Use cases

A vault as your next fund wrapper

Run your strategy as an onchain vault with permissioned deposits, independent NAV and your mandate enforced onchain, without hiring Web3 engineers.

Talk to the vault teamHow asset managers control risk onchain
$14.72B was held in tokenized US Treasury products on 29 September 2026 (rwa.xyz).
Fund vaultNAV daily
1.041208
Share pricepriced independently
New investor
KYCPassed
Allow listAdded
Mandate check
Trade outside mandateReverted
$550M+
peak TVL in Upshift vaults
11
audits by 6 independent firms
30+
chains supported
Daily
independent NAV
What buyers ask

What fund teams ask before launching a vault

We have no Web3 engineers.

Upshift builds and runs the vault through Vault-as-a-Service. Your team runs the strategy.

Deposits must be KYC'd.

Vaults can be fully permissioned, with deposits open only to allow-listed wallets.

Who prices the book?

Upshift's multi-oracle engine prices every position independently of the manager, and the NAV is readable onchain.

Who distributes it?

Live vaults are listed on app.upshift.finance and can reach wallets and platforms that integrate the SDK.

How is our mandate enforced?

The policy engine restricts deployment by chain, protocol, token and contract function. Anything outside the mandate reverts.

With and without Upshift

Build it yourself, or let Upshift build it for you

Building it yourselfWith Upshift
Fund wrapperSet up a new vehicle and service providersAn onchain vault built to your mandate
InvestorsManual onboarding and transfer agencyKYC and allow lists at the vault
NAVAdministrator calculations on a delayIndependent pricing, readable onchain
MandateCompliance checks after the tradeThe policy engine blocks trades outside the mandate
ReportingMonthly statementsPositions visible in real time, third-party reporting on request
DistributionYour own channels onlyListed on the Upshift app and SDK-integrated platforms
How a launch runs

From first call to a live vault

  1. 1

    Define the mandate

    Chains, protocols, tokens and limits the vault may use.

  2. 2

    Review

    Your compliance team works through the data room, audit reports and DDQ answers.

  3. 3

    Launch

    Upshift deploys the vault with permissioned deposits and your fee setup.

  4. 4

    Run and report

    Your team trades inside the mandate, and NAV is priced independently.

Managers already live

Sentora runs a USD, ETH and BTC vault suite on Upshift, and Coinmerce Capital launched a USDC vault on HyperEVM. Read about Sentora's vaults, the Coinmerce Capital vault or how managers already use institutional DeFi.

Get in touch

FAQs

Can an asset manager launch a fund as an onchain vault?

Yes. Upshift builds and runs the vault, and the manager runs the strategy inside a mandate the policy engine enforces onchain.

Can deposits be limited to KYC'd investors?

Yes. A vault can be limited to allow-listed wallets, and only those wallets can deposit.

Who calculates NAV?

Upshift's multi-oracle engine prices every position independently of the manager. Third-party reporting is available through Securitize at an LP's request.

Does the manager hold investor funds?

No. The vault contract holds the assets, and the manager can only move funds between whitelisted protocols.

Are returns guaranteed?

No. Vault returns depend on the strategy and market conditions.

Which chains are supported?

Upshift runs on 30+ chains, including Ethereum, Base, Monad, Stellar and Solana.

Talk to the vault team

Tell us about the strategy, the investors and the mandate. We'll come back with the vault setup, the review material and a timeline.

"Custody should be the starting point for what institutions can do with their assets, not the ending point."
Gregory Barasia
Gregory BarasiaHead of Asset Management, Kraken Institutional
"Upshift sets a high bar for what Earn integrations should look like. The SDK process was seamless."
Ronald Tato
Ronald TatoHead of BD, Tria

What happens next: someone from the growth team replies within one business day to book a 30-minute call.

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