Plan the structure, issuance and technology for your asset.
Bring your asset, business or financing project to Coretos. We help shape the transaction, define its operating requirements and assess the platform route. Explore traditional, tokenized and hybrid approaches for a single project or a broader issuance program.
Start with the asset and the objective
A hotel development, an operating energy asset and a business raising capital require different structures. The first step is to identify the asset, the issuer and the outcome you want to achieve.
We work through the project stage, intended investors, financing objectives and available information. That creates a practical foundation for decisions about the instrument, platform and ongoing operations.
Your project can begin here even if you have not chosen a platform or decided whether tokenization is the right route.
Compare traditional, tokenized and hybrid approaches
| Approach | What we assess |
|---|---|
| Traditional | The transaction structure, investor process and servicing requirements using the selected conventional arrangements. |
| Tokenized | How the agreed rights and operations are represented and managed through a tokenization platform and connected systems. |
| Hybrid | Which records, workflows or distribution elements use digital infrastructure and how they remain consistent with other arrangements. |
We connect this choice to your operating needs, the participants involved and the requirements established for the transaction.
Define what the investor will hold
The asset and the instrument are separate design decisions. A hotel project could involve equity in an owning entity or debt financing its development. An energy portfolio could be held through a fund or financed through a project structure.
We help map the proposed model: the issuer, relevant entities, investor rights, cash flows, reporting and responsibilities. Your legal and financial advisers establish the requirements for the structure; Coretos connects them with implementation and operations.
Prepare the compliance and operating scope
The project needs a clear path for investor onboarding, eligibility, documents, subscriptions, payments, ongoing reporting and transfers.
We identify the systems and organizations involved in each step, the information they need and the decisions they own. That includes the work required before issuance and the servicing obligations that continue afterwards.
Choose the platform route
A platform for your organization
Build an investor and issuer experience under your own brand through a white-label implementation or custom development. This route can support a single program or your wider platform business.
A platform option for the project
Discuss the project with Coretos to assess a suitable platform route. The assessment covers the asset, instrument, operating model and requirements for taking the project forward.
An extension to your current systems
Connect your existing platform with the workflows and integrations the issuance needs, including investor records, administration, reporting and servicing.
What the planning engagement produces
The agreed scope can include:
- A project and transaction map showing the asset, proposed instrument and participating organizations.
- A requirements register covering investor access, data, documents, controls and ongoing operations.
- A responsibility map identifying the decisions and tasks owned by each participant.
- A platform and integration scope, including external dependencies.
- A delivery sequence showing the work, information and decisions needed to progress.
This gives your team a concrete basis for instructing advisers, selecting providers and commissioning the next phase.
Prepare for the first discussion
Share a short description of the asset or business, its location and stage, the financing objective and any preferred instrument. Tell us whether you already have an issuer structure, advisers or a platform.
An indicative project size and expected timing help frame the discussion. The amount you intend to raise and the budget for technology and professional services are separate parts of the plan.
Start with a summary. Detailed documents can be requested through an appropriate process as the project develops.
Questions about preparing an issuance
Do we need a fully structured transaction before contacting you?
No. We can begin with the asset, objectives and current stage, then identify the decisions and expertise needed to develop the project.
Can an existing business use this service?
Yes. We can discuss equity, debt and other proposed structures for operating businesses, alongside the associated reporting and technology requirements.
Can you work with our existing advisers?
Yes. We define the technology and operating scope around the requirements established with your advisers and service providers.
Do we have to build our own platform?
No. We assess platform options against the project and can define a suitable route as part of that work.
Tell us what you want to finance or bring to market. We will help identify the structuring, operational and technology work needed to move it forward.