LOGO Portfolio Management System for Digital Assets ELEVATOR PITCH: We’re the next-generation portfolio management system for the Digital Asset age. YEAR FOUNDED: QIS Risk is a cloud-based SaaS solution for institutional investors to manage their portfolio and risk in crypto markets. Our 2021 technology couples best-in-class portfolio tracking with a reporting suite that’s tailored to allocator needs. SECRET SAUCE: TEAM SIZE: Highly automated activity feeds allow clients to run leaner, more efficient finance and ops teams. 4 Product features are uniquely geared towards institutional clients. Our rapid product iteration allows us to meet client needs in a dynamic technology environment. TARGET CUSTOMERS: Finance & Ops, USE CASES CIO/Investment Directors RELEVANT INDUSTRIES: 1 Powering crypto markets middle-office Asset Management, Treasury, Digital Assets are an emerging market with their own set of operational challenges. Potential investors need systems to track Hedge Funds, Family Offices their positions across a fragmented custody environment. They also need reliable risk metrics and a familiar reporting suite to run daily fund operations. QIS Risk provides a central source of truth for institutions to organize and make sense of all their crypto market activity. 2 External stakeholder reporting Institutions allocating to Digital Asset managers are increasingly requiring risk and operational controls, as well as regular reporting, as part of ongoing due diligence. QIS Risk provides an independent channel for managers to share customized reports with their stakeholder for increased transparency and reduced administrative burden. FUTURE TECH WE WANT TO LEARN ABOUT: • Current and future Digital Asset (crypto) initiatives at partner FIs • Portfolio Management System (PMS) vendor and procurement process at partner FI
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