PIP-73: VeloraDAO x Octav Partnership for Clear Treasury Reporting

@Sov - Lock-in risk handoff:
If the DAO decides to go in another direction after the first year, they will have access to all reports created in PDF and CSV formats that can be exported and stored. The DAO will also have access to transaction edits that can be downloaded via CSV.

@PGov - Service continuity and pricing:
Octav is well-funded and has a runway for multiple years. As explained above, all data can be delivered to the DAO in CSV format. As for pricing, we are happy to lock in $8,000 as the rate for the second year. We do not plan to modify the price of the pro license. We will be adding more tooling that will be available to all pro license users in the coming months.

@Mehdi - Example reports and value:
Here is an example of a report we provided to other clients. You can also take a look at Parallel Protocol’s monthly update: https://x.com/ParallelMoney/status/1973675307715694806

(This is specifically a balance breakdown report. Transaction & asset variation reports will be sculpted to the DAOs specific needs and will look similar to the airtable to start. Additionally our reports will be going through a UI update shortly that improves the overall look and feel but with similar data. Over time we will be updating these for more flexibility and information.)

We can also work with the DAO to provide custom reports at an additional cost. We are currently working with some other DAOs to provide them with custom whitelabel dashboards that they can sculpt as desired.

@Tane - Future integrations and costs:
Integrations are normally rolled out as needed. We work closely with our clients to ensure we cover all their needs. Unless the chain is non-EVM, costs are included. As for different types of data, as mentioned above, we can work to create a custom whitelabel dashboard if needed. Cost depends on the needs and scope of the project.

@Ignas - Sample reports, uptime, and pricing:

  • Sample reports: See above
  • Our uptime has been 99.9% so far. Since we use onchain data, we are confident in the infrastructure. In case of service disruption, we will work to ensure it is minimal.
  • We can lock the price at $8,000 for the second year as a commercial gesture. We do not plan to increase our pro license pricing at the moment. Wen are adding more ways to access different datasets, and they will be included in the pro license.

@jameskbh - Year 2 costs and data access:
As mentioned above, we can lock the second year at $8,000, and the data will be available via CSV download.

@SEEDGov - Public dashboard access:
We will launch a custom URL for Velora, for example: pro.octav.fi/beefy/treasury/ The team will have the ability to set this URL as public, and users can view the treasury dashboard at any time to see live holdings. Velora can also create multiple bundle breakdowns and custom URLs for any wallets that have paid pro status. They will additionally be able to allow holders to see reports for every day/week/month depending on the occurrence set by the DAO. In short, the team can export and share these reports monthly or allow for a fully public live dashboard with daily-monthly reporting as desired.

@0xAlex - Public dashboard and report examples, wallets included, and future long term outlook:

  • We have big changes coming soon that will allow more functionality as time goes on for Velora to create custom dashboards with more metrics and tracking. (this will be included within their plan)
  • See above for report and dashboard examples.
  • A real time dashboard is included and the custom URL can be set by the DAO
  • The 12 multisigs were chosen so all fee claimers and main treasury wallets could be tracked for accurate reporting and accounting needs. I will leave further details on the wallets chosen to @Avantgarde to explain their methodology.
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