Treasury Continuity Audit
A structured review of your offline treasury custody chain, producing written continuity notes your team and board can follow.
Who this is for
Founders and CFOs who moved treasury reserves to hardware wallets or multi-signature arrangements and need a single authoritative document describing who holds keys, where backups live, and how to execute a recovery under stress.
What is included
- Custody chain interview with all key holders (founders, CFO, ops lead)
- Review of existing wallet labels, spreadsheets, and safe-deposit records
- Written custody map with role assignments and geographic distribution
- Recovery runbook with step-by-step authorization sequence
- One revision cycle after internal review
What is excluded
- Legal incorporation of treasury policy into corporate bylaws
- On-site safe installation or physical security hardware
- Transaction execution or key generation on your devices
- Tax structuring or investment allocation advice
Process
Week 1 — Discovery session (90 minutes): We map your current custody arrangement, interview key holders, and collect existing documentation.
Week 2 — Draft review: You receive a draft custody map and recovery runbook. Key holders verify accuracy in a 60-minute review call.
Week 3 — Final delivery: Revised documents delivered as PDF and editable formats, plus a one-page emergency summary sheet.
Preparation
Gather wallet labels, any existing treasury spreadsheets, and confirm all key holders can attend the discovery session. No seed phrases or private keys are collected or viewed during this process.
Next step
Request a treasury continuity audit or review our rates page for scope-based estimates.