Transaction-level reconciliation and treasury reporting for institutional digital asset activity

This fully remote software business helps institutions and financial professionals turn complex digital asset activity into reconciled records for accounting, tax, treasury reporting, and audit review. Founded in 2015, the company serves customers across the United States and Canada.

Revenue comes from recurring SaaS subscriptions, custom reporting for high-frequency traders, enterprise contracts and integrations, and partner-support subscriptions.

The company recently launched a dedicated digital asset accounting platform and onboarded its first publicly traded customer.

The Investment Opportunity

The sellers seek an acquirer that can add sales, distribution, management, and operating resources. Potential buyers include accounting and tax software companies, blockchain analytics providers, digital asset infrastructure companies, custodians, fund administrators, and financial institutions.

The business was loss-making in 2025. The opportunity centers on its software, specialized technical team, and customer relationships, with further investment needed to build commercial scale.

Key Investment Highlights

• Transaction-Level Reconciliation: Tracks digital asset activity from acquisition through disposition, supporting cost-basis calculations, gain/loss reporting, and traceable financial records.
• Complex Blockchain Coverage: Applies accounting logic to staking, decentralized finance, validator activity, and trading across Ethereum, Solana, and other supported networks.
• API and Enterprise Integrations: Data and reporting capabilities can be integrated into third-party platforms, ERP systems, and accounting workflows.
• Digital Asset Treasury Accounting: Supports fair value reporting, internal controls, tax and GAAP workflows, and detailed audit trails.
• Institutional Customers: Serves accounting firms, institutional traders, family offices, high-net-worth individuals, validators, and other digital asset organizations.
• Technical Team and Transition: A remote engineering team and COO support the business. Both founders are open to remaining for approximately 1–3 years after closing, subject to final employment terms.
• Growth Opportunities: A buyer could expand distribution, add blockchain and protocol coverage, deepen enterprise integrations, and broaden adoption of digital asset treasury accounting.

NEXT STEPS: Complete the contact form to receive an NDA and Buyer Profile. Look for an email with the subject “Institutional Digital Asset Accounting Platform (NFA-204)”. We will share the CIM and Adjusted Financials after you complete the required documents.

To receive the full CIM, complete the NDA and Buyer Profile and contact buyers@morganandwestfield.com.