Public-source evidence for DAT provider decisions

Provider economics, normalized. Realized outcomes, sourced.

DAT Provider Research assembles bounded, source-linked evidence packs for public-company management, Board and counsel processes reviewing digital-asset treasury provider relationships.

What the evidence pack covers

Current economics

  • Provider role and current agreement structure
  • Same-role public comparables
  • Fee denominator and payment mechanics
  • Actual disclosed expense
  • Equity and warrant economics

Governance & outcomes

  • Related-party, ownership and Board relationship facts
  • Term, renewal and termination mechanics
  • Fee reductions, disputes and amendments
  • Realized exits, internalizations and replacements
  • Explicit non-comparability and source map

Method

We do not collapse unlike provider roles into a single “market rate.”

ROLE → CURRENTNESS → DENOMINATOR → PAYMENT → ACTUAL EXPENSE → TERM → EXIT → GOVERNANCE → REALIZED OUTCOMES → NON-COMPARABILITY → SOURCES

Public sources only

Primary filings, agreements, issuer disclosures and other attributable public materials are linked back to source.

Bounded output

One provider/agreement family, a small same-role comparator set and contextual realized-outcome controls.

Public mini-sample

Forum Markets / Electric Treasury Edge — realized provider exit

Public filings disclose a provider relationship with:

  • 2% annual NAV management fee
  • $2 million annual minimum fee
  • Five-year initial term
  • Early-exit economics tied to remaining compensation
  • May 2026 termination
  • $1.5 million June 2026 payment satisfying outstanding fees/expenses plus an agreed portion of liquidated damages

Sources: Asset Management Agreement · June 2026 filing

What it is not

  • No legal advice
  • No investment advice
  • No fairness or arm's-length opinion
  • No provider selection, retention or termination recommendation
  • No securities valuation
  • No audit certification

Founding validation scope

One bounded provider/agreement family · up to five primary same-role public comparables · up to three contextual or realized-outcome controls · one source-linked evidence pack.

$4,900 fixed / 72 hours

oleg@datproviderresearch.com