HELMS designs the finance, treasury and regulatory infrastructure behind companies expanding across jurisdictions, payments, digital assets and tokenized real-world assets.
Typical reply about 30 minutes in business hours (CEST|CET time)
A focused set of practices designed to build a stronger financial operating system without unnecessary complexity
Outsourced board and CEO level financial leadership, budgeting, forecasting, plan-vs-actual analysis and reporting dashboards
Executive-level finance leadership without a full-time hire — board reporting, real-time dashboards and the discipline to turn raw numbers into decisions, built for founders preparing to raise or scale
Multi-scenario models, pricing, P&L ownership, international tax structuring and decision support for sustained revenue growth
Multi-scenario models that tie operating reality to financial targets — pricing, unit economics and runway clarity, so leadership can commit capital with conviction
Fundraising preparation, investor reporting, data rooms, due diligence packs, M&A analysis and structured financing support
Investor-ready data rooms, due-diligence packs and financing narratives, from first model to closed round — with M&A analysis and structured instruments built to protect valuation
MiCA and CASP compliance, enterprise, regulatory and operational risk assessment with control frameworks and board governance
Control frameworks, risk mapping and board governance that hold up under audit and regulatory review — engineered for volatile, multi-jurisdiction environments
Banking and EMI setup, liquidity architecture, stablecoin operations, RWA / real-world asset tokenisation, settlement flows and payment infrastructure
Liquidity architecture across fiat and crypto — banking and EMI redundancy, hot/cold custody controls, reconciliation and settlement flows engineered for reliability
Legal operating model, counsel and vendor coordination, regulatory readiness and documentation discipline
A legal operating model that keeps licensing, T&Cs and onboarding policies aligned with MiCA, DORA and EU, UK, US and UAE expectations — documentation discipline across counsel and vendors
Dedicated service pages: MiCA / CASP licensing support · Fractional CFO · Treasury & banking
Operators and investors building regulated financial infrastructure — specialist depth across banking, fintech, payments, digital assets, SaaS and multi-jurisdiction groups.
EMI-licensed operators, PSPs and card programmes scaling across jurisdictions.
EMI, BIN-sponsor and card-scheme relationships — licensing, operations, reconciliation, reporting and the financial controls behind payment and card products at scale
Exchanges, custodians and CASPs building institutional-grade finance functions.
For crypto exchanges & trading platforms →Exchange, custody and stablecoin operations under MiCA — treasury controls, Web3 operations, governance and risk discipline for crypto-native businesses
ART and EMT issuers and real-world asset (RWA) tokenisation projects navigating MiCA reserve, capital and disclosure requirements.
For stablecoin issuers →Reserve accounting, NAV methodology and issuer treasury controls — ART, EMT and real-world asset (RWA) tokenisation programmes structured to meet MiCA reserve, capital and disclosure requirements
Board reporting, risk mapping, financial operating models and compliance support.
Banking and EMI partnerships with payment-rail redundancy — board reporting, operating models and compliance support that cut concentration risk
Founders preparing for fundraising, board reporting and their first finance hire.
PE and venture investors — portfolio company finance support, pre-investment DD and post-deal value creation
Multi-jurisdiction groups requiring transfer pricing, consolidation and tax discipline.
Multi-entity finance infrastructure and operational launch — consolidated reporting, intercompany flows, transfer-pricing efficiency and cross-border banking built to scale
Who we work with: Crypto exchanges · Stablecoin issuers · Payment & e-money firms · Crypto funds · OTC desks & brokers · Web3 startups
Selected mandates. Details available under NDA.
Built and maintained EMI, BIN sponsorship and scheme relationships for a UK-headquartered crypto-fintech serving a multi-million user base.
Mapped CASP authorisation pathway, capital requirements and reserve regime ahead of application.
Established IFRS reporting, management accounts and audit readiness from a standing start.
Prepared financial models, data room and board-grade reporting for venture fundraising.
Designed reserve accounting, NAV methodology and inter-entity flows for a commodity-backed token issuer.
Designed transfer pricing and consolidation framework for a multi-entity international group.
A structured engagement model that moves quickly without losing control over scope, governance or execution
A focused call on stage, jurisdictions, regulatory exposure and immediate priorities
Review of reporting, treasury, risk controls, legal workflows and decision bottlenecks
Dashboards, models, governance packs, funding materials and operating processes
Weekly rhythm, executive reporting, board support and continuous improvement
Flexible structures sized to the mandate — from a steady fractional rhythm to a focused project or an on-call advisory review.
A recurring senior presence — typically a few days a month — owning finance, treasury or risk on an ongoing basis. Best when you need continuity and board-grade output without a full-time hire.
A defined scope and deadline — a fundraise data room, a treasury redesign, a licence application, a risk framework. Fixed deliverables, clear start and end.
On-call senior judgment for specific decisions — structuring, regulatory strategy, M&A review — without day-to-day delivery. For teams that mainly need an experienced second opinion at the right moments.
A short discovery call, then a focused diagnostic. We scope the work and confirm fit before any commitment.
Projects run from a few weeks; retainers are ongoing. In most cases you see useful output within the first few weeks.
We work under NDA. Data access is least-privilege and time-boxed, and removed when the engagement ends.
EU, UK, UAE, US and Canada, including cross-border and multi-entity structures.
As a monthly retainer, a fixed-fee project, or an advisory mandate — scoped to the work and agreed upfront, with no surprises.
Senior practitioners, not juniors. The people you meet in the first call are the people delivering the work.
We combine senior finance, treasury and regulatory expertise — with legal coordinated through qualified counsel — into a single advisory platform, helping companies launch, scale and operate across multiple jurisdictions without building large internal teams
What HELMS brings:
30 minutes · no obligation · confidential · GDPR-compliant
Pick a time that works for you. We will discuss where you are, where the business needs to get to, and whether we can help
Prefer to write? For advisory mandates, treasury projects, fundraising preparation, risk reviews or legal coordination — info@helmsadvisory.com