Narrative. Capital. Governance.
We help Bitcoin-holding companies turn balance sheets into engines of shareholder value — combining prudent capital stewardship, transparent communication, and institutional-grade governance.
Our Accretive Capital Framework aligns narrative, structure, and control in ways investors trust and Boards require.
Impact:
Clear narrative for executives
Per-share discipline for investors
Policy-grade oversight for directors
1. Narrative & Market Positioning
We build credible, institutional stories that align Boards, management, and investors.
Translate Bitcoin treasury and capital strategies into responsible, transparent frameworks.
Coach CEOs and CFOs for investor calls, conferences, and media appearances.
Position European and global issuers for institutional engagement.
2. Equity Structure & Capital Allocation
We design and model capital actions that protect and compound per-share value.
Analyze equity structure, float, borrow dynamics, and shareholder mix.
Model buybacks, tenders, credit, and ATM cadence through a per-share lens.
Implement rule-based playbooks that enhance BTC/share and reduce NAV discounts.
3. Governance & Control Frameworks
We turn strategy into Board-approved policy.
Develop treasury and capital-policy controls that reinforce sound governance.
Build execution calendars linking approvals, filings, and investor cadence.
Integrate quality checks and post-cycle reviews for continuous improvement.
Board & C-Suite Advisory
Strategic counsel for Boards and executives on Bitcoin treasury policy, capital markets, and valuation impact.
Investor & Market Interface
Institutional narrative design and investor-relations alignment for long-term holders and family offices.
Capital Markets Diagnostics
Float and short-interest analysis, cross-listing strategy, and capital-action modeling under EU and U.S. disclosure standards.
Execution Discipline
We translate advice into policy, cadence, and measurable outcomes — tightening each capital loop through data-driven review.
Mike Flaum — Lead Partner, Narrative & Capital Strategy
Sharon Dow — Governance, Capital Stewardship & Institutional Relations
Dan Hillery — Quantitative Analyst, Equity & Market Dynamics