Web3 Strategy & Ecosystem planning

We help you translate your project vision into a scalable, compliant, and well-balanced token economy.

Services include:

•Tokenomics Design: Build sound economic models for your native tokens (e.g., inflation/deflation models, staking, utility flows, governance integration).

•Token Allocation Planning: Strategically distribute tokens across team, investors, community, and treasury with vesting and lock-up strategies.

•Token Launch Planning: Define a timeline and structure for pre-launch, initial release, and post-launch token mechanics, including token unlock schedules.

•NFT & Membership Model Design: Craft pricing, access tiers, and royalty economics for NFT-based utilities.

•DAO Structure Advisory: Guide DAO governance logic, contributor incentives, and token voting rights design.

Licensing & Regulatory Compliance

We help you secure the licenses you need to operate legally in both the U.S. and internationally, while minimizing regulatory risk.

Services include:

•U.S. Money Transmitter Licensing (MTL): Navigate multi-state or single-state MTL registration, including MSB/NMLS filings and ongoing compliance.

•Lending License Advisory: Support for consumer and commercial lending licenses (e.g., California DBO), including lending program compliance.

•SEC / FINRA Regulatory Guidance: Assist with structuring around Reg D, Reg CF, ATS, and security token offering compliance (in partnership with attorneys).

•Global VASP Licensing: Advisory on setting up licensed crypto entities in Singapore, Dubai, BVI, or Cayman.

•AML/KYC Policy Design: Develop internal compliance manuals, risk-based due diligence checklists, and help choose/implement KYC service providers.

•DAO / Foundation Legal Structuring: Assist in forming Wyoming DAOs or offshore foundations and ensuring they’re operationally compliant.

Capital & Entity Structuring

We help you build legally sound and operationally scalable business entities for crypto-native or cross-border financial operations.

Services include:

•Cross-Border Entity Structuring: Advise on how to structure U.S./offshore entities for digital asset issuance and fiat/crypto flows (e.g., Delaware + BVI/Cayman stack).

•Fund Vehicle Setup: LP/GP fund design, SPV syndicates, tokenized funds, and related documentation (in collaboration with legal counsel).

•Convertible Instrument Design: Create SAFE, SAFT, or hybrid instruments that balance legal compliance with token/equity value capture.

•Corporate Governance: Draft and review investor rights, board structures, token vesting agreements, and decision-making frameworks.

Smart Contract Launch Support

You don’t have to be technical — that’s our job. We help you interface effectively with your development teams and manage launch-critical milestones.

Services include:

•Tech Team Communication Bridge: Translate business goals into developer requirements. Ensure your tokenomics, roadmap, and user experience are understood and executable.

•Smart Contract Oversight: Review architecture drafts (e.g., vesting contracts, staking logic), ensure they reflect your business model.

•Security & Audit Planning: Coordinate audit vendor selection (e.g., Certik, OpenZeppelin), prepare audit scopes, and map audit timelines to launch milestones.

•Dev Milestone Planning: Help you set realistic tech sprints tied to product-market fit and investor expectations.

A flagship, monthly retainer service for scaling Web3 or fintech projects

Once your project launches, we stay with you as your fractional CFO, strategic operations partner, and compliance guardian.

Retainer Package Includes:

•Flat-Fee Monthly Advisory: Unlimited async support, monthly check-ins, and cross-functional coordination (tech, legal, product).

•Token Treasury Management: Design multisig wallet architecture, payment flows, stablecoin reserve strategy, contributor payroll schedules.

•Security & Risk Oversight: Identify pre-launch and post-launch risk scenarios (e.g., liquidity crises, token volatility, DAO attacks).

•Audit & Launch Coordination: Ensure your tech, legal, and community arms are aligned for a smooth, secure launch.

•Monthly Financial Reporting: Provide simplified P&L, treasury activity, and key financial metrics to internal teams and investors.

•Annual Tax Return Filing: Coordinate with U.S. CPAs for entity tax filing, K-1 preparation, 1099s, and digital asset tax mapping.

•Regulatory Change Monitoring: Send timely alerts and interpretations of SEC, IRS, FinCEN updates that impact your project.

More AI Tools coming Soon!