As the first digital asset securities firm to be registered as a full-service transfer agent with the SEC and with over 200 clients, we have the expertise and solutions to streamline digital asset issuance and shareholder management. Eliminate the inefficiencies of multiple third-parties and manual paperwork.
Digital Asset Issuance
We enable your company to issue digital asset securities in a secure and immutable platform. Our paperless proprietary platform leverages blockchain technology to issue and track ownership and compliance, and to easily handle clawbacks & reissuance.
Customize your investor experience with a branded landing page that hosts videos, NAV information, announcements, and links to virtual investor presentations about your company and assets.
Issuer Portal Dashboard
One dashboard to access and manage your investor community and the lifecycle of your security from a secure online dashboard. Available 24/7, view your up-to-date cap-table, latest reports on activity, manage shareholder outreach, and approve issuance.
Engage directly with your shareholder community through our issuer portal. Issuers can manage and create transactional and marketing campaigns to inform shareholders of company news or events, including distributions and voting events.
Payouts and Distributions
Easily execute dividend, reinvestment, employee equity, 1099/1042 tax processing, and other payments and activities directly from the online issuer portal. Quickly generate requisite tax documentation. The platform enables the ability to payout in US dollars, International currencies, and cryptocurrencies.
Recordkeeping & Compliance
Easily and entirely online from a single dashboard and hold annual or special shareholder meetings throughout the year.
Safeguarding private wallet keys and securities can be stressful for investors. However, they can worry less knowing that their securities can easily be re-issued in the case they’ve become lost or misplaced.
Our “clawback” protocol allows for the reversal of security issuances or transfer by destroying tokens from the receiver wallet and reissuing the same amount to the sender.
Securities can be prevented from trading. Disabling trading will stop all trade activity including trades on the secondary market.
Securities can be destroyed from an investor's wallet. This can only be done for securities that were assigned by the issuer.
Securitize is blockchain agnostic. We do not own or control a blockchain, rather our platform works in conjunction with the blockchain that is most appropriate for your issuance. As experts in the blockchain, we can help guide you through this decision.
By leveraging Securitize iD with Securitize transfer agent services, your customers and investors gain direct access to invest in your offering from your website and mobile application. As well, after they’ve created their Securitize iD, future investments will be one-click away. Securitize iD, a simple & comprehensive solution to investor onboarding.
There’s a movement away from traditional paper-based securities to digital asset securities.
Reg. D (506b, 506c)
No SEC filing
Accredited and Institutional U.S. Investors
Raise up to $5M
All US Investors
Reg. A / Tier 2
Raise up to $75M
All US Investors
Reg. A / Tier 1
Raise up to $20M
All US Investors
U.S. and non-U.S. companies
No SEC filing
International Investors (non-U.S.)*
The complete Reg. A+ solution for raising up to $75M in capital from U.S. retail investors, and for providing a path for liquidity.
End-to-end solution for raising unlimited capital from U.S. accredited investors, and for providing a path for liquidity.
Reg. D + Reg. S
End-to-end solution for raising unlimited capital from U.S. accredited investors and international investors, and for providing a path for liquidity.
Select the best solution to complete your raise. Securitize offers a digital end-to-end solution, including registered transfer agent and broker dealer services. Learn more about security token offerings.
The SEC mandates that any issuers must engage a transfer agent. The transfer agent must be registered with the SEC as outlined in Section 17A of the Exchange Act.
Federal laws and regulations regulate who may sell securities without a licensed broker-dealer, and in many cases a FINRA registered broker-dealer is required.
Retaining legal consultation is advised. Depending on the type of raise, you will likely need to file forms with the SEC.
Only international investors pursuant to the regulations associated with the investor's country of residence.