Securitize

Overview

Securitize is a premier digital securities platform that provides end-to-end infrastructure 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 fully compliant manner. With over $4 billion in assets tokenized, Securitize has established itself as a trusted partner for leading financial institutions including BlackRock, KKR, and Hamilton Lane.

Securitize's comprehensive platform handles the entire 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). By combining cutting-edge blockchain technology with regulatory compliance, Securitize is accelerating the transformation of global capital markets toward tokenized, programmable securities.

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: Comprehensive 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 demonstrate Securitize's position as the trusted infrastructure provider for 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 provides enterprise-grade technology:

• Blockchain Agnostic: Support for multiple blockchain networks
• Smart Contract Security: Audited contracts with formal verification
• API Integration: RESTful APIs for seamless 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: Comprehensive reporting for investors and regulators
• Custody Integration: Compatible with institutional-grade custody providers

Regulatory Licensing

Securitize maintains comprehensive regulatory compliance:

• 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.

Comprehensive Solution: 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 Leadership: Advanced 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.

Conclusion

Securitize has established itself as the leading infrastructure provider for institutional tokenization, bridging the gap between traditional finance and blockchain technology. With comprehensive regulatory licensing, proven technology, and partnerships with the world's largest asset managers, Securitize enables the compliant transformation of real-world assets into digital securities. Whether you're an asset manager looking to tokenize funds, an issuer seeking to improve access to capital, or an investor wanting exposure to tokenized assets on blockchain networks like Avalanche, Securitize provides the trusted, regulated infrastructure to make it possible. As tokenization becomes mainstream, Securitize is positioned as the essential platform for bringing trillions of dollars of traditional assets on-chain.