Treasury & Analytics
Portfolio monitoring, runway modeling, vesting and unlock tracking, grant administration, multi-sig documentation, and investor-ready reporting.
Key Features
Portfolio Monitoring
Real-time visibility across your entire crypto treasury — tokens, stablecoins, DeFi positions, and fiat holdings in one dashboard.
Runway Modeling
AI-powered runway projections factoring in token price scenarios, burn rate trends, and upcoming vesting events.
Vesting & Unlock Tracking
Automated tracking of token vesting schedules, cliff dates, unlock events, and their financial statement impact.
Grant Administration
End-to-end grant lifecycle management — application tracking, milestone verification, payment processing, and reporting.
Multi-Sig Documentation
Complete documentation of multi-sig wallet transactions with signer tracking, approval workflows, and audit trails.
Investor Reporting
Automated investor-ready treasury reports with NAV calculations, portfolio breakdowns, and performance metrics.
How Our AI Handles This
Get real-time visibility into your entire crypto treasury. Our platform tracks portfolio positions, runway, vesting schedules, grant programs, and multi-sig operations while providing investor-ready reporting and automated alerts for material treasury events.
Treasury Mapping
All wallets, custodians, multi-sigs, and exchange accounts are mapped to your entity structure and chart of accounts.
Position & Runway Analysis
AI calculates real-time treasury positions, runway projections, and vesting schedule impacts across multiple scenarios.
Grant & Multi-Sig Tracking
Grant milestones, contributor deliverables, and multi-sig operations are monitored continuously with automated compliance checks.
Reporting & Alerts
Automated reports generated on your schedule — investor updates, board decks, grant program summaries, and real-time alerts for material events.
Applicable Standards
US GAAP
ASU 2023-08 for fair value with unrealized gains/losses in net income, ASC 820 for fair value hierarchy, ASC 958 for grant accounting.
IFRS
IAS 38 for intangible asset measurement, IAS 36 for impairment, IFRS 13 for fair value, IAS 20 for government grants (adapted).
Ready to get started?
See how Heshi can transform your treasury & analytics workflow with AI-powered automation and expert human oversight.