Advisory
& Education

The Vault Institute offers two ways to work with institutional teams. Education sessions build a working understanding of digital asset infrastructure and the regulatory landscape that surrounds it. The Advisory engagement goes further, designing the specific infrastructure your business needs and producing a plan you own.

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Duration
One day, on-site
and remote
Format
Guided
workshop
Team
Your full team,
any level
Output
A provider-evaluation framework

Education Day

We treat education as part of how this market matures, so we run on-site education days for companies entering digital assets or re-evaluating their current setup.

In a single session, your team gains a clear introduction to digital asset infrastructure and the security considerations relevant to your business, a working overview of the regulatory landscape that applies to your jurisdiction and business model, and a framework for evaluating any infrastructure provider, ours included: the questions to ask, the answers to expect, and the signals to watch for.

Duration
Four to six weeks, on-site and remote
Format
Fixed-scope engagement
Team
Senior, cross-disciplinary
Output
The Vault Blueprint

Advisory

A structured engagement to design the infrastructure your business actually needs

Over four to six weeks, our team works alongside yours through four phases, drawing on analysis, architecture and independent validation to produce a plan you own and can act on immediately. Each phase builds on the one before it, from scoping and mapping through to design, so the result reflects how your business actually operates rather than a template.

Two disciplines,
delivered together

The advisory practice is delivered in partnership with Halborn. The division of roles is deliberate: The Vault designs the custody architecture and compliance framework; Halborn independently validates the security and risk framework behind it.

The Vault Custody Architecture and Compliance Advisory

Infrastructure deployment experience across cloud and on-premise, spanning treasury, back-office and wallet operations; regulatory alignment with Swiss and EU frameworks, including FINMA supervision standards, MiCA and DORA; delivery of an actionable implementation plan through the four-stage Vault Blueprint model.

Halborn Security Advisory and Validation

Independent risk and security framework validation of The Vault Blueprint; custody and key management assessment across the full key lifecycle; compliance readiness review aligned with MiCA, DORA and FINMA requirements; red team exercises, penetration testing and code security review.

Read the announcement

Advisoryin four phases

01 Scoping

Understand how your business truly operates, beyond the formal picture

We begin with a structured conversation to understand your current position: the digital assets you already hold and how far your operations are digitised, the digital asset products and the level of security, control and complexity you are aiming for, and the shape of your organisation across jurisdictions, user types and internal team composition. This high-level picture is what lets us scope an engagement built around your situation rather than a template.

Who is in the room

C-suite (CFO, COO, CTO); security architects, DevOps and CISO; compliance; operators and product leadership.

What we produce

A shared, validated picture of your constraints, intent and decision-making.

What we ask for

Where available, deployment diagrams, technical descriptions, infrastructure maps, server specifications and cloud partners.

02 Mapping

Document the current state in three artefacts both sides can agree on

We capture how your organisation works today and what it genuinely demands from its infrastructure, building an objective baseline for design.

What we map

an organisational map of how digital asset decisions get made; an architecture map of your existing infrastructure today; a specification map of what the business truly needs.

What we produce

An agreed, evidence-based baseline of where you are and what you require.

03 Design

Design a modular target architecture built around your operational requirements across custody, compliance, treasury and reporting

From the artefacts, we identify gaps, risks and integration surfaces, then design the target architecture across every layer: the custody solution, transaction monitoring and KYT, KYC and KYB, the choice between on-premise and hosted infrastructure, back office and back-end, wallet features and the front-end, whether a standalone application or an integration into your existing app with a mobile SDK where needed. Alongside the technical layers, we map the organisational controls and the compliance requirements the infrastructure has to meet, with alternatives at every major decision.

What we design

gap, risk and integration analysis; a modular target architecture across all layers; alternative paths for each key decision.

What we produce

A target architecture with options, balancing security, flexibility and cost to you.

04 Deliverables

Your implementation plan, validated by Halborn and ready to act on

Everything comes together as The Vault Blueprint, with Halborn providing independent risk and security framework validation of the plan before you receive it. If you build with us, we already know what to build; if you take time, compare the market or phase the rollout, the roadmap is still yours.

Independently validated by
What we design

The Vault Blueprint, your infrastructure plan; a phased implementation roadmap with alternatives; a provider evaluation framework.

What we produce

An infrastructure plan you own, ready to act on with us or independently.

The Vault Blueprint

A report delivered as a document and an editable slide set, mapping your target infrastructure and showing exactly how it fits the systems you already run.

Deployment diagram

how the infrastructure is deployed inside your perimeter, across custody, back office, wallet operations and external connectivity.

Hardware and cloud specifications

what each layer requires, with sizing and vendor options for on-premise, cloud and hybrid deployments.

Modular software specification

the components that make up back office, custody, wallet infrastructure and the connectivity between them.

Current to target mapping

a technical and operational view of your as-is setup mapped against the to-be architecture, so every change is traceable.

Gap and risk register

where today's setup falls short and what it exposes, with each gap prioritised by impact and effort to close.

Phased roadmap and our proposal

sequenced delivery with alternatives, and our proposal to close the gaps, including the staff, timeline and cost of implementation.

Who works
on the engagement

Every engagement is staffed by a small, senior team drawn from across The Vault Institute, combining infrastructure architecture, cryptography, regulatory expertise and solutions engineering in a single, coordinated group that works alongside you from scoping through to delivery.

Engagement Lead
The infrastructure architect who owns the engagement end to end.
Security Lead
Architecture review, threat modelling and controls.
Infrastructure Lead
Deployment, hardware and hosting design.
Cryptography Research Lead
MPC, key management and post-quantum advisory.
Regulatory and Compliance Advisor
Jurisdiction-specific regulatory and licensing guidance.

From the framework to the platform: how it really works

  1. Pilot, two weeks,
    complimentary

    custody, approvals, compliance and integrations run the way you would in production, with our engineers alongside.

  2. Choose your model,
    on your terms

    SaaS or On-premise, or the whole regulated offering under our licence as a Managed Service.

  3. Deploy,
    built to the plan

    we already know what to build, because you designed it with us.

Ready to take controlof your digital asset operations?

Tell us what you operate today and what you need next.

info@thevault.inc