Scope Request

Scope Request Form

Please fill out all questions.

How many users WITHIN your organization will need access to Lukka software (i.e., employees)?

How many users OUTSIDE your organization will need access to Lukka software (i.e., fund managers, auditors, etc.)?

How many separate entities should be created in the software for your needs?

Is historical reconciliation needed?

What is an estimate of your TOTAL historical transaction volume in transaction count (not value)?

On a go-forward basis how many transactions per month do you anticipate (count, not value)?

For what time period do you have transaction history?

Do you maintain your own transactional database?

Do you maintain client trade/transfer data that requires additional consideration?

What accounting methodology do you use?

What will be your source of asset starting balances and cost basis?

Pricing Source (for crypto valuations)

Do you use crypto in your operations (i.e., receive crypto income, pay operating expenses in crypto, etc.)?

What relevant downstream system do you use (i.e. General Ledger system)?

Please provide a list of fiat currencies you are currently transacting in

Other

Please provide a list of cryptocurrencies you are currently transacting in

Other

Do you have additional crypto activities?

Will you require blockchain connectivity (i.e., Nodes that can pull blockchain data directly into the software)?

Please specify any blockchains that you are currently utilizing or intend on utilizing in the future

Does your data set contain derivatives?

Will you require the ability to schedule and automate API calls?

How many times per day do your APIs need to run?

Output parameters and options

Will you require tools to help reconcile discrepancies across accounts and balances?

Do you need the ability to generate tax reports?

Will you require the ability to schedule and automate gain/loss processing?

Reporting Output Currency

Will you require the ability to schedule and automate reporting output generation?

What output would you like to see your reporting in?

Report Output Frequency