How Occams Advisory Made Conviction Executable

👉 Read the full case study: The Corporate Bitcoin Playbook

In an era of fragile balance sheets and rising counterparty risk, Occams Advisory turned conviction into action—allocating part of its corporate treasury to bitcoin and securing it with Onramp’s Multi-Institution Custody (MIC).

This case study traces how a mid-market professional services firm moved from curiosity to policy—educating stakeholders, solving custody first, and implementing a clear governance framework that aligns with fiduciary standards.

Inside, you’ll find:

• A step-by-step look at how Occams built and approved its bitcoin policy
• Practical tools for finance and audit teams—education decks, custody matrices, and MIC workflows
• Lessons on risk management, segregation, and board-level governance

Occams didn’t wait for consensus. They acted—and in doing so, created a blueprint for corporates adopting bitcoin with institutional discipline.

👉 Read the full case study: The Corporate Bitcoin Playbook