Web3 Portfolio & Asset Management: Securely Grow Your Digital Assets
Navigate the complexity of DeFi, NFTs, and crypto with our institutional-grade platform.
Maximize returns, mitigate risk, and gain a unified view of your entire Web3 portfolio.
Trusted By Global Leaders and Web3 Innovators
The Institutional Edge in Digital Asset Management
Institutional-Grade Security
Your assets are paramount. We employ multi-layered security protocols, including multi-signature wallets, hardware security modules (HSMs), smart contract audits, and continuous threat monitoring to safeguard your portfolio against all vectors.
AI-Powered Alpha Generation
Go beyond basic strategies. Our proprietary AI models analyze vast on-chain and off-chain datasets to identify emerging trends, predict market movements, and uncover alpha-generating opportunities in DeFi, NFTs, and the broader Web3 ecosystem.
Unified Cross-Chain Dashboard
Complexity, simplified. Our platform provides a single, intuitive interface to track, manage, and analyze your assets across all major blockchains and DeFi protocols. Gain a holistic view of your performance and risk exposure in real-time.
Comprehensive Risk Management
Volatility is a given; losses are not. We implement sophisticated risk management frameworks, including smart contract vulnerability analysis, counterparty risk assessment, and automated hedging strategies to protect your capital during market turbulence.
Regulatory & Tax Compliance
Navigate the evolving regulatory landscape with confidence. Our platform integrates robust KYC/AML procedures and provides comprehensive, audit-ready reporting to simplify tax obligations and ensure full compliance with global financial regulations.
Expert Human Oversight
Technology is powerful, but experience is critical. Our team of seasoned portfolio managers, quantitative analysts, and blockchain security experts provides a crucial layer of human oversight, ensuring your strategies are sound and your assets are secure.
Gas Fee & MEV Optimization
Don't let transaction costs erode your returns. Our advanced algorithms optimize transaction timing and execution to minimize gas fees and leverage Miner Extractable Value (MEV) opportunities, adding significant basis points to your bottom line.
Full Asset Lifecycle Support
From pre-seed token allocations to managing mature, liquid portfolios, we provide end-to-end support. Our services cover everything from token vesting and distribution schedules to complex DeFi yield farming and NFT valuation.
Proven CMMI 5 Process
Our commitment to excellence is validated by our CMMI Level 5 appraisal. This ensures our processes for development, management, and security are optimized for performance, predictability, and continuous improvement, giving you unparalleled reliability.
Our Comprehensive Web3 Asset Management Services
We offer a complete suite of services designed to address every facet of digital asset management. From active yield generation in DeFi to secure treasury management for DAOs, our expertise ensures your portfolio is positioned for optimal growth and security in the dynamic Web3 landscape.
DeFi Yield Farming & Liquidity Provision
We actively manage your capital across a curated selection of high-potential DeFi protocols. Our service goes beyond simple deposits, employing dynamic strategies to maximize yield, minimize impermanent loss, and capitalize on emerging opportunities while rigorously vetting protocols for security and sustainability.
- Dynamic Strategy Allocation: We continuously rebalance your assets between different protocols and pools to capture the highest, risk-adjusted returns.
- Impermanent Loss Mitigation: Utilizing advanced modeling and hedging techniques to protect your capital in volatile liquidity pools.
- Automated Reward Compounding: Our smart contracts automatically harvest and reinvest your earnings to maximize the power of compounding.
Multi-Chain Portfolio Management
Gain a true panoramic view of your digital wealth. We consolidate and manage your assets across disparate blockchain ecosystems, from Ethereum and its Layer 2s to Solana, Avalanche, and beyond. This allows for holistic risk assessment, performance tracking, and the execution of sophisticated cross-chain strategies.
- Holistic Performance Tracking: A single source of truth for your P&L, asset allocation, and risk metrics across all chains.
- Cross-Chain Arbitrage: Capitalize on price discrepancies and inefficiencies between different blockchain ecosystems.
- Seamless Asset Bridging: Securely and efficiently move assets between chains to access the best opportunities wherever they arise.
NFT Portfolio Management & Valuation
We bring quantitative rigor to the qualitative world of NFTs. Our service includes secure custody, market analysis, and data-driven valuation models for blue-chip collections, digital art, and gaming assets. We help you manage, value, and leverage your NFT portfolio for financial opportunities like collateralization.
- Data-Driven Valuation: Using AI models that analyze trait rarity, sales history, and market sentiment to provide accurate valuations.
- Secure Custody & Management: Protecting your high-value NFTs in institutional-grade fragmented wallets.
- NFT-Fi Strategy Execution: Leveraging your NFTs as collateral for loans or providing liquidity to NFT marketplaces.
DAO Treasury Management
We provide DAOs with the professional financial management needed to ensure long-term sustainability and growth. Our services include strategic asset allocation, risk diversification, yield generation on idle assets, and transparent reporting to the community, helping you fulfill your mission and grow your ecosystem.
- Strategic Diversification: Reducing reliance on the native governance token by diversifying into stablecoins and other blue-chip crypto assets.
- Sustainable Yield Generation: Implementing low-risk strategies to generate a steady return on treasury assets to fund operations.
- Transparent Community Reporting: Providing clear, regular, and verifiable reports on treasury performance and activities.
Quantitative Crypto Trading Strategies
Leverage the power of algorithmic precision in your portfolio. We design and deploy a range of quantitative trading strategies, from high-frequency market-making to statistical arbitrage and momentum-based models. These strategies are designed to capture market inefficiencies and generate returns uncorrelated with simple buy-and-hold.
- Market-Neutral Strategies: Generate returns regardless of the overall market direction by exploiting relative value differences.
- AI-Powered Signal Generation: Our machine learning models identify predictive patterns to inform trading decisions in real-time.
- Rigorous Backtesting & Risk Controls: All strategies undergo extensive testing and operate within strict, pre-defined risk parameters.
Secure Staking & Validator Node Services
Earn reliable rewards by helping secure Proof-of-Stake networks. We operate highly available, secure validator nodes for a wide range of blockchains. Our institutional-grade infrastructure minimizes the risk of slashing penalties and maximizes your staking uptime, providing a stable and predictable yield on your assets.
- Institutional-Grade Infrastructure: Redundant, geographically distributed nodes ensure maximum uptime and security.
- Slashing Penalty Protection: Proactive monitoring and automated failover systems to protect your staked capital.
- Optimized Reward Generation: We actively participate in governance and network maintenance to maximize your staking APY.
Our Disciplined Approach to Asset Management
1. Discovery & Goal Alignment
We begin with a deep dive into your financial goals, risk tolerance, and existing portfolio. This foundational step ensures our strategy is perfectly tailored to your unique objectives.
2. Strategy Formulation
Leveraging our AI platform and expert analysis, we design a bespoke asset allocation and strategy mix. This includes selecting specific DeFi protocols, staking opportunities, and risk management parameters.
3. Secure Execution & Deployment
Our operations team securely deploys your capital according to the defined strategy. Every transaction is executed through our institutional-grade infrastructure with multi-layered security checks.
4. Continuous Monitoring & Reporting
We provide 24/7 monitoring and transparent, real-time reporting through your unified dashboard. Our team continuously optimizes the strategy based on market conditions to protect capital and maximize returns.
Proven Results for Web3 Leaders
DAO Treasury Optimization for a Leading DeFi Protocol
"Errna transformed our treasury from a static pool of assets into a productive, yield-generating engine. Their strategic approach and transparent reporting gave our community immense confidence. They are an essential partner for any serious DAO."
Client Overview
InnovateFi is a top-tier decentralized lending protocol with a multi-million dollar treasury, primarily held in its native governance token. They faced challenges with asset diversification, generating sustainable revenue for operations, and managing risk in a volatile market.
The Problem
The DAO's treasury was underutilized and over-exposed to the price volatility of its own token. They needed a professional strategy to diversify, generate stable income to fund development, and protect the treasury's value without selling off large amounts of their governance token and causing market pressure.
Key Challenges
- High concentration risk in a single asset.
- Lack of sustainable, non-token-sale revenue.
- Inability to actively manage assets without significant operational overhead.
- Need for full transparency for the DAO community.
Our Solution
We developed a comprehensive treasury management strategy approved by a community governance vote. Our approach included:
- A phased diversification plan to convert a portion of the native token into a basket of stablecoins and blue-chip assets like ETH and wBTC.
- Deployment of stablecoin assets into low-risk, audited yield farming protocols to generate steady income.
- Utilization of a portion of the native token for strategic liquidity provision on key decentralized exchanges.
- Implementation of a public-facing dashboard providing real-time, transparent reporting on treasury performance and activities.
Maximizing Returns for a Family Office's Digital Asset Portfolio
"Entering the Web3 space was daunting. Errna provided the expertise and security we needed. Their AI-driven approach has consistently outperformed our initial expectations, and their reporting makes it easy to understand a complex market. They are a truly institutional-class partner."
Client Overview
A forward-thinking family office with a multi-generational investment horizon sought to allocate a strategic portion of their portfolio to digital assets. They possessed deep traditional finance knowledge but lacked the specialized expertise to navigate the complexities and risks of Web3 and DeFi.
The Problem
The client wanted exposure to the high-growth potential of crypto but was concerned about security, regulatory uncertainty, and the operational complexity of managing assets across different chains and protocols. They needed a trusted partner to act as their full-service digital asset manager.
Key Challenges
- Lack of in-house technical expertise in DeFi and smart contracts.
- Major concerns over custody and security of assets.
- Difficulty in performing due diligence on hundreds of protocols.
- Requirement for consolidated, professional-grade performance and tax reporting.
Our Solution
We acted as the client's outsourced digital asset desk, providing an end-to-end solution:
- Established a secure, institutional-grade custody solution using multi-party computation (MPC) wallets.
- Constructed a diversified portfolio across blue-chip cryptocurrencies, actively managed DeFi strategies, and select NFT investments.
- Utilized our AI platform to identify and vet high-quality yield opportunities while actively managing risk parameters.
- Provided a comprehensive monthly reporting package, including performance attribution, risk analysis, and tax-lot accounting data.
Securely Scaling a Crypto VC Fund's Staking Operations
"Running our own validator nodes was a major distraction from our core focus of investing. Errna's staking-as-a-service solution is best-in-class. The security, reliability, and reporting have allowed us to scale our staking rewards program efficiently and with complete peace of mind."
Client Overview
Digital Frontier Capital is a venture capital fund focused on early-stage investments in Web3 infrastructure projects. As part of their portfolio support, they hold significant amounts of various Proof-of-Stake tokens and wanted to participate in staking to generate returns and support the networks they invested in.
The Problem
Managing their own validator infrastructure across multiple blockchains was becoming operationally intensive and costly. They faced challenges with maintaining high uptime, ensuring security against attacks, and keeping up with constant network upgrades, which distracted them from their primary mission of sourcing and vetting new investments.
Key Challenges
- High operational cost and complexity of running multiple validator nodes.
- Risk of slashing penalties due to downtime or misconfiguration.
- Security vulnerabilities of self-managed infrastructure.
- Lack of a unified system to track staking rewards across different networks.
Our Solution
We provided a fully managed, non-custodial Staking-as-a-Service solution:
- Migrated their staking activities to our institutional-grade, geographically redundant validator infrastructure.
- Implemented a non-custodial delegation model, allowing the client to retain full control of their assets at all times.
- Provided an aggregated dashboard to monitor uptime, rewards, and network performance across all their staked assets.
- Offered an enterprise SLA guaranteeing uptime and providing protection against slashing penalties.
Our Technology & Analytics Stack
Meet Our Web3 Finance Experts
Dr. Bjorn H.
V.P. - Ph.D., FinTech, DeFi, Neuromarketing
Vishal N.
Manager, Certified Hyper Personalization Expert, Senior Data Scientist (AI/ML)
Joseph A.
Expert Cybersecurity & Software Engineering
Prachi D.
Manager, Certified Cloud & IOT Solutions Expert, Expert in Artificial Intelligence Solutions
What Our Clients Say
"The level of sophistication and security Errna brings to the table is unmatched. They've given us the ability to confidently deploy capital into DeFi strategies that we simply couldn't access on our own. Their AI-driven insights are a genuine game-changer."
Flexible Engagement Models
Dedicated Team
Embed a dedicated team of our portfolio managers, analysts, and security experts directly into your operations. Ideal for funds and large enterprises requiring deep, continuous collaboration and customized strategy development.
Fully Managed Service
Our most popular model. We handle every aspect of your digital asset portfolio, from strategy and execution to security and reporting, based on your pre-defined goals and risk parameters. A true "white glove" solution.
Strategic Advisory
Leverage our expertise on a project basis. We provide strategic consulting on DAO treasury structuring, risk management frameworks, protocol due diligence, and developing in-house asset management capabilities.
Frequently Asked Questions
Security is our absolute priority. We use a multi-pronged approach including: 1) Institutional-grade custody with multi-party computation (MPC) or hardware security modules (HSMs), 2) Rigorous smart contract audits for every protocol we interact with, 3) Continuous on-chain monitoring for threats, and 4) Strict internal access controls. Your assets are never held in a single hot wallet and require multiple approvals for any transaction.
No. We use fully segregated, on-chain wallets for each client. Your assets are always identifiable and separate from any other client's funds. This ensures complete transparency, security, and clear ownership at all times.
We provide access to a real-time, 24/7 dashboard showing your portfolio's performance, asset allocation, and risk metrics. Additionally, we deliver comprehensive monthly and quarterly reports that include performance attribution, transaction history, and detailed data for tax and accounting purposes.
We have a dedicated compliance team that stays ahead of the evolving global regulatory landscape. Our platform has built-in KYC/AML capabilities, and we work with leading crypto accounting firms to ensure our reporting meets the requirements for various jurisdictions, including the US.
Our fee structure is transparent and typically consists of a management fee based on Assets Under Management (AUM) and a performance fee on the returns we generate above a certain benchmark. This aligns our incentives directly with yours: we succeed when you succeed. We provide a detailed fee schedule during our initial consultation.
Ready to Unlock the Full Potential of Your Digital Assets?
Schedule a complimentary, confidential consultation with our Web3 asset management experts. Let's discuss your goals and build a strategy to securely grow your portfolio in the new digital economy.
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