spot potential
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“At the intersection of Digital Assets, AI, and Global Regulation, we architect the capital and compliance frameworks that shape institutional adoption and unlock sovereign-level market access for visionary builders.”
JENNY Q. TA, Founder/GP & Chief Wealth Strategist
INDUSTRY COVERAGE
Capital and Digital Markets News
Dream big, then get to work
Featured In
Our founding members and advisors have been featured in leading finance and technology publications.
ENGINEERING RESILIENT CAPITAL FOR THE DIGITAL AGE
Including Reg CF Advisory for Capital Formation up to $5MM
WEAL28H provides strategic advisory to digital asset exchanges, fintech platforms, tokenized ecosystems, and gaming companies integrating digital assets. Our focus is engineering resilient capital structures, institutional-grade governance frameworks, and regulatory-aligned market entry pathways across licensing and capital formation channels, including support for FinCEN registration, money transmitter licensing preparation, and Reg CF readiness.
TIER 1: FOUNDATION STRATEGY PACKAGE
- Digital Asset Viability Assessment: Advisory review of the business model against current regulatory considerations
- Corporate Structure Alignment: Advisory on Delaware C-Corp versus LLC for future capital formation
- Jurisdiction Strategy: Guidance on domicile selection for fintech and crypto efficiency
- EIN and FinCEN: Guidance
Process overview for initial federal registrations (client executed) - Pitch Deck Advisory Review: Feedback on narrative flow, structure, and clarity
- Business Plan Feasibility Review: Assessment of revenue assumptions and operational roadmap
- Capital Strategy Outline: Informational overview of capital pathways including Reg CF scenarios up to $5MM (non-solicitation)
WEAL28H provides strategic advisory services only. Third-party legal, audit, and filing fees are not included.
WHO THIS IS FOR
Early-stage founders and operators validating digital asset or fintech concepts before committing to formal formation or capital strategy.
WHAT YOU WALK AWAY WITH
A clear regulatory snapshot, capital pathway overview, and structural foundation for next-step execution.
COMMON OUTCOMES
- Clarity
- Insight
- Alignment
- Roadmap
- Readiness
- Structure
- Foundation
STRUCTURE BEFORE SCALE
TIER 2: FORMATION AND OFFERING PREP PACKAGE
- Everything in FOUNDATION, plus:
ENTITY AND GOVERNANCE PREPARATION
- Formation Coordination: Coordinating filings for Articles of Incorporation
- Governance Documents Support: Standard templates for Bylaws and Operating Agreements (for independent legal review)
- IP Assignment Templates: Standard founder intellectual property assignment templates
CAPITAL AND SECURITIES READINESS
- Compliance Architecture Advisory: Guidance on KYC and AML workflow design
- Cap Table Construction: Structuring founder share allocations and option pools
- Financial Model Stress Test: Reviewing assumptions for audit readiness
- Term Sheet Strategy: Advisory on valuation caps and discount rate structures
- Legal Network Introduction: Referral to specialized securities counsel for final documentation and review
All legal documents are coordinated with independent attorneys. WEAL28H does not provide legal services. Third-party legal fees are not included.
WHO THIS IS FOR
Companies preparing for formal governance, securities readiness, and regulated capital pathways.
WHAT YOU WALK AWAY WITH
A fully structured corporate foundation, compliance architecture, and investor-grade documentation workflow.
GOVERNANCE BEFORE CAPITAL
TIER 3: REG CF LAUNCH AND COMPLIANCE COORDINATION
- Everything in FORMATION AND OFFERING PREP, plus:
REG CF AND SEC READINESS
- Audit Liaison Service: Coordinating data organization to reduce billable hours with independent auditors
- CIK Number Application Coordination: Support with issuer filer code registration
- Form C Filing Support Coordination: Working with issuer counsel on Form C preparation and filing support
PLATFORM AND BROKER INTRODUCTIONS
- Platform and Broker Introductions: Introductions to SEC-registered funding portals and broker-dealers (disclosed referral compensation may apply)
- Subscription Agreement Documentation Support: Standard documents provided for attorney review and customization
ADVANCED COMPLIANCE AND DIGITAL ASSET STRATEGY
- Money Transmitter Licensing Roadmap: State-by-state licensing strategy preparation for fintech applications
- Digital Asset Model Review: Advisory on supply mechanics, utility design, and protocol governance feasibility
- Marketing Strategy Development: Content and messaging planning (non-solicitation)
- Data Room Setup: Structuring secure folders for due diligence workflows
OPTIONAL ADD-ONS (QUOTED SEPARATELY)
- Audited Financials: Provided by independent CPA firms
- Legal Opinion Letters: Provided by independent third-party legal counsel
WEAL28H is not a broker-dealer, funding portal, placement agent, attorney, investment adviser, or CPA firm. All securities-related, legal, audit, and filing services are performed by licensed third parties. Third-party fees are not included. WEAL28H may receive disclosed referral or platform-based compensation.
Our offices
San Francisco
Los Angeles
New York
