Skalemint

Practices

Three practices, from first decision to daily operation.

Every institution comes to us with a different starting point. The practices are built around those starting points, and most engagements draw on more than one.

The practices

  1. 01

    Strategy

    Banks, credit unions and wealth managers

    The innovation office you do not have: business case, partner selection and terms, and a launch that risk can approve.

    Where engagements start
    • Which products should we launch, and on what economics?
    • Which bank, processor or custody partners, and on what terms?
    • How do we launch a first product safely?
    Explore
  2. 02

    Treasury

    Family offices, companies and institutions

    Policy, liquidity, settlement and controls for organizations that move money or hold digital assets.

    Where engagements start
    • What should our treasury policy say?
    • How should funds settle across our banks and processors?
    • Who runs it and reports it, month to month?
    Explore
  3. 03

    Finance and operations

    Fintechs, dealers and trading platforms

    Finance leadership for fintechs, dealers and trading platforms, including CFO coverage for registered dealers.

    Where engagements start
    • Are we ready for a bank or partner due diligence?
    • How do we build a finance function that scales, and a margin we can see?
    • Who can act as CFO for our dealer or trading platform?
    Explore

Where each practice applies

The same topics look different to a strategy team, a treasurer and a finance lead. This is how we divide the work.

Where each practice applies, by topic
Topic01Strategy02Treasury03Finance and operations
Card and payment programsStrategyBusiness case, economics and launchTreasurySettlement and funds flowFinanceMargin, reporting and controls
Bank, processor and sponsor partnershipsStrategySelection and commercial termsTreasuryAccounts, liquidity and reconciliationFinanceDue diligence and ongoing reporting
Stablecoins and paymentsStrategyProduct case and partner selectionTreasurySettlement workflows and liquidityFinanceReconciliation and reporting
Custody and safekeepingStrategyBuild, partner or buyTreasuryControl design and segregationFinanceClient asset controls
Trading and market accessStrategyOffering and counterpartiesNot a focus of this practiceFinanceCapital, liquidity and CFO coverage
Balance-sheet holdingsNot a focus of this practiceTreasuryPolicy, limits and approvalsFinanceAccounting and audit support
Regulators, banks and auditorsStrategyGovernance and board papersTreasuryCommittee reportingFinanceDue diligence and filings support

Who we work with

Banks, credit unions and wealth managers are our first focus. The work applies equally to fintechs, payment businesses, dealers, trading platforms, family offices and companies that hold or operate digital assets.

If you are not sure which practice fits, start with a working session. We will say plainly if we are not the right team.

Tell us what you are working on.

We reply within one business day.

Book a working session