How It Works
A structured path from asset to liquidity.
Our six-phase engagement moves methodically — ensuring feasibility before commitment, and compliance at every step. Phases overlap in practice; the full process typically spans 6–10 months.
Go / No-Go Gate — End of Phase 01
If the asset isn't a fit, we tell you.
Phase 01 concludes with a formal feasibility assessment. If tokenization is not viable for your asset — due to regulatory constraints, ownership complexity, market conditions, or other factors — we deliver that finding and the engagement ends. We do not advance to structuring unless there is a genuine path forward.
2–4 weeks
Discovery & Feasibility
We assess the asset, the ownership structure, and your objectives to determine whether tokenization is viable and appropriate.
Key Activities
- — Asset profile and ownership mapping
- — Income and valuation analysis
- — Regulatory pathway identification
- — Encumbrance and lien review
- — Go/No-Go feasibility assessment
4–8 weeks
Structuring & Advisor Coordination
We engage licensed securities counsel and coordinate the legal structure under applicable exemptions.
Key Activities
- — Securities exemption selection (Reg D, Reg A+, Reg S)
- — SPV/entity formation coordination
- — Securities counsel engagement
- — Offering structure design
- — Tax structure consultation
3–6 weeks
Token Economics & Offering Design
We design the economic model — supply, pricing, investor rights, and distribution mechanics.
Key Activities
- — Token supply and pricing strategy
- — Ownership threshold design
- — Distribution waterfall modeling
- — Investor rights and governance framework
- — Liquidity provisions and transfer restrictions
4–8 weeks
Technology & Smart Contracts
We coordinate technology partners to build and audit the tokenization infrastructure.
Key Activities
- — Tokenization platform selection
- — Smart contract specification and audit
- — Custody solution coordination
- — Transfer agent engagement
- — KYC/AML integration
4–12 weeks
Marketing & Investor Communications
We develop the investor narrative and coordinate compliant marketing materials with broker-dealers.
Key Activities
- — Investor narrative and offering deck
- — Marketing material compliance review
- — Broker-dealer coordination
- — Investor outreach strategy
- — Subscription document preparation
2–4 weeks
Compliant Token Issuance
We oversee execution — investor verification, subscription, capital receipt, and token distribution.
Key Activities
- — Accredited investor verification
- — Subscription document execution
- — Capital receipt and escrow coordination
- — Token distribution and recording
- — Post-closing documentation
Indicative Timeline
6–10 months, phases overlapping.
The engagement timeline varies based on asset complexity, regulatory pathway, and market conditions. Below is an indicative sequence.
Illustrative Tool
What could your asset unlock?
Adjust the inputs below for an illustrative estimate of potential liquidity through partial tokenization. This tool is for educational purposes only.
Typical range for commercial real estate: 15–25%
Illustrative Liquidity
$2,000,000
Potential capital accessible while retaining 80% ownership and full operational control.
This calculator provides illustrative estimates only and does not constitute an offer, solicitation, or guarantee of results. Actual liquidity depends on asset characteristics, market conditions, regulatory requirements, and investor participation.
Take the Next Step
Where are you in the process?
Whether you're just beginning to explore tokenization or you're already in structuring, we can step in at any phase. Schedule a consultation to discuss your situation.