Draft policy framework
DRAFT BITCOIN TREASURY POLICY FRAMEWORK Entity: [Company legal name] Status: Draft for professional review - not adopted policy 1. Purpose This framework describes how [Company legal name] monitors native Bitcoin held in treasury, the operating-cash context required to measure allocation and fiat runway, and the controls selected by management. It is not investment, legal, tax, or accounting advice. 2. Scope Native Bitcoin is the tracked asset. Cash, cash equivalents, approved short-term reserves, near-term obligations, and average monthly operating outflow are contextual totals. Bitcoin-linked securities, altcoins, and DeFi positions are out of scope. 3. Quantitative thresholds Maximum native BTC allocation: 30% of (BTC fair value + cash + cash equivalents + approved short-term reserves). Minimum fiat runway: 6 months, computed as (cash + cash equivalents − obligations due within 90 days) / average monthly operating outflow. Bitcoin is not assumed to be sold to fund operations. 4. Selected operating controls 1. Custody: Bitcoin may be held only with venues and arrangements approved in writing. Seed phrases and private keys are never entered into reporting software. 2. Approvals: Transfers, source changes, and policy amendments require participation by at least two authorized persons. 3. Reporting owner: A named individual is responsible for preparing the monthly Bitcoin treasury pack. 4. Review: An independent reviewer (controller, CFO, fractional CFO, or accountant) reviews and signs the monthly pack before it is locked. 5. Segregation: Company Bitcoin is kept distinct from personal holdings of owners, officers, and employees. 6. Activity: Treasury Bitcoin is not used for active trading, leverage, lending, or altcoin positions. 5. Review cadence Management intends to produce a monthly informational treasury pack covering holdings, period activity (when available), valuation source and timestamp, liquidity, stress cases, policy results, and exceptions. 6. Professional review This draft must be reviewed by the company's qualified legal, accounting, and (if applicable) investment advisers before adoption. Thresholds above are user-selected examples, not recommendations.
EmerickTech Bitcoin Treasury provides informational treasury-monitoring and reporting tools. It does not provide investment, accounting, tax, legal, brokerage, custody, or financial-advisory services. Outputs depend on user-supplied data and selected assumptions and must be reviewed by the company's qualified advisers.