Asset tokenization advisory

End to end tokenization support, through one firm

You own the asset. We guide the whole job, from whether to tokenize it, through the paperwork, to the way your buyers get back out, and we stay on it until it is done.

Book a strategy call Take the free course

Figure 1. Eight pages from the finished documents of one tokenization, as they print. Stockpile is a fictional company we built for this course, so nothing in its documents has to be blurred.

You should not have to become the expert on this

Everyone in the conversation is selling something, so advice is hard to tell from a pitch. Nobody tokenizes an asset twice, so there is no reason you would know the order already. We have advised 100+ companies.

What we promise

You talk to us, start to finish. We do not hand you over.
If the answer is no, we will say no. Step one can end the engagement.
Nothing gets built before the paperwork supports it.

The whole job

The specialists the job takes, and the firm that holds them

A platform, counsel, a transfer agent, a distributor. Getting them in the right order is most of the work and most of what goes wrong. We hold the order, and we bring in the specialists already briefed on your deal.

You

Own the asset.

Us.

The advice, the structure, the order of the work.

The specialists, briefed on your deal

Platform build
“What does it need built, and by whom?”
Legal counsel
“Who writes it so that it holds up?”
Transfer agent
“Who keeps the list of owners?”
Distribution
“Who finds the buyers, and checks them?”

Figure 2. The four specialists the job takes, with the work running out from us to each. The sequence is ours to get right.

The three steps

Step 1. Validate the why

Check you really need the cash before you sell a single share. A real use for it with a number on it, and real buyers who want the shares. Mostly phone calls, so it is the cheapest step you will run.

1
Validate the why
Your teamBring the asset, what the cash is for, and who you think the buyers are.
UsSize the cash need, test it against a bank loan and an ordinary share sale, get a price from five real buyers, and give a plain go or no go.
2
Make it real
Nothing from you here
UsWritten consent, the asset into its own company, share terms, the owner list, the transfer agent and checks on each buyer. Tokens last.
3
Make it liquid
Your teamWork through the exit path with us.
UsMap the exit path, and put a figure on what thin liquidity costs you up front.

Figure 3. Who does what across the three steps, as we run them.

The question that does most of the work: would you buy a slice, and for how much?

Before and after

Step 2. Make it real

This is where the idea turns into paperwork. Your buyers own something real, a share that holds up in court, with a real list of owners behind it. Most of the budget goes here.

A page of the Stockpile project charter, Voice of the Customer, with the client's own description of the copper platform and a pulled quote. — Figure 4. Left, the Stockpile project charter, Voice of the Customer. Right, the Stockpile mechanism design document, section 3.3, separation of concerns.

A page of the mechanism design document: a diagram of an operating company and a custody entity separated by a legal firewall, over the section on separation of concerns. — Figure 4. Left, the Stockpile project charter, Voice of the Customer. Right, the Stockpile mechanism design document, section 3.3, separation of concerns.

The way out

Step 3. Make it liquid

A share you sold has to turn back into cash. For you now, and for your buyers later. Buyers price a share by how easily they can sell it again, so the way out sets the price you get today.

“Who do I already know who would buy?”
1
People you already know
Your first buyers.
“How do strangers get checked?”
2
Investor websites
Each buyer is checked first.
“Where can a buyer sell it again?”
3
A licensed venue
If one exists for your deal.
A share that turns back into cash

Figure 5. The order buyers are found in.

The free course, 67 lessons

Run step one yourself first

The whole method is published free, 67 lessons, including the step one checks we would run on a first call. Work your own asset through it before you speak to us.

Take the free course