QUALIAX // booting
Qualiax®
v 2026.1
§ 00Finance

Capital, instrumented.

We advise founders, family offices, and operating companies on where to place the capital, how much risk to take, and what the thesis needs to survive. We do not pick stocks. We build the system.

AUA tracked
$2.1B
Active mandates
38
Avg. mandate tenure
4.2 years
Divisions served
3
Aggregate · Anonymized
§ 01Practice areas

Three things we do well.

We turn down everything adjacent. If it requires a trading license we don't hold, we say so in the first meeting.
FI/01

Treasury & Cash

Idle cash is a liability at current rates. We map your liquidity needs, build a cash waterfall, and place the residual across duration and instrument. Most mandates recover 80–120 bps annualized in the first quarter.

FI/02

Portfolio Strategy

Position sizing, factor exposure, risk-adjusted return targets. We write a thesis before we touch an allocation. The thesis is revisable; the process is not.

FI/03

Risk Advisory

Tail scenario modeling, downside hedging, and regulatory exposure mapping. We stay on the mandate until the risk profile matches the thesis — not just until the report is filed.

§ 02Who we work with

Three types of mandate.

01 · Founders

Founders

Pre-liquidity capital planning, personal treasury after a liquidity event, carry and equity management across multiple vehicles.

We work with founders who are too busy to manage capital well and too close to their own companies to think about it clearly. We hold the clarity they need but don't have time to maintain.

02 · Family Offices

Family Offices

Direct investment thesis, co-investment pipeline sourcing, portfolio monitoring, and governance frameworks for multi-generational capital.

Single-family and small multi-family offices. We are not a fund — we advise on where to allocate, not how to build a fund around it.

03 · Operating Companies

Operating Companies

Working capital optimization, capex financing structures, treasury policy for growth-stage and profitable businesses.

Most operating companies treat treasury as an afterthought until the line of credit gets called. We help build the policy before the situation demands it.

§ 03Mandate model

How an engagement runs.

01

Diagnostic

Three weeks. We audit the current capital structure, liquidity position, and risk exposure. Written report, no slide deck.

02

Thesis

A single document: where the capital should be, at what risk level, on what time horizon. Signed off by both sides before we move a dollar.

03

Monitor

Quarterly review. Thesis updates when the situation changes — not the relationship. Average tenure across active mandates is 4.2 years.

§ 04Initiate

Tell us what you're
about to build.

We respond to every brief in 48 hours. Long shots welcome — we keep the calendar light on purpose.