Operations
You execute.
You need decision log templates, escalation paths, and operational playbooks that translate board policy into daily workflow. Your function bridges the gap between governance intent and operational reality.
Daily Signals for Treasury Operationss
— Custody and counterparty risk developments
— Operational best practice updates
— Framework calibration signals (BEOL)
Bitcoin Economic Optimization Logic
Reporting and Deployment Tools
A reference card comparing US GAAP fair-value treatment with IFRS, a quarterly reporting checklist, and a liquidity deployment scheduler for operating within board-approved parameters. The impairment decision tree applies to entities on the IFRS cost model; under US GAAP, bitcoin is measured at fair value and there is no impairment test.
Book a scoping call
Thirty minutes, confidential, NDA on request. It establishes whether the Sale Policy Sprint or the Defensibility Snapshot fits, or whether neither does.
Risk / Audit Committee
You verify.
You need documented controls, stress test results, and evidence that governance processes are operating as designed. Your function ensures that treasury operations remain within board-authorized parameters under all market conditions.
Daily Signals for Risk / Audit Committees
— Stress test scenario updates
— Risk framework calibration signals (SRF)
— Governance compliance and audit trail standards
Stress Response Framework
Stress Level Trigger Card
A one-page trigger card mapping drawdown severity levels to pre-authorized actions. Defines who can execute each response tier without convening a full board meeting.
Book a scoping call
Thirty minutes, confidential, NDA on request. It establishes whether the Sale Policy Sprint or the Defensibility Snapshot fits, or whether neither does.