# Workspaces

#### **Overview**

Workspaces in Brava are the foundational building blocks of the platform.

They are designed to help professional capital allocators, such as treasury managers, advisors, and family offices, manage multiple clients or entities in a segregated, secure, and self-custodial environment.

Each workspace operates as its own self-contained account, complete with dedicated smart-contract infrastructure, portfolio management tools, and reporting capabilities.

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#### **What is a Workspace?**

A workspace represents an independent operating environment inside the Brava Finance platform.

You can think of it as a separate vault or client account that keeps assets, portfolios, and reporting completely isolated from one another.

**Key Principles**

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<summary><strong>Segregated by Design</strong></summary>

Each workspace is fully isolated, no overlap of assets, portfolios, or data.

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<summary><strong>Ideal for Professionals</strong></summary>

Perfect for managers or advisors who handle multiple clients or strategies under one Brava account.

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<summary><strong>Independent Reporting</strong></summary>

Each workspace produces its own analytics, exposure breakdowns, and performance reports.

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<summary><strong>Multi-Workspace Support</strong></summary>

Switch between workspaces instantly via the workspace selector in the dashboard.

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#### **How Workspaces Work**

Under the hood, every workspace is powered by a dedicated SAFE wallet (smart-contract vault). This wallet acts as the custodial anchor for all assets, deposits, and portfolio allocations within that workspace.

**How Workspaces Function**

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<summary><strong>Assets Protected in the SAFE Wallet</strong></summary>

All tokens, deposits, and allocations within a workspace are stored directly in its underlying SAFE. Brava never takes custody, users remain in full control at all times.

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<summary><strong>Portfolio Management Within Workspaces</strong></summary>

Inside each workspace, you can create and manage multiple **portfolios**, each representing a specific investment strategy or yield objective.

Portfolios can allocate funds across stablecoin and RWA strategies, with automated routing handled by Brava’s transaction engine.

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<summary><strong>Self-Custodial Security</strong></summary>

Because each SAFE wallet is owned by the user, Brava operates as a non-custodial layer, automating execution and reporting without holding funds.

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<summary><strong>Switching Between Workspaces</strong></summary>

The platform allows seamless switching between workspaces, making it easy to manage multiple client treasuries from a single Brava account.

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#### **Creating a Workspace**

Creating a new workspace takes just a few steps:

| Step                          | Action                                                                                           | Description                                                                                   |
| ----------------------------- | ------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------- |
| **1. Create a Workspace**     | Select ‘Create New Workspace’ from your workspace dropdown.                                      | Starts a new environment for a specific client or fund.                                       |
| **2. Name the Workspace**     | Enter a unique name (e.g., “Client A Treasury” or “Yield Fund Alpha”).                           | Helps you identify and organise workspaces easily.                                            |
| **3. Link a Unique Wallet**   | Choose a Web3 wallet to link to this workspace.                                                  | Each workspace must have its own dedicated wallet — Brava will prevent duplicate connections. |
| **4. Supported Wallet Types** | Fireblocks, Ledger Enterprise, Utila, Metamask, or other web3-compatible wallets.                | Select based on your custody preference (institutional or retail).                            |
| **5. Provisioning**           | Once named and linked, Brava automatically provisions a dedicated SAFE wallet for the workspace. | The workspace is now ready for portfolio creation and capital deployment.                     |

> **⚠️ Important:**
>
> A wallet can only be connected to one workspace at a time. If the system detects that a wallet is already associated with another workspace, it will block the connection to ensure proper segregation of assets.

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#### **Managing Multiple Workspaces**

* You can create as many workspaces as needed under a single Brava account.
* Each workspace is fully independent, including:
  * [SAFE wallet](https://safe.global/)
  * Portfolios
  * Reporting & analytics
  * Permissions and connected team members

This structure enables treasury managers to service multiple clients or entities without cross-contamination of assets.

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#### **Adding Funds to a Workspace**

After your workspace is created and linked to a wallet, you’ll need to fund it before allocating capital to portfolios. Funds are deposited into the workspace’s underlying SAFE wallet, which serves as the holding account for all assets in that workspace.

**Two Ways to Add Funds**

| Method                                                | How It Works                                                                                                                                             | Notes                                                                                  |
| ----------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------- |
| **1. Add Funds via Platform**                         | From your connected wallet, select Add Funds to Workspace. Enter the amount and token (e.g. USDC, USDT, DAI) to transfer, then confirm the transaction.  | The platform will display the network costs and confirmation details before execution. |
| **2. Manual Transfer to your Brava Workspace Wallet** | Copy your workspace’s wallet address from the dashboard, and initiate a transfer manually from your custody provider (e.g. Fireblocks, Utiller, Ledger). | This option is ideal for institutional users who prefer direct control over transfers. |

Once the transaction is completed, the funds will appear in your workspace dashboard.

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#### **Workspace Balances**

Funds in a workspace are categorised as:

| Category              | Description                                                                                                |
| --------------------- | ---------------------------------------------------------------------------------------------------------- |
| **Allocated Funds**   | Capital that has been distributed across active portfolios within the workspace.                           |
| **Unallocated Funds** | Capital that is available in the [SAFE wallet](https://safe.global/) but not yet deployed into portfolios. |

This breakdown gives users a clear picture of both deployed and idle capital, making it easy to manage allocations efficiently.