From asset to programmable ownership
Six stages, one system of record. Each stage has an objective, the participants it involves, the workflow the platform runs, and the data it writes for everything downstream.
Structure
Create the digital operating model for the asset, so that everything downstream — eligibility, issuance, distributions, reporting — reads from one definition rather than a folder of spreadsheets and drafts.
- Capture the asset and issuer profile
- Define the holding structure and legal wrapper
- Model economics, costs and the token model
- Attach documents and disclosures
- Set investor terms and distribution policy
- Define lifecycle and exit rules
- A versioned asset record
- The instrument definition
- The document set
- Investor terms and distribution policy
Control
Translate the operating and regulatory model into rules the platform can actually execute, rather than guidance a team is expected to remember.
- Define investor classifications
- Set jurisdiction and eligibility policy
- Build approval workflows and signing authority
- Assign roles and permissions
- Set wallet and custody requirements
- Configure transfer restrictions and recovery controls
- Executable eligibility policy
- Role and approval matrix
- Transfer and recovery rules
- A complete audit history
Distribute
Take the product to eligible investors under your own brand, through the channels your market actually uses.
- Publish to a branded investor portal
- Run identity and eligibility onboarding
- Collect subscriptions and document acceptance
- Settle in fiat or digital assets
- Enable adviser and distributor channels
- Expose API-connected partner marketplaces
- Verified investor records
- Executed subscriptions
- Settlement confirmations
- Channel attribution
Issue
Create and allocate the digital instrument through a controlled process, so the ownership record and the ledger cannot drift apart.
- Select the token standard and network
- Deploy the instrument and supporting contracts
- Apply supply and pricing controls
- Allocate to permissioned holders only
- Execute authorised signing
- Reconcile transactions against the ownership record
- The issued instrument
- The allocation record
- Reconciled positions
- Signed transaction history
Service
Operate ownership for the years after issuance. This is where most tokenisation propositions stop and where the real work begins.
- Maintain the official holder register
- Calculate and pay distributions
- Issue notices, reporting and tax documents
- Run corporate actions
- Operate voting and governance
- Handle wallet recovery, redemption and exit
- Distribution history
- Holder statements and reporting
- Governance outcomes
- Exit and redemption records
Connect
Add distribution and liquidity channels over time without rebuilding the platform underneath them.
- Integrate custody and wallet providers
- Connect banking and payment rails
- Link administrators and reporting systems
- Connect exchanges and regulated venues
- Enable OTC and bulletin-board liquidity
- Connect collateral networks where permitted
- Live integrations
- Secondary transfer routes
- Reconciled external positions
- Extended distribution reach
Which stage are you stuck at?
Most operators are already doing some of this — in spreadsheets, portals and email threads. Tell us where the process breaks and we will show you what it looks like on one system.