Institutional services LIVE
OpenStrategy conducts non-discretionary research for institutional teams evaluating a strategy, operator, wallet, vault, or automated system. The work turns visible activity into evidence, limitations, practical dependencies, and a governed decision record.
Two service paths
Custom Due Diligence asks whether the evidence supports a strategy thesis. Implementation Readiness asks what would be required to evaluate practical access under a specific institutional workflow.
For funds, allocators, platforms, and product teams that need an independent evidence pack before advancing a strategy.
For institutions that have a strategy thesis and need structured decision support around practical implementation requirements.
Typical workflow
The exact work depends on the strategy and available evidence. Scope, limitations, review state, and delivery format are agreed before work begins.
Define the institutional question, strategy object, evidence boundary, and intended use.
Collect and validate available activity, provenance, identity, and coverage.
Analyse return quality, risk, capacity, robustness, access, and caveats.
Separate deterministic facts from interpretation and route material conclusions for human approval.
Provide the agreed Passport, evidence pack, committee memo, readiness map, or monitoring design.
Research and independence boundary
Payment or participation cannot influence OSIQ 30 inclusion, methodology, O.P.E.N. Profile analysis, Strategy Passport assessment statuses, monitoring states or editorial conclusions.
Research, O.P.E.N. Profile analysis, Strategy Passport production or comparison, human-reviewed assessment status and rationale, Implementation Readiness, IC memo support, and workflow support.
Asset management, brokerage, custody, trade execution, autonomous allocation, retail signals, guarantees, transaction-based introductions, or final unreviewed investment decisions.
Default engagements use fixed-fee, subscription, retainer, licensing, or API structures. No client can pay for a favourable assessment, Index inclusion or editorial conclusion.
Engagement format
Engagements begin with an agreed evidence boundary and decision question. Commercial format may be fixed-fee or retainer depending on recurring review needs.
Strategy object, institutional question, evidence boundary and intended use agreed in advance.
Available records are checked for identity, provenance, completeness and material gaps.
Findings, limitations and decision implications are reviewed before delivery.
Fixed-fee project or retainer structure, without transaction compensation.
Institutional inquiry
Tell us what you are evaluating and what the committee needs to decide.
