Who this is for

Teams that already maintain some treasury documentation but need an external reviewer before a co-founder departure, board review, or annual compliance check.

What is included

  • Review of up to 20 pages of existing documentation
  • Annotated feedback on gaps, ambiguities, and missing custody assignments
  • Priority-ranked list of documentation improvements
  • 30-minute follow-up call to discuss findings

What is excluded

  • Full custody map production (see Treasury Continuity Audit)
  • Recovery runbook drafting
  • Key holder interviews beyond the follow-up call

Next step

Request a documentation review or see rates for bundled options.