Preparing inventory for a desk estimate
What to gather before a collateral and liquidation buffer session so the hour is spent on judgment, not hunting balances.
A strong estimate session begins before the call. Clients who arrive with a clean inventory finish with clearer liquidation buffer figures — and fewer unanswered assumptions.
Bring these items
- Ticker, quantity, and custody venue for each asset you might pledge
- Target principal and currency of the loan
- Lender haircut and LTV schedule, even if incomplete
- Any coins that are staked, vesting, or otherwise not freely movable
If a balance cannot move today, say so. We would rather exclude it than inflate the buffer.
Desktop setup
Use a monitor large enough to keep the schedule and the working sheet visible together. We discourage relying on a single phone image of a ratio widget; those images rarely show haircuts.
After the session
You should leave with a short written summary: post-haircut value, LTVs, buffer headroom, and labeled assumptions. If anything in that note is unclear, ask before the loan posts — clarifying a cell is cheaper than resizing collateral under time pressure.
Ready to book? Request a review and attach your inventory list.