Scaling a Crypto Treasury Platform

The problem

Managing crypto across multiple wallets and blockchains was complicated and time-consuming. Every transaction had to be found, priced at the right moment and categorised before an accountant could even start. Most finance teams were doing it in spreadsheets, by hand, every month.

It’s the same problem a lot of businesses have, just with a harder dataset: too much information arriving in too many formats, and skilled people spending their days copying it into the right place.

What we built

We took Picante from initial market research and product strategy through design, development, launch and scaling. Sumner co-founded the company and led product; Raymond designed the platform, the dashboards and every version of the website. It brought accounting, portfolio tracking and reporting into one place.

• Automatic data capture. Transactions pulled in from wallets and exchanges, with no manual exports.
• Rules that categorise for you. Repeating transactions sorted and priced automatically, with anything unusual flagged for a person to review.
• Books an accountant trusts. Clean, auditable records ready for month-end close and tax.
• Portfolio tracking and reporting. A live view of balances and positions for finance leads and founders, with reports ready to share.

The outcome

Picante grew to support over 150 treasuries, tracking more than $260 million in assets and $1.8 billion in transaction activity, before being acquired by Credmark Labs.

Why it matters for your business

The hard part wasn’t the crypto. It was taking a messy, manual, high-stakes process and making it reliable and largely automatic, with people checking what matters. That’s exactly what we do in an AI Workflow Pilot, whatever your industry.