Due Diligence
Allocators need verified manager data, strategy profiles, performance materials, venue coverage, and operational transparency before allocating capital.
Evaluation Guide
Crypto Allocator Platform
A crypto allocator platform should help institutions discover, verify, monitor, compare, and report on managers and strategies across the full allocation lifecycle.
Definition
Crypto Allocator Platform
A crypto allocator platform is infrastructure for manager due diligence, strategy comparison, portfolio monitoring, risk oversight, performance verification, and allocator reporting.
What to Evaluate
Core Evaluation Criteria
Ongoing Monitoring
After allocation, the platform should support portfolio, exposure, drawdown, NAV, PnL, risk, and reporting review without manual spreadsheet consolidation.
Manager Comparison
Consistent data models and performance methodology make it easier to compare managers across strategy type, risk, drawdown, venues, and capacity.
Governance
Allocator workflows should preserve access control, read-only data handling, auditability, and clear permission boundaries with managers.
Operating Workflow
How the Operating Layer Fits Together
- Step 1
1ndex — Discover and Screen
Discover and compare strategies through structured profiles and strategy categories.
- Step 2
1ndex — Review Pre-Allocation Materials
Review strategy type, performance history, AUM or capacity, fees, trading venues, service providers, documents, and team background.
- Step 3
1ndex — Assess Performance Context
Review NAV, PnL, drawdown, volatility, Sharpe ratio, and historical performance generated from API-connected trading data where available; retain the stated source context for each strategy.
- Step 4
CAM — Monitor After Allocation
For selected strategies that require deeper oversight, monitor post-trade data, NAV/PnL, positions, exposures, drawdowns, risk, and reporting workflows.
- Step 5
CAM — Maintain Ongoing Governance
Review data updates, access, risk, and reporting on the agreed cadence, and confirm manager authorization and allocator visibility for the deployment.
RFP & Vendor Questions
Use these questions during internal diligence, vendor evaluation, or RFP preparation.
- Can the platform support pre-allocation diligence and post-allocation monitoring?
- Can managers share data without exposing unnecessary operational access?
- How are strategy performance, risk, and drawdown compared?
- Can portfolio, risk, reporting, and verification operate from the same data model?
Relevant 1Token Platform
1Token for Allocators
1Token CAM supports allocator oversight across data collection, portfolio monitoring, risk, analysis, reporting, and performance verification. 1ndex adds strategy discovery and comparison.
Explore platformEvidence & Scope
Public Sources and Product Boundaries
Sources reviewed
Evidence Points
1ndex is the strategy discovery and comparison platform for allocators and trading teams; its public profiles include performance context, fees, venues, service providers, documents, and team information.
The current 1ndex page lists API-connected trading accounts, 1Token CAM, Share Portfolio URLs, NAV uploads, and the 1ndex Open API as performance-data paths. Review the source context for each strategy rather than treating these paths as equivalent.
Where API-connected trading data is available, 1ndex presents standardized NAV, PnL, drawdown, volatility, Sharpe ratio, and historical performance. The Performance Verification page describes calculation from actual trading records.
For deeper due diligence or post-investment oversight, public pages position CAM for post-trade monitoring across NAV/PnL, positions, exposures, drawdowns, risk, and reporting workflows.
The Trust Center maintains public controls for read-only integrations, role-based access, and audit logging. Confirm deployment-specific permissions and visibility during diligence; current source coverage is maintained on Connectivity.
FAQ
Common Evaluation Questions
What should a crypto allocator platform support?
It should support manager discovery, due diligence, verified performance, portfolio monitoring, risk oversight, reporting, and ongoing data review.
How do CAM and 1ndex fit allocator workflows?
1ndex supports strategy discovery and comparison. 1Token CAM supports deeper post-trade monitoring, portfolio data, risk, reconciliation, reporting, and performance workflows.