Advisory · Finance · Legal
Finance, Treasury & Legal
Infrastructure for
International Companies
HELMS designs and operates the finance, treasury and legal infrastructure behind companies expanding across jurisdictions, payment networks and digital asset ecosystems and tokenised real-world assets (RWA)
Executive Leadership Across TradFi, Fintech and Digital Assets
Typical reply from a live operator, about 30 minutes in business hours (CEST|CET time)
32+Jurisdictions Supported
15+Years of Executive Experience
Global ReachLocal Execution
Selected Experience Across
WirexKunaIronBitSkywindCinema CityAlfa Bank GroupDeloitte
Experience accumulated through executive leadership, advisory and finance transformation roles
Services
Operating finance, treasury and legal leadership
A focused set of practices designed to build a stronger financial operating system without unnecessary complexity
Fractional CFO
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
Strategic Finance
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
Capital Raising
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
Risk & Governance
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
Treasury & Stablecoins
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 Coordination
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
Who it's for
Who We Work With
Operators and investors building regulated financial infrastructure — specialist depth across banking, fintech, payments, digital assets, SaaS and multi-jurisdiction groups.
Fintech & Payment Companies
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
Crypto, Web3 & Digital Assets
Exchanges, custodians and CASPs building institutional-grade finance functions.
Exchange, custody and stablecoin operations under MiCA — treasury controls, Web3 operations, governance and risk discipline for crypto-native businesses
Stablecoin & Tokenisation Projects
ART and EMT issuers and real-world asset (RWA) tokenisation projects navigating MiCA reserve, capital and disclosure requirements.
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
Banking & EMI
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
Venture-backed Startups & Investors
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
International Holdings & Scaling Groups
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
Track Record
Example Engagements
Selected mandates. Details available under NDA.
Treasury & banking infrastructure across multiple jurisdictions
Built and maintained EMI, BIN sponsorship and scheme relationships for a UK-headquartered crypto-fintech serving a multi-million user base.
MiCA readiness for a regulated digital-asset business
Mapped CASP authorisation pathway, capital requirements and reserve regime ahead of application.
Finance function build-out for a crypto exchange
Established IFRS reporting, management accounts and audit readiness from a standing start.
Fundraising and investor reporting
Prepared financial models, data room and board-grade reporting for venture fundraising.
Asset-referenced token structuring
Designed reserve accounting, NAV methodology and inter-entity flows for a commodity-backed token issuer.
International tax & consolidation
Designed transfer pricing and consolidation framework for a multi-entity international group.
How we work
From first call to operating rhythm
A structured engagement model that moves quickly without losing control over scope, governance or execution
01
Discovery
A focused call on stage, jurisdictions, regulatory exposure and immediate priorities
02
Diagnostic
Review of reporting, treasury, risk controls, legal workflows and decision bottlenecks
03
Build
Dashboards, models, governance packs, funding materials and operating processes
04
Operate
Weekly rhythm, executive reporting, board support and continuous improvement
Engagement models and what to expect
Flexible structures sized to the mandate — from a steady fractional rhythm to a focused project or an on-call advisory review.
Fractional retainer
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.
Project
A defined scope and deadline — a fundraise data room, a treasury redesign, a licence application, a risk framework. Fixed deliverables, clear start and end.
Advisory mandate
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.
HELMS vs in-house vs Big 4
HELMS
- Senior operators from day one
- Multi-jurisdiction and crypto-native depth
- Flexible cost, scoped to the work
- Embedded in your team, not arm's length
In-house hire
- Full-time ownership and deep context
- Slow and expensive to recruit
- Single point of knowledge
- Hard to cover finance, treasury, risk and legal in one person
Big 4
- Brand and broad coverage
- High cost, often junior delivery
- Generic frameworks, slower cycles
- Limited hands-on treasury / crypto operating depth
Frequently asked questions
How do engagements start?
A short discovery call, then a focused diagnostic. We scope the work and confirm fit before any commitment.
What are typical timelines?
Projects run from a few weeks; retainers are ongoing. In most cases you see useful output within the first few weeks.
How do you handle confidentiality?
We work under NDA. Data access is least-privilege and time-boxed, and removed when the engagement ends.
Which jurisdictions do you cover?
EU, UK, UAE, US and Canada, including cross-border and multi-entity structures.
How is pricing structured?
As a monthly retainer, a fixed-fee project, or an advisory mandate — scoped to the work and agreed upfront, with no surprises.
Who actually does the work?
Senior practitioners, not juniors. The people you meet in the first call are the people delivering the work.
About HELMS
Finance, treasury and risk leadership across banking, fintech and digital assets
Senior advisory platform for international companies
HELMS combines senior finance, treasury and legal expertise into a single advisory platform, helping companies launch, scale and operate across multiple jurisdictions without building large internal teams
Book
Book a free 30-minute discovery call
Pick a time that works for you. We will discuss where you are, where the business needs to get to, and whether HELMS can help
01Initial assessment of finance, treasury and risk priorities
02Clear next steps and engagement options
03Most requests answered within ~30 minutes during business hours (CEST|CET)
Build the foundation before growth outpaces it. For advisory mandates, treasury projects, fundraising preparation, risk reviews or legal coordination — info@helmsadvisory.com