Client Notes
Testimonials and project notes from founders who documented their offline treasury continuity.
Testimonials
We had three hardware wallets and a paper backup in a safe, but no single document explained the signing order. The audit produced a custody map our board could actually read. Took two sessions and one revision cycle.
Co-founder, logistics SaaS, Seoul
The recovery runbook was thorough — perhaps more thorough than we needed at our current stage. We kept the full version archived and use a trimmed emergency sheet day to day.
CFO, fintech startup, Singapore
Kim asked questions our lawyer never thought to ask — like what happens if our CTO is on a flight during an emergency. The escalation tree alone justified the session fee.
Founder, DeFi protocol, Hong Kong
Documentation review found that two wallet labels referred to the same device with different names. Small thing, but it would have caused confusion during our Series B diligence.
Head of Finance, gaming studio, Tokyo
Extended note: Series B diligence preparation
Client: B2B payments startup, 28 employees, Seoul
Situation: The company held operating reserves and a treasury allocation across a 2-of-3 multisig arrangement. Two co-founders and the CFO were signers. The lead investor requested custody documentation during Series B diligence. Existing records consisted of a shared spreadsheet with inconsistent wallet names and a Slack thread from setup day eighteen months prior.
Engagement: Cold Storage Documentation Review followed by Treasury Continuity Audit
Outcome: Within four weeks, the team delivered a custody map and recovery runbook to investors. The diligence process added no additional weeks. The CFO noted that the emergency sheet has since been printed and stored separately from the full runbook in two physical locations.
Reservation: The founder mentioned that the initial discovery session felt repetitive for signers who had already discussed custody informally. The structured interview format was necessary for the written output but required scheduling discipline across three busy calendars.