LISR Advisory Review — Application
A structured, written institutional custody risk assessment produced by the Linkmerica Research Team under the LISR framework. Asynchronous. No calls required. Delivered within 5 business days.
Who This Is For
- Registered Investment Advisors (RIAs) with crypto-holding clients
- Small crypto funds and digital asset managers
- High-net-worth individuals managing significant self-custody positions
- Teams managing multisig treasury or operational signing wallets
- Crypto-native operators who need documented custody risk visibility
- Family offices with direct digital asset holdings
What the Review Covers
| Device Architecture | Review of wallet hardware, secure element implementation, and physical security posture. |
| Key Management | Seed generation, entropy quality, passphrase usage, and key isolation assessment. |
| Backup & Recovery Exposure | Seed storage approach, redundancy model, access controls, and catastrophic loss scenarios. |
| Operational Security | Signing workflow, operational discipline, physical security, and procedural exposure points. |
| Governance & Change Control | Who has signing authority, change management procedures, and vendor reliance boundaries. |
| Incident & Lifecycle Risk | Known incidents, near-misses, device lifecycle considerations, and long-term operational risk. |
Information Required
Include the following in your application email. Provide only what you are comfortable sharing. Linkmerica will never request private keys, seed phrases, or direct wallet access.
- Custody objective (treasury storage, personal storage, operational signing, etc.)
- Wallet stack (devices and wallet software used)
- Signing model (single-sig, multisig, threshold, roles)
- Backup model (seed storage approach, redundancy, access controls)
- Operational workflow (who signs, how often, where)
- Any known incidents or near-misses
- Jurisdiction (country only)
Subject: LISR Advisory Review — Application 1) Custody objective: 2) Wallet stack: 3) Signing model: 4) Backup model: 5) Operational workflow: 6) Known incidents or near-misses: 7) Country:
Deliverable
- Structured written report — 8 to 12 sections
- Produced under the LISR framework by the Linkmerica Research Team
- Covers custody risk factors, configuration exposures, and procedural weaknesses
- Version-stamped and dated at delivery
- Delivered within 5 business days of confirmed application
- Format: PDF — suitable for internal compliance documentation
FAQ
Will Linkmerica ask for my private keys or seed phrase?
Never. The review is based entirely on information you provide about your custody configuration. No wallet access is required or requested.
Is this financial advice?
No. The LISR Advisory Review provides structured custody risk visibility under the LISR framework. It does not constitute financial advice, legal counsel, or an assurance statement.
What happens after I submit the application email?
The Linkmerica Research Team will confirm receipt within 2 business days, confirm scope, and provide payment instructions. Work begins upon payment confirmation.
Can the report be used for compliance documentation?
The report is structured for that purpose — version-stamped, dated, and produced under a named framework. Whether it satisfies specific regulatory requirements depends on your jurisdiction and compliance obligations.
Is the founding cohort fee fixed?
The $750 founding cohort fee applies to the first wave of advisory clients. Pricing will be reviewed as the platform scales.
This review does not replace internal controls or legal counsel. Linkmerica does not provide custody services or financial advice. CASPO LLC DBA Linkmerica — Virginia SCC filed.