Institutional Fund Management

Multi-user funds, risk controls, multi-sig approvals & investor portal for professional crypto operations.

Elite+
Multi-User Funds
Multi-Sig Approval
Compliance Export
Investor Portal

Total AUM

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No fund selected

NAV / Share

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--

Team Members

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--

Pending Approvals

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Multi-sig queue
Overview
Team & Roles
Multi-Sig Approvals
Investor Portal
Trade Log
Compliance
Fund Settings

Fund Performance

Daily P&L
$0.00
High-Water Mark
$0.00
Mgmt Fee
2.0%
Perf Fee
20.0%

Top Performers

No performance data yet.

Risk Exposure by Trader

No members yet.

Team Members & Roles

TraderRoleAllocationRealized P&LMax DrawdownDaily LimitStatus
Select a fund to view members

Role Hierarchy

Fund Admin
Full control — manage all traders, see all data, change settings, approve all trades
Portfolio Manager
Trade within allocated capital, view fund-level data, manage junior traders
Trader
Execute trades within their allocation only, log trades, request approval for large orders
Viewer
Read-only access to fund performance and trade history

Risk Limits Reference

Max Drawdown
Auto-disables trading when unrealized loss exceeds X% of allocation
Daily Loss Limit
Hard stop for the trading day — resets at midnight UTC
Max Position Size
Per-trade cap in USD — prevents oversized single bets
Max Leverage
Cap on notional/margin ratio for this trader
Approved Assets
Whitelist of symbols this trader can execute on

Pending Approvals

✅

No pending approvals

Submit Approval Request

Approval History

No history yet.

LP Investors

Total Invested

$0

Current Value

$0

Avg Return

0%
InvestorTypeInvestedSharesCurrent ValueReturnKYCStatus
Select a fund to view investors

Fund Trade Log

Log a Trade
TimeTraderSymbolSideSizePriceNotionalP&LModeVenue
No trades logged yet

Compliance Suite

Audit-Ready Trade Export
CSV with all trades, timestamps, venues, P&L attribution
KYC/AML Framework
Investor verification status tracking — plug in provider (Chainalysis, Elliptic) later
Framework Ready
Multi-Sig Approval Trail
Immutable record of who approved/rejected each large trade, with timestamps
Best Execution Documentation
Price improvement metrics from dark pool and block trade execution

Regulatory Templates

SEC Form 13F Framework
Quarterly institutional disclosure template
Template
MAS Digital Payment Reporting
Singapore regulatory framework
Template
FCA Crypto Asset Disclosure
UK registration framework
Template
Monthly NAV Statement
LP-ready performance report template

Conflict of Interest Register

Conflict of interest logging tracks instances where fund traders may have personal positions in assets they're managing on behalf of the fund. This module is ready for integration — connect to your internal compliance workflow via the audit export API.

Fund Configuration

Select a fund to view settings.

Multi-Sig Thresholds

Configure when trades require multiple approvers. Larger funds typically require 2-of-3 or 3-of-5 approval for trades above a set USD threshold.
Min Trade Size for Approval
$50,000
Required Approvers
2
Approval Timeout
60 min