Your Treasury Diagnostic Call Is Confirmed
You'll receive a calendar invite and confirmation email shortly. This is a focused 30-minute conversation — no pitch, no pressure. Just a clear picture of where your treasury stands and what the gaps are.
What to Expect on the Call
We'll review your diagnostic results together and discuss what they mean for your specific entity, company, or protocol.
We'll identify the 2–3 highest-priority gaps in your current treasury structure.
You'll leave with a clear sense of what a professionalized treasury looks like for your situation — and what it would take to get there.
If there's a fit, we'll discuss what working together looks like. If there isn't, we'll tell you that too.
Optional: Come Prepared
You don't need to prepare anything for this call — but if you want to make the most of the 30 minutes, having rough answers to these questions will help us go deeper faster.
Know your approximate liquid runway
How many months of operational expenses do you currently hold in cash, cash equivalents, stable reserves, or stablecoins?
Know your largest holding
Roughly what % of the treasury is in its largest asset or native token vs. diversified reserves?
Know your monthly burn rate
Approximate monthly operating expenses — payroll, infrastructure, grants, etc.
Think about your governance structure
Who has authority to execute treasury transactions? What requires board, stakeholder, trustee, or DAO approval?
Bring your biggest open question
What's the one treasury decision you've been putting off or are most uncertain about?
While You Wait
Protocol Wealth, LLC is an SEC-registered investment adviser. Scheduling a consultation does not establish an advisory relationship. Advisory services are provided only under a signed advisory agreement.