Custody & financing

Know how your assets are held and used.

Asset custody and financing are connected decisions. Clear ownership, access controls and collateral terms belong at the center of both.

Custody · Collateral · Financing

Institutions · Corporate treasuries · Funds · Custody and financing partners

EXPLORE THE PRODUCT SCOPE

Custody & financing.

Custody architecture and financing terms need to work together without obscuring ownership, access or counterparty responsibilities.

Digital asset custodyDefine key control, transaction authority and asset access.

Institutional custody design covering hot and cold wallets, multisignature controls, access permissions, asset segregation and security procedures. The scope also addresses key management, recovery, transaction approvals and the respective responsibilities of the company and any custody provider.

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Digital asset lendingExamine financing needs and collateral-backed borrowing terms.

Digital asset-backed loans, institutional borrowing and lending, margin financing and liquidity arrangements. Key terms include collateral eligibility, valuation, loan-to-value limits, interest, repayment, margin calls and the treatment of collateral under stress.

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POTENTIAL APPLICATIONS

Ownership, access and capital—considered together.

Our custody and financing direction covers asset storage, transaction approvals and borrowing against digital assets. Ownership rights, key control, collateral valuation and repayment terms need to be defined separately.

Define custody requirements

Specify wallet arrangements, who controls the keys, who approves transfers and how access can be recovered.

Assess a financing need

Compare the amount needed with eligible collateral, valuation limits, interest, repayment dates and liquidation terms.

Track pledged and available assets

Distinguish assets available for use from those pledged to a lender. Identify the records needed to reconcile each balance.

START WITH THE REQUIREMENTS

A clear brief makes a useful conversation.

These four considerations help define the scope, responsibilities and practical requirements for a proposal.

  1. 01

    Map the assets

    Asset types, networks, ownership arrangements and transaction frequency.

  2. 02

    Assign responsibilities

    Provider roles, key control, approval authority and recovery procedures.

  3. 03

    Specify financing terms

    Collateral eligibility, haircuts, valuation, interest, maturity and margin-call rules.

  4. 04

    Plan stressed conditions

    Liquidity shortfalls, price shocks, provider outages, recovery and collateral release.

KNOW THE CONDITIONS

The risks belong in the decision.

Our approach to risk
Ownership and segregation

A technical wallet design does not by itself establish legal protection. Agreements and provider responsibilities must define the treatment of assets.

Operational and provider risk

Keys, access controls, recovery processes and third-party dependencies can affect the ability to move or recover assets.

Collateral and liquidation

Falling collateral values can require additional assets or repayment. Liquidation may occur during stressed markets and generate losses.

Scope & availability

These areas describe Avermont’s development scope and are not currently offered to clients. Availability depends on applicable permissions, jurisdiction, eligibility, counterparties and final terms. Read the legal information.

PARTNERSHIPS & INQUIRIES

Discuss custody or financing requirements.

List the assets, transfer needs and any financing requirement. Custody, wallet and financing providers can introduce their proposed role.