Guides · Playbooks for regulated builders

Step-by-step playbooks for regulated builders

Hands-on walkthroughs of the regimes, applications, and processes our clients ask about most. Pick the one that maps to what you're building — or send it straight to the team that needs it.

Incorporation

Choosing Where to Incorporate

“Where should we incorporate?” rarely has a single right answer — a framework for making the call deliberately, not by default.

IncorporationFounders
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AI

Marketing Compliance

Where AI, fintech, and crypto messaging crosses regulatory lines — and how to set up your team so it doesn’t.

MarketingAIFintechDigital assets
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EU AI Act

EU AI Act Readiness

The walkthrough most teams skip — classifying your systems before the 2026 obligations bite. ~12 min for AI builders & deployers.

AIEU AI Act
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AI

Data Protection & GDPR for AI

Your lawful basis for using personal data in training and inference, and how you handle automated decisions — where most AI products are exposed.

AISaaSGDPR
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EU AI Act

AI Governance & Documentation

The risk-management framework, human-oversight policy, transparency notices, and model documentation customers and regulators will actually accept.

AIEU AI Act
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MiCA / CASP

MiCA / CASP Authorisation

Token classification drives everything — so that’s where this guide starts. ~12 min for crypto & digital-asset firms.

Digital assetsMiCA / CASP
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Digital assets

AML / KYC & Financial-Crime Programs

The financial-crime controls regulators check first — and the ones that, done late or thinly, slow or sink a licence application.

FintechDigital assetsAML
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EMI / PI

Payments & E-Money Licensing

How to tell whether you need a licence, which one, and in which jurisdiction. ~11 min for payments & fintech teams.

FintechEMI / PI
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Not sure which path is yours?

We'll map your AI or licensing route in 30 minutes

Tell us what you're building and where you operate. We'll tell you exactly what's required, in plain language — and which of these playbooks applies to you.