Independent Advisory for Tokenized Assets

Fee-only guidance to navigate on-chain treasury, RWA tokenization, and digital capital markets—with zero platform conflicts

Featured Service: Treasury OnChain│Reduce payment processing costs 60-90% │

Featured Service: Treasury OnChain│Reduce payment processing costs 60-90% │

Why Greenwich Sound Capital?

Most advisory firms have hidden conflicts—revenue shares with platforms, commissions from vendors, or proprietary products to sell. We don't.

Our business model is simple: You pay for our advice. We recommend what's best for you. That's it.

After decades building portfolios and advising institutions, we saw the tokenization opportunity, and the need for truly independent guidance.

Our services

Turn tokenized asset complexity into institutional-grade investment opportunities. At Greenwich Sound Capital, we bridge the gap between emerging real-world asset (RWA) tokenization markets and established portfolio management standards. Our expertise enables buy-side institutional investors and sell-side asset originators to navigate the evolving tokenization landscape with confidence, ensuring compliance, transparency, and strategic alignment. Through unbiased market intelligence and tailored advisory, we transform innovative digital asset structures into accessible, scalable, and secure investment vehicles that meet rigorous fiduciary demands.

  • Buy-Side: Institutional Investors

    Who:

    • Family offices building tokenized RWA allocations

    • Asset managers seeking on-chain returns

    • Pension funds exploring tokenized private credit and equity

    • Insurance companies and Endowments seeking yield and diversification

    What We Provide:

    • Custom portfolio allocation for risk-adjusted returns

    • In-depth review of platform and issuer, including market position, financial health, and regulatory compliance

    • Risk assessment for credit, liquidity, and operations

    • Performance monitoring and analysis

    Our Approach:

    We apply institutional portfolio management to tokenized assets. This means analyzing investments by expected returns, correlation profiles, and risk-adjusted performance, not just technology novelty.

  • Sell-Side: Asset Originators & Issuers

    Who:

    • Private credit/equity funds tokenizing LP interests

    • Real estate sponsors digitizing properties

    • Infrastructure developers seeking broader investor access

    • Corporate treasuries exploring tokenized debt

    What We Provide:

    • Investment structuring to attract institutional capital

    • Platform selection based on investor preferences and market liquidity

    • Positioning strategy for buy-side institutional investors

    • Launch execution and investor engagement

    Our Approach:

    We structure offerings to meet institutional investment criteria. Our buy-side experience gives us insight into portfolio managers' evaluations, due diligence requirements, and how they compare tokenized with traditional alternatives.

Upgrade Your Corporate Treasury to the Next-Generation Platform

TREASURY ADVISORY

Traditional banking burdens businesses with hidden fees, slow settlements, and manual processes. A smarter solution can slash costs by 40-60%, enable instant 30-second blockchain payments, and provide real-time dashboard insights instead of slow statements.

What treasury teams struggle with:

  • Traditional wire transfers are expensive, costing $25-$50 per transaction due to intermediary bank fees, which can accumulate to significant annual costs for businesses making many payments. For example, a real estate trust with 2,760 annual payments could spend $96,600 with traditional wires. Blockchain-based payments using stablecoins or private networks offer a solution, reducing transaction fees by up to 90% (e.g., $5,520 for the same trust, saving over $91,000 annually) and settling in seconds.

  • Exchanging foreign currency through traditional banks often involves hidden fees of 1.5% to 2% embedded in the exchange rate, leading to significant costs over time. For example, a company exchanging $30 million annually could face a hidden cost of $570,000. In contrast, decentralized exchanges (DEXs) offer a more transparent and cost-effective solution, with fees typically ranging from 0.5% to 0.8%. Using a DEX could save the same company $318,000 a year, representing a 56% reduction in costs.

  • Traditional banking systems cause delays for CFOs seeking real-time cash positions across multiple entities, relying on outdated end-of-day statements and manual data consolidation. Blockchain technology offers a solution with an "on-chain treasury," providing real-time balance updates (every 30 seconds), a single integrated dashboard for all accounts and currencies, and instant visibility into payments, enabling CFOs to get accurate answers immediately.

  • Treasury teams often spend 60-70% of their time on manual tasks like downloading statements, matching payments, and compiling reports. This laborious work is costly and leaves little time for strategic initiatives. By automating these processes with smart contracts, companies can drastically reduce manual work from 70% to just 20% of a team's time. This shift allows the team to focus on higher-value activities, generating significant annual savings and value. Automation can reduce tasks that take minutes or hours down to seconds, streamlining operations and freeing up your treasury team.

Who This Is For

  • Mid-Market Companies Handling 100+ monthly international payments or multi-currency operations

  • Real Estate Investment Trusts (REITs) optimizing the collection of recurring rent payments across an extensive portfolio of tenants and properties

  • Import/Export Businesses facing annual losses of 2–3% due to FX spreads and settlement delays of 3–5 days.

  • Private Equity Firms and Family Offices overseeing treasury operations across diverse portfolio companies and jurisdictions.

  • Manufacturing & Distribution Companies navigating complex supply chain payments across various countries and currencies

Industry Benchmark Analysis


Greenwich Sound Capital conducts comprehensive research across target sectors  to identify treasury optimization opportunities. These industry benchmark reports synthesize publicly available data, peer company disclosures, and operational best practices to illustrate realistic implementation outcomes.

 These are NOT client case studies. They represent composite industry profiles based on:

  - Public company financial disclosures

  - Industry association benchmarking data

  - Academic research on treasury operations

  - Vendor-published implementation metrics

  • Mid-Market Manufacturer | $300M Revenue | Operations in US, Mexico, Germany

    CHALLENGE:

    • $112K–$160K yearly wire transfer fees

    • $540K lost annually to currency exchange costs

    • Treasury team spends 65% of time on manual reconciliation

    • $12M working capital stuck between entities

    SOLUTION:

    • Shifted 85% of payments to USDC (2,720 transactions/month)

    • Connected Fireblocks with SAP, Oracle, and NetSuite

    • Automated cross-border payments and reconciliations

    • Real-time cash dashboard for all entities

    RESULTS:

    • $2.13M saved annually

    • 86% cut in fees

    • ROI in 4.9 months

  • Commercial REIT | $1.8B AUM | 500 properties | 4,500 rent payments/month

    CHALLENGE:

    • 3 full-time staff for payment matching

    • 12–15 days to close month-end accounts

    • Over 200 hours for audit preparation

    • No real-time view of rent collections

    SOLUTION:

    • 300 tenants paying with USDC (65% of revenue)

    • Automated payment matching via smart contracts

    • Linked with Yardi property system

    • Live rent collection dashboard

    RESULTS:

    • 70% of reconciliation automated

    • Staff needed to cut from 3 to 0.9 full-time

    • Month-end close time cut from 12 to 3 days

  • Private Equity Fund | $2.5B AUM | 12 companies | 45 investors in 8 countries

    CHALLENGE:

    • 62 separate bank accounts for fund and companies

    • $14K per capital call plus $85K yearly in currency exchange fees

    • No way to standardize systems across companies

    • SVB collapse showed high risk of focusing funds

    SOLUTION:

    • Created one dashboard for all accounts

    • 38 of 45 investors switched to blockchain payments

    • Standardized 8 companies on blockchain treasury system

    • Pooling and optimizing cash at fund level

    RESULTS:

    • Saved $4.5M total

    • Reduced accounts from 62 to 12

    • Reduced capital call processing time from 10 days to just 24 hours.

The OnChain Treasury Framework

  • Phase 1: Assess & Foundation

    Months 1-4: Understand current state, calculate ROI, build foundation

  • Phase 2: Scale & Integrate

    Months 5-10: Expand on-chain operations to 30-40% of treasury flows

  • Phase 3: Optimize & Expand

    Months 11-15: Achieve 60-70% treasury automation, full ROI realization

  • PHASE 1: Assess & Foundation (Months 1-4)

    Objective: Understand current state, calculate ROI, build foundation

    What We Do:

    90-Day Treasury Assessment - Analyze current banking costs, payment volumes, FX activity, calculate exact savings potential, map technology stack, identify regulatory requirements, create detailed ROI model

    Vendor Selection & Evaluation - Issue RFP to 3 institutional-grade providers, evaluate based on track record and cost, negotiate contracts

    Regulatory Strategy Development - Engage legal counsel, file regulatory notifications, design phased approach, document compliance framework

    Infrastructure Setup - Deploy multi-signature wallet infrastructure, implement institutional custody, set up whitelisting, configure transaction limits

    Pilot Program - Execute 5-10 internal treasury transfers on testnet, validate wallet security, train treasury team, first live on-chain transaction

    Deliverables

    Comprehensive Return on Investment (ROI) Analysis Report (50-100 pages)

    Curated Vendor Recommendations with Detailed Pricing Insights

    Strategic Regulatory Compliance Roadmap

    Operational Wallet Infrastructure Development Plan

    Final Pilot Project Completion Report

    Key Metrics

    Timeline: 4 months

    Risk Level: Minimal (internal only, can pause anytime)

  • PHASE 2: Scale & Integrate (Months 5-10)

    Objective: Expand on-chain operations to 30-40% of treasury flows

    What We Do:

    ERP/Accounting Integration - Real-time sync between blockchain and existing systems (SAP, Oracle, NetSuite, Quickbooks), automated journal entries, reconciliation automation, custom reporting dashboards

    Payment Acceptance Expansion - Launch optional on-chain payment acceptance (pilot with 10-20 customers/tenants), provide educational materials, set up hybrid payment options, monitor adoption rates

    Treasury Workflow Automation - Implement smart contract payment automation, multi-signature approval workflows, auto-matching to invoices/purchase orders, exception handling protocols

    Yield Optimization Deployment - Deploy idle cash to institutional-grade yield products, BlackRock BUIDL fund integration (5% yield, T+1 liquidity), Ondo Finance OUSG, automated rebalancing

    Team Capability Building - Advanced training on treasury dashboard analytics, best practices workshops, process documentation, knowledge transfer for future team members

    Deliverables

    Fully integrated on-chain + traditional treasury stack

    30-40% of payment volume on-chain

    Automated reconciliation workflows

    Yield-optimized cash management

    Process documentation and playbooks

    Key Metrics

    Timeline: 6 months

    Expected Savings Realization: 40-60% of full-year savings target

  • PHASE 3: Optimize & Expand (Months 11-15)

    Objective: Achieve 60-70% treasury automation, full ROI realization

    What We Do:

    Vendor Payment On-Chain - Expand to 30-50 vendors accepting on-chain payments, negotiate early payment discounts, automated batch payment processing, vendor onboarding support

    Advanced Treasury Analytics - AI-powered cash flow forecasting, predictive FX hedging recommendations, working capital optimization insights, board-ready executive dashboards

    Multi-Entity Optimization - Cross-border treasury pooling on-chain, intercompany netting automation, multi-currency management, global cash concentration

    Continuous Improvement - Quarterly performance reviews, benchmark against industry standards, identify additional automation opportunities, technology stack optimization

    Deliverables

    60-70% of treasury operations automated, full annual savings realized, self-sufficient treasury team (we transition to advisory-only role), comprehensive documentation, ongoing optimization roadmap

    Key Metrics

    Timeline: 2-5 months

    Expected Savings: 100% of full-year savings target realized

Frequently asked questions

  • Implementation timelines depend on service tier and organizational complexity. The Starter tier takes 4-6 weeks, Professional tier 8-12 weeks, and Enterprise solutions 12-20 weeks, with each offering increasing levels of integration, automation, and training. All implementations follow a four-phase framework: Discovery & Design, Technical Setup & Integration, Testing & Validation, and Go-Live & Optimization. The process ensures seamless deployment with minimal disruption and a strong foundation for blockchain treasury operations.

  • We support major enterprise-grade blockchain networks like Ethereum, Polygon, Arbitrum, Optimism, Stellar, and Base, along with leading stablecoins (USDC, USDT, DAI). For enterprise clients, we offer custom integrations with additional networks such as Avalanche or Solana, ensuring a flexible, multi-chain architecture for optimal treasury operations.

  • Absolutely. Our treasury solutions prioritize regulatory compliance. We use only licensed stablecoin providers and enforce strict KYC/AML protocols. All transactions have immutable audit trails for transparency and reporting. Our systems comply with BSA, AML, OFAC, and state money transmission laws, integrating with your existing compliance infrastructure. We offer enhanced features like real-time screening and dedicated regulatory consultation for regulated industries.

  • Our solution offers substantial cost savings and operational efficiency. Clients typically save 80-95% on international transaction fees, translating to $100,000-$300,000 annually for mid-market companies and over $2-3 million for larger enterprises. Beyond fees, automation and faster settlement (30 seconds vs. 3-5 days) lead to savings of 0.5-1.5 FTEs in treasury operations ($40,000-$125,000 annually) and improved working capital. The total economic benefit often reaches 5-15x the implementation cost in the first year.

  • Blockchain treasury operations offer superior security and transparency compared to traditional banking. They leverage military-grade encryption, immutable records, and decentralized verification to eliminate single points of failure. Our system uses multi-signature wallets, hardware security modules (HSMs), and institutional custody partners like Fireblocks, Anchorage Digital, or BitGo for robust asset protection. The inherent transparency of blockchain allows for instant fraud detection and 24/7 asset control. This advanced security architecture, including role-based access, real-time anomaly detection, and cold storage, also eliminates risks such as bank failures, wire fraud, and payment reversals.

  • Yes, our treasury solutions are designed to integrate seamlessly with your current financial systems. We have pre-built integrations for major platforms like NetSuite, QuickBooks, Sage, and SAP, which automate data flow and eliminate manual entry. Our API-first approach also allows for custom integrations.

    The integration automates critical tasks such as transaction recording, multi-currency accounting, reconciliation, and financial reporting. Professional and Enterprise clients receive dedicated support to ensure our solution fits perfectly within their existing financial operations, unifying blockchain treasury with traditional banking.

  • Our service includes ongoing support to ensure your blockchain treasury operations run smoothly. We offer three tiers:

    Starter: 90 days of email support, knowledge base access, and regular updates.

    Professional: Priority support, quarterly business reviews, and dedicated account management.

    Enterprise: 24/7 priority support with a 1-hour response SLA for critical issues, a dedicated technical team, and proactive monitoring.

    All clients get access to our community, webinars, and integration support. We also offer premium options like on-site visits and custom development. Our goal is a long-term partnership to help you succeed.

Ready to transform your treasury operations?

Get Free Assessment