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.

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

Segregated by Design

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

Ideal for Professionals

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

Independent Reporting

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

Multi-Workspace Support

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

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

Assets Protected in the SAFE Wallet

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.

Portfolio Management Within Workspaces

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.

Self-Custodial Security

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

Switching Between Workspaces

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

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. Connect 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.

Managing Multiple Workspaces

You can create as many workspaces as needed under a single Brava account.
Each workspace is fully independent, including:
- SAFE wallet
- Portfolios
- Reporting & analytics
- Permissions and connected team members (coming soon)

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

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 SAFE Wallet

Copy your workspace’s SAFE 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.

Workspace Balances

Funds in a workspace are categorised as: