Overview
An introductory session for founders who are setting up reserves for the first time. We cover reserve category definitions, basic offline custody documentation, and what your accountant needs at year-end.
What you learn
- How to distinguish operating reserves from strategic holdings
- Minimum documentation for cold wallet custody
- Common reconciliation mistakes at the pre-Series A stage
- When to commission a full segregation plan
Next step
Book a briefing — no preparation required beyond a general sense of your current reserve structure.