Independent public-source evidence for DAT contract decisions

DAT manager contracts, benchmarked for decisions.

A 48-hour, SEC-sourced benchmark pack for Boards, counsel, managers and investors reviewing digital-asset treasury management or advisory arrangements — including fee, scope, term, termination, equity, conflicts and observed outcomes.

One bounded matter · decision-ready evidence

What the benchmark pack covers

Economics

  • Management or advisory fee and denominator
  • Payment mechanics and disclosed expense
  • Equity, warrants, prepaid or performance economics
  • Scope normalization: discretion, staking, custody, derivatives and advisory services

Contract risk

  • Initial term, renewal and amendment history
  • Company-side and provider-side termination rights
  • Liquidated damages, acceleration and exit economics
  • Related-party, ownership and Board relationship facts

Observed outcomes

  • Fee reductions and renegotiations
  • Internalizations, replacements and terminations
  • Disputes and publicly disclosed litigation
  • Explicit non-comparability and source-linked unknowns

Method

We do not treat headline fee percentages as a market rate. A 1% strategic-advisory arrangement is not automatically comparable to a 1% discretionary asset-management mandate.

TARGET → CURRENT CONTRACT VERSION → ROLE/SCOPE → FEE & DENOMINATOR → TERM → TERMINATION → EQUITY/OTHER CONSIDERATION → CONFLICTS → PEER SELECTION → REALIZED OUTCOMES → NON-COMPARABILITY → SOURCE LEDGER

Two-pass source process

Screen: current 8-K, 10-Q, 10-K and proxy disclosures.
Verify: executed agreement, amendments/restatements, current-period filing, governance disclosures and any public outcome record.

Version control

Every contract record is tracked as ORIGINAL → AMENDED → CURRENT → TERMINATED? to reduce the risk of benchmarking a superseded agreement.

Read the public methodology →

Public mini-sample

Why fee percentage alone can mislead

Public DAT agreements can share a similar headline fee while differing materially in scope, duration and exit economics. One useful benchmark therefore separates fee level from the rest of the contract stack.

  • SkyAI / Sol Edge: 2% recurring fee below $1B AUM, 20-year term, related-party relationship and company-side early-termination economics tied to future fees.
  • Upexi / GSR: 1.75% recurring fee, discretionary management and staking scope, 20-year term, with separate termination economics.
  • CEA Industries / 10X Capital: 1.75% fee and 20-year structure later followed by a Board market proposal seeking 0.50% + up to 0.25% performance compensation, a two-year term and revised termination economics; the dispute later moved into litigation.

Primary sources: SkyAI agreement · Upexi disclosure · CEA benchmarking / market proposal

This sample does not state that any agreement is unfair, unlawful or outside an arm's-length range. It illustrates why contract terms must be normalized before a decision-maker draws that conclusion.

Open expanded sample → · Browse illustrative public contract universe →

Independence & QA

Independent factual layer

  • Known economic relationships with the target, manager or opposing stakeholder are disclosed before engagement.
  • The pack does not provide a legal, fairness, fiduciary or investment opinion.
  • Peer-selection logic and material non-comparability are shown, not hidden.

Reproducible evidence trail

  • Material figures and contract terms are tied to public source documents.
  • Current-version status is checked before delivery.
  • Peer selection, formulas, material claims and source links receive a final QA pass.
Low-friction standard scope

Public-source by default

No data-room access required

The standard benchmark is built from public filings, executed public agreements and attributable public materials. Client mailboxes, internal systems and confidential deal documents are not required for the base product.

Clear engagement boundary

Target, question, public agreement family and any requested public peers are enough to start a standard scope. Conflict check, current-version verification and source-led QA are built into delivery.

See the engagement process →

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 target manager/adviser agreement family · 5–7 verified primary comparables · relevant renegotiation, termination or litigation controls · source ledger · one evidence pack · one revision.

$4,900 fixed / 48 hours

oleg@datproviderresearch.com

Public-source research only. Custom scope may require a different timeline or fee.