✦ For institutions
Crypto management built to your operational standards.
Perpblock for family offices, RIAs, small funds, and treasury teams. Non-custodial architecture. Custom risk limits. Performance-fee pricing. Dedicated infrastructure. White-glove onboarding. Founder-direct relationship.
Account structure
Risk limits · active
On-chain anchoring
✦ Who it's for
Four institutional profiles.
Family offices
Managing $10M-$500M with a direct digital asset allocation. Counsel has cleared SaaS-execution architecture. The operational team needs auditor-grade reporting, multi-user controls, and an external counterparty that can sign a real DDQ.
Registered Investment Advisors
With clients who want crypto exposure but where the RIA cannot custody or trade it directly. Perpblock as the SaaS execution layer the RIA recommends. The RIA continues to advise. We execute. Compatible with the SEC's 2023 position on non-custodial software.
Small and emerging crypto funds
Running $5M-$100M who need execution infrastructure but don't yet have a full engineering team. Strategy library, per-account risk limits, performance-fee billing.
Crypto-native treasury teams
At protocol DAOs, foundations, and operating companies holding native tokens or stablecoin reserves. Yield strategies, hedging overlays, execution against operational policy.
If you have an investment committee, a compliance officer, or an annual external audit, this is the page.
✦ Architecture
SaaS execution. Qualified custodian. No commingling.
Perpblock is software. We are not a broker, not a custodian, not a money transmitter. Your assets remain at the qualified custodian — Coinbase Prime, Kraken, Fireblocks via API, or your existing exchange relationship — per the SEC's 2023 position on non-custodial software providers. We execute against a read-only API key. We hold nothing. We see nothing beyond what the API exposes.
At no point in the flow does Perpblock take possession of the asset.
Same architecture 47% of US family offices use to hold digital assets directly. We're built for it, not retrofitted into it.
✦ Operations
What institutions actually need.
Multi-user RBAC
Owner, admin, trader, auditor. Auditor is read-only. Trader can execute against allowed accounts but cannot change configuration. Admin can change configuration but cannot trade.
Custom risk limits per account
Per-account hard caps on leverage, drawdown, instrument, venue, position size, daily turnover, and any other axis your compliance memo requires. Enforced at the execution layer.
Dedicated infrastructure
Isolated compute and execution pipelines per institutional account. No shared rate limits with retail traffic. No noisy neighbors.
Audit log + SIEM stream
Every consequential event written immutably. Stream the log to your SIEM (Splunk, Elastic, Datadog) via webhook for live monitoring.
Cross-account portfolio aggregation
One consolidated view of all sub-accounts. Profit and loss, exposure, risk metrics, market state — one screen, drillable to each underlying account.
The features above are the difference between "could work for an institution" and "is built for an institution."
Multi-user RBAC
Owner · Admin · Trader · Auditor
Custom risk limits per account
Hard caps: leverage, drawdown, venue, size
Dedicated infrastructure
Isolated compute · no shared rate limits
Audit log + SIEM stream
Immutable log · Splunk, Elastic, Datadog
Cross-account aggregation
Multi-fund consolidated view
✦ Performance
Reporting that survives diligence.
Institutional performance reporting can't be screenshots. The standard is verifiable provenance, defensible methodology, third-party-reproducible numbers.
Per-trade on-chain anchoring
Every trade hashed within 15 seconds of fill on Base mainnet. Verifiable independently.
Quarterly transparency pack signed on-chain
Methodology, lot-traceability standards, anchor receipts, attestation. The pack itself is anchored — verifiable as unmodified after publication.
GIPS-compatible reporting on request
Composite construction, time-weighted return, after-fee returns, dispersion measures. Returns calculated to GIPS 2020 standards where requested.
Tax-lot-level provenance on every disposal
Lot ID, where it came from, accounting method, on-chain proof. Audit-defensible for external review.
Numbers that survive an external auditor's questions. Not just numbers that look good in a deck.
✦ Pricing
Three commercial models.
Flat subscription
$25K–$150K/year
For institutions that prefer predictable budgeting. Annual fee scaled to seats, sub-account count, and operational complexity. No AUM fee. No performance fee.
Performance fee
Subscription + carry
For institutions that prefer alignment via performance fee. Subscription plus an agreed percentage of net realized gains above a high-water mark. Performance-fee terms negotiated per relationship.
Hybrid
Negotiated
Subscription for the platform plus a performance fee on a defined subset of strategies. Common for treasury teams running yield strategies with a defined benchmark.
The commercial structure is negotiated in onboarding. The features and SLAs are the same across all three.
✦ Onboarding
What the first 60 days look like.
Initial call
30-45 minutes. We learn your structure, existing custody relationships, compliance constraints, performance expectations.
DDQ package
25-40 pages covering governance, security architecture, custody position, performance methodology, audit history, regulatory posture.
Technical scoping
We map your exchange relationships, custody arrangements, and reporting requirements. Confirm SSO, multi-user setup, audit-log destination.
Test account
We provision a test account with a small allocation. Strategies run in production conditions. Performance anchored on-chain. Typical window: 30-60 days.
Production rollout
After test-account approval, we provision production, complete user provisioning, and finalize the technical integration.
The pace is yours. We've moved institutions in 30 days. We've moved institutions in 6 months. Either is fine.
✦ Honest limits
The honest list.
Self-hosted or on-prem deployment
Multi-tenant SaaS only at the moment. On-prem is on the roadmap but not committed.
SOC 2 Type II
In progress. Report not yet published. Status updates on request.
Regional regulatory licensing
MiCA, MAS, ADGM. We operate as US-domiciled software. Not licensed in additional jurisdictions.
Options strategies
The current strategy library is delta-one plus funding arbitrage. Volatility products are not on the immediate roadmap.
Insurance on custodied assets
We don't custody. Our partners do. Insurance coverage on custodied assets is between you and your custodian.
We'd rather tell you what we don't do than have you discover it in week 4.
✦ Common questions
What diligence teams ask.
✦ Get started
The starting point.
Institutional access begins with a 30-minute call with the founder. We use the call to determine whether Perpblock fits your structure and to scope the diligence process. After the call, we send the DDQ and supporting documents for your team's review. Or email directly: institutional@perpblock.com