Tokenization Advisory

Clarity Before Commitment

You are considering tokenization. Before you commit budget, hire counsel, or sign a platform contract, you need to know whether it works for your specific deal, what the regulatory path looks like, and what it will cost. We give you those answers.

Request a Scoping Call

Standalone Work Products. No Ongoing Commitment.

Every advisory engagement produces a defined deliverable. A document, a model, or a presentation your team can use immediately. We scope the work, agree on the fee, deliver in weeks, and move on. If the analysis leads to an implementation engagement, great. If it leads you to a different conclusion, that is the right outcome too. We are not here to sell you tokenization. We are here to tell you whether it fits.

Feasibility Assessment

Can your asset, fund, or project support on-chain issuance? We evaluate the regulatory environment, the investor base, the deal economics, and the operational requirements. The output is a written assessment that tells you yes, no, or yes with conditions, with the reasoning documented for your internal team and counsel.

What we evaluate:
  • Asset class suitability for tokenized issuance
  • Regulatory pathway options based on investor geography and accreditation
  • Minimum viable raise threshold given fixed infrastructure costs
  • Operational requirements: custody, KYC/AML, transfer agent, cap table
  • Timeline and cost estimates for full implementation

Regulatory Pathway Analysis

Which exemption framework fits your deal? The answer depends on where your investors sit, how you plan to market, whether you need general solicitation, and how much you want to spend on compliance infrastructure. We map the options and make a recommendation.

What we cover:
  • Reg D 506(b) vs 506(c) comparison for your specific investor profile
  • Reg S considerations for non-US investors
  • Dual-track Reg D / Reg S structuring when both apply
  • VARA framework analysis for UAE-based issuances
  • Blue sky filing requirements and state-level considerations
  • BD engagement requirements under each pathway
  • Cost comparison across regulatory options

SPV Structure Memo

How should the legal entity be organized for tokenized issuance? The SPV is where the legal structure meets the on-chain architecture. Get it wrong and you create friction for every investor, every distribution, and every compliance check for the life of the offering.

What we document:
  • Recommended jurisdiction for the issuing SPV
  • Entity type selection (LLC, LP, series LLC) with rationale
  • Tax treatment analysis for the proposed structure
  • Liability isolation between the sponsor, the SPV, and the investors
  • Operating agreement provisions specific to tokenized securities
  • How the SPV structure maps to on-chain ownership records

Token Economics Design

This is where the financial terms of your offering get translated into rules that execute automatically at the smart contract level. Coupon payments, distribution waterfalls, transfer restrictions, holding periods, accreditation gates. All of it specified precisely enough for a developer to encode.

What we design:
  • Security token parameters (coupon rate, payment frequency, maturity)
  • Distribution mechanics and waterfall logic
  • Transfer restriction rules (holding periods, jurisdiction blocks, accreditation requirements)
  • Investor eligibility controls and maximum holder limits
  • Redemption and buyback provisions
  • Secondary trading rules and transfer agent integration

Investor Materials

Capital markets documentation built to institutional standards. For sponsors who need a pitch deck, an investment memorandum, a teaser, or a one-pager and want it built by someone who has written these documents for regulated offerings.

What we produce:
  • Investment memoranda (full-length, for PPM attachment or standalone use)
  • Investor pitch decks (20 to 30 slides, presentation-ready)
  • Executive summary teasers (2 to 4 pages)
  • One-pagers for initial outreach
  • Financial summary packages

Not Sure Where to Start?

Book a 30-minute scoping call. We will tell you which of these products fits your situation and what it will cost. No obligation.

Schedule a Call