Securitize

Overview

Securitize is a digital securities platform for tokenizing, issuing, and managing real-world assets on blockchain networks. As a regulated transfer agent and SEC-registered broker-dealer, Securitize enables institutions and asset managers to bring traditional financial assets on-chain in a compliant manner. With over $4 billion in assets tokenized, Securitize works with leading financial institutions including BlackRock, KKR, and Hamilton Lane.

The platform handles the full lifecycle of digital securities -- from token creation and investor onboarding to transfer agent services, fund administration, and secondary trading through its regulated Alternative Trading System (ATS).

Features

• End-to-End Tokenization: Complete platform for structuring, issuing, and managing tokenized securities.
• Regulatory Compliance: SEC-registered transfer agent and broker-dealer with full regulatory infrastructure.
• Multi-Asset Support: Tokenize private equity, credit funds, real estate, public stocks, treasuries, and more.
• Alternative Trading System (ATS): Regulated secondary marketplace for trading tokenized securities.
• Transfer Agent Services: Compliant shareholder recordkeeping and corporate actions management.
• Fund Administration: Fund operations including NAV calculations and investor reporting.
• Investor Onboarding: Streamlined KYC/AML processes with accredited investor verification.
• Smart Contract Infrastructure: Secure, audited smart contracts for token issuance and lifecycle management.
• Distribution Network: Access to Securitize's network of qualified investors and institutional buyers.
• Compliance Automation: Automated compliance checks for transfer restrictions and regulatory requirements.
• Multi-Chain Support: Tokenization across multiple blockchain networks with interoperability.
• Institutional-Grade Security: Enterprise security standards with SOC 2 Type II certification.
• Cap Table Management: Digital cap table with real-time ownership tracking and reporting.
• Dividend Distribution: Automated dividend and distribution payments to token holders.

Getting Started

To work with Securitize:

1. For Asset Managers and Issuers:

   • Contact Securitize's institutional team to discuss tokenization requirements
   • Define the asset or fund to be tokenized
   • Work with Securitize to structure the digital security
   • Complete legal documentation and regulatory filings
   • Launch the tokenized offering on Securitize's platform
   • Utilize transfer agent and fund administration services
   • Access secondary trading through Securitize Markets

2. For Investors:

   • Create an account on the Securitize platform
   • Complete KYC/AML verification and accreditation
   • Browse available tokenized investment opportunities
   • Invest in digital securities through the platform
   • Manage your portfolio and receive distributions
   • Trade on Securitize Markets (for eligible securities)

3. For Technology Partners:

   • Explore Securitize's APIs and integration capabilities
   • Partner with Securitize to embed tokenization services
   • Access Securitize's infrastructure for building complementary services

Avalanche Support

Securitize's platform supports multiple blockchain networks for token issuance. While Ethereum is commonly used, Securitize's infrastructure is designed to support EVM-compatible chains including Avalanche C-Chain, enabling efficient, low-cost tokenization of securities on Avalanche's high-throughput network.

Major Partnerships and Assets

Securitize has tokenized significant institutional assets:

BlackRock USD Institutional Digital Liquidity Fund (BUIDL): BlackRock's tokenized money market fund providing qualified investors with access to U.S. dollar yields on-chain.

KKR Funds: Tokenization of KKR's Health Care Strategic Growth Fund II, expanding access to institutional private equity.

Hamilton Lane: First tokenized Hamilton Lane funds in the U.S., democratizing access to private markets.

Distributing for Franklin Templeton: Distribution partnership for Franklin Templeton's tokenized funds.

These partnerships reflect Securitize's focus on institutional-grade tokenization.

Use Cases

Securitize's platform enables tokenization across multiple asset classes:

Private Equity Funds: Tokenize PE funds to increase accessibility, reduce minimums, and improve liquidity for LPs.

Real Estate: Transform real estate holdings into digital securities with fractional ownership and enhanced liquidity.

Credit Funds: Tokenize debt funds and fixed-income products for broader distribution.

Public Equities: Create tokenized representations of public stocks with programmable features.

Treasury Products: Offer tokenized exposure to U.S. Treasuries and money market instruments.

Revenue-Sharing Agreements: Structure and tokenize revenue participation rights for businesses.

Art and Collectibles: Fractionally own high-value art and collectibles through compliant tokenization.

Securitize Markets

Securitize operates a regulated Alternative Trading System (ATS) for secondary trading:

• Regulated Marketplace: SEC-registered ATS providing compliant secondary liquidity
• Qualified Investors: Marketplace accessible to accredited and institutional investors
• Price Discovery: Transparent order book for discovering fair market value
• Settlement Infrastructure: Efficient on-chain settlement of trades
• Market Making: Potential liquidity provision through market makers
• Trading Hours: Extended trading windows beyond traditional market hours

Technology Infrastructure

Securitize's technology stack includes:

• Blockchain Agnostic: Support for multiple blockchain networks
• Smart Contract Security: Audited contracts with formal verification
• API Integration: RESTful APIs for integration
• Compliance Layer: On-chain compliance rules enforced through smart contracts
• Identity Management: Secure identity verification and management
• Data Room: Secure document management for offering materials
• Reporting Tools: Reporting for investors and regulators
• Custody Integration: Compatible with institutional-grade custody providers

Regulatory Licensing

Securitize holds the following regulatory licenses:

• SEC-Registered Transfer Agent: Authorized to maintain shareholder records
• SEC-Registered Broker-Dealer: Member of FINRA for securities distribution
• Alternative Trading System (ATS): Registered ATS for secondary trading
• Multi-Jurisdictional: Compliance frameworks for international operations
• SOC 2 Type II Certified: Independently audited security and compliance controls

Benefits of Securitize

Institutional Trust: Chosen by BlackRock, KKR, and Hamilton Lane for multi-billion dollar tokenizations.

Full Stack: Only platform offering issuance, transfer agent, fund admin, and secondary trading.

Regulatory Certainty: Full regulatory licensing eliminates compliance risks.

Proven at Scale: Over $4 billion in tokenized assets demonstrates capability and reliability.

Investor Network: Access to network of qualified investors seeking tokenized securities.

Technology: Blockchain infrastructure with security and compliance built-in.

Secondary Liquidity: Regulated ATS provides true liquidity for tokenized securities.

Pricing

Securitize offers customized pricing for institutional clients:

• Initial Setup: One-time fees for structuring and launching tokenized securities
• Transfer Agent Fees: Ongoing fees for shareholder recordkeeping and corporate actions
• Fund Administration: Monthly fees for NAV calculation and investor reporting
• Trading Fees: Transaction fees for secondary market trading
• Platform Fees: Annual platform access and technology fees
• Custom Solutions: Tailored pricing for complex or large-scale tokenizations

Contact Securitize's institutional team for detailed pricing.