Tokenized Capital Markets Advisory — Switzerland

From private company to tokenized capital markets.

One partner orchestrating your entire journey — structuring, legal, banking, technology and secondary-market readiness. Following the same roadmap we completed for our own group.

Independent orchestration of tokenized securities projects for Swiss companies.

What we offer

One service. One roadmap.

We don't sell a menu of disconnected mandates. We offer a single, orchestrated journey that takes your company from a first assessment to tokenized securities — and, where the conditions are met, to readiness for a regulated secondary market. You commit phase by phase; each phase de-risks the next.

The problem

A tokenized capital raise requires a dozen specialists. Nobody coordinates them. Until now.

A Swiss company wishing to tokenize its equity must find and manage each expert on its own. Everyone does their own trade — nobody delivers the complete project.

Without orchestration

You source, brief and synchronize every party yourself:

  • Specialized lawyers and tax advisers
  • Structuring and valuation experts
  • Banks and custodians
  • Share-register providers
  • DLT and tokenization platforms
  • Auditors and compliance specialists
  • KYC providers and investor portals
  • Secondary trading venues

The result: complexity, delays, cost overruns and execution risk.

With us

One contract, one project manager, one methodology, one roadmap:

  • A single point of contact for the entire project
  • A proven step-by-step methodology
  • Coordination of every specialist involved
  • Realistic budgets and timelines from day one
  • Independent partner selection in your interest
  • Preparation for secondary-market readiness, where appropriate
The roadmap

Five phases. One continuous journey.

Every engagement follows the same proven roadmap. At the end of each phase you decide whether to continue — with full clarity on feasibility, budget and timeline.

Readiness Assessment

Feasibility, budget and roadmap in 2–4 weeks.

From CHF 10'000

Structuring Blueprint

The complete architecture of your transaction.

CHF 30'000–60'000

End-to-End Execution

We orchestrate every specialist to delivery.

From CHF 75'000

Market Readiness

Preparation for a secondary market, where relevant.

On request

Ongoing Services

Annual accompaniment after the issuance.

Annual subscription

Explore the full roadmap

Why us

We walked this roadmap ourselves first.

Our methodology was not designed at a desk. It was built by carrying our own Swiss group through the entire lifecycle of a tokenized company. We know the delays, the costs, the pitfalls, the regulators' expectations, the banks' constraints and the platforms' requirements — first-hand.

Practical execution

Real costs, real timelines, real negotiations — not desk research.

Regulatory experience

First-hand knowledge of regulator expectations and requirements along the way.

Partner network

Established relationships with the specialists your project will need.

Banking reality

We know the constraints banks apply — because we have navigated them.

Platform requirements

We understand what DLT platforms and trading venues actually expect.

Investor perspective

We know what investors ask — and what documentation answers it.

Who we serve

Built for companies that take capital seriously.

SMEs Family-owned businesses Holding companies Industrial groups Real estate companies Technology companies Fintech & biotech Investment funds & SPVs Club deals Family offices & wealth managers Listed companies modernizing their share register International companies entering Switzerland
Our group

Part of a Swiss group active in digital financial infrastructure.

Our advisory practice is the service arm of a Swiss holding active in digital financial infrastructure — born from the group's own structuring, governance and market-preparation journey. We commercialize experience, not slideware.

More about us
Common questions

What companies usually ask us first.

Are you a law firm or a bank?

No. We are an independent strategic advisor and project orchestrator. Regulated work — legal advice, auditing, banking, custody — is performed by the specialized partners we coordinate on your behalf.

Do we have to commit to the entire roadmap?

No. You engage phase by phase. Each phase ends with a clear go/no-go decision point — you only continue when feasibility, budget and timing are confirmed.

Do you guarantee a listing on a secondary market?

No. Admission decisions rest with the trading venues and depend on your company's profile. We prepare and coordinate the entire process professionally — so that your company is ready when the conditions are met.

What does the first step cost?

Phase 1 — the Tokenization Readiness Assessment — typically takes two to four weeks and starts from CHF 10'000. You receive a complete feasibility analysis with roadmap, budget and timeline before committing to anything further.

How is your independence protected?

Our remuneration is independent of partner fees. Any economic link with a recommended partner is disclosed, and partner selection always follows your interest.

Every tokenization project starts with clarity.

Tell us about your company and your objectives. We will show you what a tokenized capital raise would realistically involve — before you commit to anything.

Book a discovery call