Phase 01
Foundation & Infrastructure
- Launch core platform architecture
- Implement MPC custody solutions
- Deploy initial quantitative strategies
- Complete security audit & SOC 2 prep
- Onboard founding institutional clients
✓ Completed
Q1 2026
Q2 2026
Phase 02
Platform Enhancement
- Advanced portfolio analytics dashboard
- Real-time risk monitoring system
- Expand strategy offerings to 10+
- Launch mobile application (iOS/Android)
- Integrate Bloomberg Terminal APIs
⏱ In Progress
Phase 03
Scale & Compliance
- Achieve SOC 2 Type II certification
- Expand to European markets (MiCA)
- Launch institutional API access
- Deploy automated tax reporting
- Target $10M AUM milestone
○ Upcoming
Q4 2026
Q1-Q2 2027
Phase 04
Global Expansion
- Asia-Pacific market entry
- Launch managed fund products
- White-label platform for partners
- AI-powered strategy optimization
- Target $50M+ AUM milestone
○ Upcoming
$0M+
Assets Under Management