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Apex Satoshi

Free tool

Treasury policy draft

A short form that writes a plain-English draft. It is a template to review with your advisers. It does not create a policy and it does not track balances.

General information only, not financial advice. Check with your accountant or adviser.

Inputs stay in this browser under the localStorage key apex-tool-policy. They are not sent to a server. Clearing removes that key.

Why the bitcoin would be held.

A number from 0 to 100. Leave blank if it is not decided.

Name what the draft allows. This page does not track those assets.

Who would keep the coins. Apex Satoshi does not.

Draft template

Review this with counsel and an accountant before anyone relies on it.

DRAFT TREASURY POLICY TEMPLATE
This is a draft template for review with your advisers. It is not a policy, a mandate, or an approval.
General information only, not financial advice. Check with your accountant or adviser.

1. Purpose of the bitcoin
Not stated.

2. Maximum share of reserves
Not stated.

3. Approved assets
Not stated.
This template does not track balances and does not connect to a custodian.

4. Custody approach
Not stated.
Apex Satoshi does not hold coins.

5. Who can approve a transaction
Not stated.

6. Rebalancing
Not stated.

7. Review cadence
Not stated.

8. Reporting
Not stated.

End of draft. Have counsel, an accountant, and the board review it before anyone relies on it.