One service, delivered in five phases.
We offer a single engagement: orchestrating your company's journey to tokenized capital markets. The roadmap below is that journey — the same one we completed for our own group. You commit phase by phase.
Not five products. One journey with five gates.
Engage phase by phase
Each phase is a self-contained engagement with a fixed scope and clear deliverables. No long-term commitment upfront.
Go / no-go at every gate
Every phase ends with a decision point. You continue only when feasibility, budget and timing are confirmed.
One orchestrator throughout
The same team and the same methodology carry you from the first assessment to market readiness — and beyond.
Tokenization Readiness Assessment
Know where you stand
A structured audit of your company's compatibility with a capital raise via tokenized securities. You gain complete clarity on feasibility, effort and cost — before committing to anything further.
Deliverables
- Legal analysis and regulatory mapping
- Financial analysis and financing objectives
- Tax observations
- Governance review
- Budget estimate and indicative timeline
- Concrete roadmap for the next phases
Gate → On the basis of the assessment, you decide whether to proceed to Phase 2.
Start Phase 1Structuring Blueprint
Design the transaction
The complete architecture of your transaction. The blueprint defines how your company should be structured, which partners are involved, and exactly how the project will run.
Includes
- Legal entity architecture
- Governance design
- Financing structure and structure of the securities
- Type of tokenization and register setup
- Partner selection (lawyers, auditors, banks, platforms, custodians)
- Budget, project plan and timeline
- Assessment of secondary-market options
Gate → The blueprint becomes the execution plan for Phase 3 — and remains yours even if you stop here.
Request a blueprintEnd-to-End Execution
We orchestrate. You decide.
We pilot the entire project on your behalf. One contract, one project manager, one methodology — while every specialist focuses on their own regulated work.
We coordinate
- Law firms and tax advisers
- Auditors and valuation experts
- Banks, custodians and share-register providers
- DLT platforms and technology providers
- KYC providers and investor onboarding
- Investor communication and documentation
- Preparation of corporate bodies (board, general meeting)
Partner services are invoiced separately by the partners themselves. Our remuneration remains fully independent of partner fees.
Discuss your projectSecondary-Market Readiness
Prepare for trading, where relevant
Professional preparation of your company for admission to an appropriate secondary market, where this is relevant for your project.
Includes
- Governance readiness
- Reporting and documentation
- Investor processes
- Compliance preparation
Admission decisions rest with the trading venues and depend on criteria specific to your company. We prepare and coordinate — we do not guarantee admission.
Assess your readinessTokenized Corporate Services
Stay ready, year after year
Permanent accompaniment by annual subscription — so your tokenized structure remains well-governed long after the issuance.
Includes
- Statutory modifications and further issuances
- Investor relations
- Governance coordination and reporting
- Compliance follow-up
- Monitoring of all partners involved
- Ongoing strategic advisory
Not sure the roadmap fits your company?
Phase 1 exists precisely to answer that question — in two to four weeks, for a fixed fee, with a documented recommendation either way.
Book a discovery call