---
# System prepended metadata

title: Day 1 - 20210615 Meeting Minute
tags: [Meeting]

---

Day 1 - 20210615 Meeting Minute
===

###### tags: `Meeting`

:::info
- **Location:** TEC Lobby
- **Date:** Jun 15, 2021 3:30 PM (TPE)
- **Agenda**

1. 公司的使命與價值
2. 未來幾週的計畫和安排
3. 具體的執行目標與進度
4. 和員工宣布事項與信件內容
5. 員工OKR - 利益、報酬與薪餉
6. 辦公環境採買打造
7. 大於格局規劃
8. 徵才roadmap與組織架構

- **Participants:**
    - Vins
    - Thomas
    - Pei
    - Eion
- **Contact:** Eion <eion@defits.capital>
- **Host:** Vins
- **Reference:** - x

:::

---

# 1. 公司的使命與價值 Features

The first professional crypto hedge fund with tokenomics

liquid token fund https://panteracapital.com/funds/liquid-token-fund/
tokenized fund unit

### 為什麼我們要 tokenomics
第一天就能夠讓所有人投資的 coinbase 。 
更符合 crypto 的原生 去中心化特性 （like stockx）
發揮 crypto 的特性 有token 就可以 合規就行了。
證券化代幣交易所太難了。我們身為 crypto expert 用 tokenomics 來加速公司發展。賺錢要快，要賺更快。有 tokenomics 可以讓我們的成長 10x speed。

也是有 IPO roadmap
兩個證券交易所上市：NYSE & Crypto Exchange
先上櫃 再上市
IPO 下櫃上市？

**傳統模型** 算給你看 不做 tokenomics 跑五年 差多少
token 市值 plus 賺到的錢 超過 只拿錢
做一個你的想法的excel 給你看 傳統投資人概念的hedge fund forecast。


## 主線 (Asset Management)

* 提高 AUM
* Better performance
* reputation (不斷提供比市場上更好的服務，規模更大更優質)
* 獲得高淨值資產客戶信任，提供多元服務
    * 成為有錢人的投資標的物之一 （類 房地產）

成長，接觸 Family office (TW>Asia>West) / Fund of fund > 提升 AUM > 推動 ETF (類似 greyscale)(DeFi ETF / Derivatives) or be **Market Maker** > IPO

## Phases

### Phase 1: Professional Crypto Hedge Fund

成為透過量化策略達到加密貨幣資產風險管理的對沖基金，服務機構級客戶，提供最多元的加密資產管理服務 (一站式服務)
    
* **AUM Target:** 1B USD
    * Money Escaped from China (can we build a portal for them?)  > Ian & Allen (K&L Gates) (AUM or Token)

* **The most trustworthy partner**
    * professional techology
    * well understanding in both crypto tech and traditional quant trading 
    * (liscense / permit / legal compliance) / Performance / Hedging Mechanism / 
    * **Customer Relationship Management**
* **Convenient** (cash flow) . 
* **Customizatio** - risk profiles 
        * Alpha: 0% risk-free
        * Beta: Gambling products (higher risk & higher return)


### Phase 2: Family Office & Noted Institutions

### Phase 3: Make an ETF product (greyscale-like)

### Phase 4: Diversified Portfolio

* Commodities
* FX
* Real Estate




---

## 支線 (DeFi Labs)

* 如何幫助我們提升品牌力
* OTC 吃下來？
* Private Banking Service
* Decentralized Bank (蓋在區塊鏈上的銀行)
* 遺產信託服務 Legacy Management  
    * 儲蓄險概念產品
* Open Finance Platform (DeFITs.com)
    * Face individuals
    * (better version of 派網)

---

## Others

Leverage family office & connections
成立聯盟 當發言人（可參考美國過去經驗）? Singapore? U.S.?
**掌握法規話語權，建立護城河，(國策顧問)**

---

```
awesome for both institutional investors and retail
the market is hungry for products
- traditional finance

* AUM Acquisition Strategies :
1- Resources & Connections (口碑行銷 & reference) / 
2- Agent Company (build referral program) 建立 通訊處 / 
3- Instition & Family Office & Fund of Fund

DeFITs <Definition>
key  features
product roadmap
Team: finance x blockchain background > logos university
kronos blocto hakka NTU coppenhagen ABS 
tokenomics > inflation?
token allocation
Token Staking Incentives
gamified VIP? 
how to increase the value of token price & value
(defits tag)
DeFi Trends DeFITs leverages
valuation creation potential (compared to other defi projects' valuation)
(industrial growing)
```

---

# 2. 未來幾週的計畫和安排 Near TDLs

## Fundraising (Equity Seed Round)
>[name= Vins & Thomas]
>
* Pitch Deck
* Financial Forecasts
* Contacts (Wego / Ian / AppWorks / )

## Compliance Works
>[name= Vins & Adeline & Sheldon]
>
* Seed Investment Contract > [name=Billy]
* Cayman Mother Company Registration
* SG subsidiory
* Token Sale Compliance


## Company Accounting
>[name= Cath]

* 會計 Accountants
    * Short-term: AppWorks' (?)
    * Long-term: Ernst & Young (?)


## AppWorks Batch #23 (by July 14th)
>[name= Eion]

* Google form

## Quarterly Report
>[name= Ray] (June 16th)


## Sales Kit (AUM)
>[name= Sheldon & Cath] (June 21st)
 
* Crypto Rich
* Traditional Finance Rich
* Traditional People
* Random / General

(Presentation / PR Trainees)

## Official Website v2
>[name= Pei] (June 21st)

* Complete Landing Page
* Providing Nice Examples to Pei
    * compound.finance
    * 

## Accounting System
>[name= Thomas & Pei]

## Strategies Optimization
>[name= Pei & Thomas]

## Office Works
>[name= Eion]

## ( ICO Seed Round )

* Connections
* Advisors
* KOLs
* Institution

---

# 3. 具體的執行目標與進度



# 4. 和員工宣布事項與信件內容

* 週一全體進公司開會
* 

# 5. 員工 OKR - 利益、報酬與薪餉



# 6. 辦公環境採買打造



# 7. 大於格局規劃

* Pei & 子馨 the other version

# 8. 徵才 roadmap 與組織架構

Total: 30 ppl

## Quant Team
* Back-end Developers *12 
(High frequency strategy)
* Quant Developers *2 
RD: ML Developers (better ML platform)


## Front-end & Back-end

## Marketing & PR & Branding & 
* Cath & Eion & helper *3
* Outsource to some PR company

## BD
* Sheldon & Khash & Maurice

(徵才：槓桿 Po Chen / )

---


## Walk through signup flow 

- [Slide to explain the flow](/p/slide-example)

:dart: Sprint Goal
---
- Identify tasks that can help us raise conversion rate

:books: Sprint Backlog
---
- Email invite feature
- Interview users

:mag: Sprint Retro
---
### What we can start Doing
- New initiatives and experiments we want to start improving

:closed_book: Tasks
--
==Importance== (1 - 5) / Name / **Estimate** (1, 2, 3, 5, 8, 13)
### Development Team:
- [ ] ==5== Email invite
  - [x] ==4== Email registration page **5**
  - [ ] ==5== Email invitees **3**
- [ ] ==4== Setup e2e test in production **2**

### Design Team:
- [ ] ==4== Interview users **8**
- [ ] ==5== Build roll-up display content **5**
- [ ] ==5== Help user discover new features **5**

## Notes 
<!-- Other important details discussed during the meeting can be entered here. -->
