Who we serve
Sophisticated owners with real assets and real questions.
We work with owners of substantive assets who want a straight answer about a structure, not a vendor demonstration. We are also comfortable telling a referring advisor that their client should not proceed.
Real estate developers and owners
Assets of $10M and above seeking a structured path to a wider investor base.
What a good fit looks like
Commercial, multifamily, and mixed-use owners with clean title, current financials, and a thesis that stands without blockchain.
Private companies
Operating businesses raising growth capital without surrendering control.
What a good fit looks like
Revenue-generating companies that want a defined investor class, not a public listing.
Funds and sponsors
Sponsors testing whether a tokenized tranche belongs in the capital stack.
What a good fit looks like
Managers who need the tranche to survive an investment committee, not a press release.
Infrastructure and energy
Project owners with long-dated cash flows and a fragmented investor market.
What a good fit looks like
Contracted revenue, credible offtake, and a sponsor able to support multi-year reporting.
Referral partners
Securities attorneys, CPAs, wealth managers, and family offices whose clients ask.
What a good fit looks like
Advisors who want a straight answer for a client, including when the answer is no.
Where we are not the right firm
We decline more often than we pitch.
- Assets below roughly $10M, where fixed transaction costs overwhelm the benefit.
- Sponsors who want a token as a marketing exercise or a liquidity promise.
- Deals with unresolved title, litigation, or records that cannot be reconstructed.
- Offerings whose thesis depends on a forecast of the tokenized asset market.
- Anyone looking for a firm that will solicit investors on their behalf. That is a licensed activity, and it is not us.