Confidential-style brief · not an offering memorandum
Apex Satoshi
The corporate Bitcoin treasury operating system. Software for the public-company Bitcoin treasury model — policy, custody architecture, allocation algorithms, and investor reporting.
- BTC across desks
- 189,420
- Digital property on platform
- $18.4B
- Corporate treasuries
- 214
- Reporting uptime
- 99.98%
Problem
- Idle fiat on corporate balance sheets is a slow leak of purchasing power.
- Most “crypto treasury” tools are retail brokerage skins with no policy, no custody graph, and no board pack.
- Directors cannot defend a reserve they cannot explain, attest, or size against opex.
Solution
- A constitution: purpose, size bands, no-leverage, published conversion calendar.
- Transparent allocation algorithms with parameters a director can read.
- Reporting in BTC held, BTC per share, cash-sleeve months, and cycle-low NAV.
Market
- Public and late-stage private companies exploring Bitcoin as primary reserve capital.
- Family offices converting a cash sleeve without becoming traders.
- Issuers that need BTC-per-share guardrails before they tap ATM or convertibles.
Product
Four surfaces: a treasury dashboard on the Helios reference desk, a policy calculator, a Treasury Allocation Algorithm lab (honest backtests on published BTC history — not a trading bot), and research a director can survive a drawdown with. Advanced strategies are gated on Growth and Enterprise.
Starter
$1,500/mo
Family offices and private companies taking a first BTC reserve position.
Growth
$7,500/mo
Public and late-stage firms running Bitcoin as a primary reserve asset.
Enterprise
$15,000/mo
Issuers, insurers, and multi-entity capital. Custom scope from $150k/year.
Helios desk model
Helios workspace economics at published list prices. Not an offer to sell securities.
- ARR run-rate (list × desks)
- $19.2M
- Blended ARPU
- $7,410
- Net revenue retention
- 118%
- Gross margin (software)
- 84%
Roadmap
- Now
Policy engine + board pack
DCA, reserve floor, NAV/BTC yield, multi-custodian reporting.
- H1
Capital-markets desk
ATM / convertible modeling with BTC-per-share guardrails.
- H2
Auditor attestation API
Proof-of-holdings export into the general ledger.
- Next
Multi-entity consolidation
Subsidiary treasuries rolled into a master reserve.
Next step
Subscribe on apexsatoshi.com or book the desk. IR: ir@apexsatoshi.com