Advisory & Credit
Services
Advisory, custody coordination, and credit for Canadian entrepreneurs, family offices, corporations, and real estate operators on a Bitcoin standard.
Lead-in
Bitcoin as Institutional Collateral
Allodial Capital provides a focused set of professional services anchored in a single discipline: Bitcoin as institutional-grade collateral.
Each engagement is structured for clients who hold Bitcoin as long-duration capital and seek institutional infrastructure to deploy it intelligently — without disposition, without rehypothecation, and without compromise on custody integrity.
Framework
The Allodial Treasury Framework
The flagship advisory engagement. A structured seven-phase process that produces a documented Bitcoin treasury strategy and implementation roadmap.
Discovery
Balance sheet, liquidity, tax, succession audit
Allocation
Bitcoin sizing relative to full balance sheet
Architecture
Custody, multi-sig, jurisdictional design
Liquidity
Collateralization strategy, credit facility design
Governance
Policy documents, board materials, family policy
Implementation
Acquisition, custody onboarding, documentation
Ongoing
Quarterly reviews, monitoring, rebalancing
All Services
Services
Liquidity
Bitcoin-Backed Liquidity Strategy
Liquidity planning and credit advisory for clients who hold Bitcoin and require capital deployment without disposition. Includes evaluation of loan-to-value strategy, margin call planning, tax-efficient borrowing, and integration with broader balance sheet objectives.
Real Estate
Real Estate + Bitcoin Strategy
Specialized advisory for developers, real estate operators, and property-heavy clients integrating Bitcoin into their capital structure. Refinancing strategy, reserve diversification, cross-collateralization, and developer capital structuring.
Family Office
Family Office Bitcoin Integration
Multi-generational Bitcoin strategy for family offices and ultra-high-net-worth families. Inheritance planning, custody continuity, trust integration, governance frameworks, and coordination with existing legal and tax advisors.
Acquisition
Acquisition and Execution Advisory
Execution support for material Bitcoin acquisitions ($500K+). OTC versus exchange execution, counterparty selection, settlement and custody handoff, and tax treatment considerations.
Custody
Custody Architecture
Custody design and operational structure for clients with material Bitcoin holdings. Self-custody, qualified custodian, multi-sig, and trust structures evaluated against client governance, security, and continuity requirements.
Capital Markets
Capital Markets & Structured Products Advisory
Allocation evaluation for accredited investors and institutional capital considering Bitcoin-collateralized credit and structured products. This advisory connects to Allodial's structured capital products.
Investor Access
Allodial Capital works primarily with family offices, corporate treasuries, and sophisticated allocators. Relationships typically begin at $500,000 or above. Qualification is required prior to receiving offering materials.