Case study

Digital Securities Platform - Issuer console for security token offerings

A digital securities platform where issuers tokenize equity, debt, real estate and fund interests, run security token offerings, onboard investors and manage the securities after issuance.

  • Blockchain
  • Ethereum
  • Smart Contract
  • Tokenization
Digital Securities Platform - Issuer console for security token offerings

A global digital securities platform that helps issuers raise capital through security token offerings (STOs) and gives investors access to institutional-grade opportunities. Issuers represent a security, such as a share in a fund or a property, as a token on Ethereum, sell it to verified investors and manage it for its whole life.

The problem

A security token is still a security. Turning an asset into tokens is the easy part; the hard part is everything the law and the investors expect around it:

  • Only verified investors may buy, so onboarding has to come before any money moves
  • An offering runs in rounds with start and end dates, pledges and settled funds, and the issuer needs to see where each round stands
  • After the sale, the issuer still owes investors payments, votes and an accurate record of who holds what
  • Investors expect custody that keeps their private keys safe

Spreadsheets and email cannot keep that consistent with what is recorded on chain. The platform puts the offering, the investors and the token in one place.

The issuer console

The screenshots on this page come from the issuer console, running on testnet with demo data. The figures in them are test values, not results. The console is organized around four areas: Token, STO, Investors and Message.

Fundraise. Each offering shows its status, the amount pledged and the amount raised, with a chart of activity over time. Pledged and raised are tracked separately because an investor’s commitment and their settled funds are different events.

Onboarding. A funnel follows investors from registration to pledge to funded, so the issuer can see where prospective investors drop off before an offering closes.

Activity. A live feed records new investor registrations and offering events, such as an STO opening and its scheduled end.

Portfolio view. The overview counts closed rounds, capital raised and investors engaged, and lists:

  • Distributors: the brokers placing the offering
  • Assets: each security being offered, such as an equity fund
  • Investor messages: questions from investors, answered in the console
  • Transactions: token transactions with their on-chain identifiers

What the platform covers

Digital securities issuance

  • Equity
  • Fixed income
  • Real estate
  • Investment funds
  • Revenue streams

Life-cycle management

  • Payment distributions to token holders
  • Governance and investor voting
  • Cap table management
  • Economic rights attached to each security

Liquidity and custody

  • Institutional-grade custody solutions
  • Dedicated partnerships for liquidity
  • Proprietary security technology for private key safety