Issuers

Token Evolution

1st Wave of ICO's

Anyone could contribute very easily by sending ETH to a smart contract.

2nd Wave of ICO's

Companies needed to ensure some contributors were not allowed to buy tokens. KYC at a crowdsale level.

STOS

Companies selling securities must ensure some investors are not allowed to buy tokens in the initial issuance and on secondary markets.

UTO

UTO Service Offerings

Phase 1: Pre-Sale for IEO (Initial Exchange Offering)

Preparing business plan, marketing package and IEO materials

  • Writing Whitepaper, including Token economics
  • Designing & creating project website
  • Crafting presentation deck
  • Summarizing Whitepaper into 2-pager
  • Establishing social media channels
  • Compile, edit and review video on project

Negotiating with one exchange on IEO

  • Agree on a reasonable price for the IEO, including exchange listing fee
  • Allow project to compose an IEO pitching for roadshow & create a compelling speech for IEO
  • Convince the investors the positives of being backed by a reputable exchange for the upcoming IEO
  • Work on strategies with Exchange to enable project to capitalize on pre-sale & IEO opportunity

First Private Investor Roadshow

  • Four-country roadshow for presale (Hong Kong, Singapore, Korea, Japan)
  • Attendees include: family offices, private equity funds, high net worth individuals, venture capitalists, asset management firms, financial institutions
  • Average 20-30 investors per location
  • Translation & printing of presentation deck, 2-pager, banner & live interpreter for presentation provided
  • Constructing key selling-points as an introduction to potential investors

Complete utility token implementation

  • Coding the Token structure
  • Compiling & deploying the smart contract
  • Finalizing MVP (Minimum Viable Product) or demo
  • Auditing the blockchain security (to test hacking or 51% attacks, etc.)
  • Minting/issuing the tokens on the blockchain

Launch IEO with one exchange

  • Premium Airdrop
  • 14d banner on exchange main page
  • Telegram group pinned post for three (3) days
  • Promo Package (400k traders email blast, 80k TG subscribers & 60k socials coverage) x3
  • Push subscription & notifications
  • PR publications pitching service (tier 1 media)
  • Pin & highlight in IEO list

Phase 2 : Scaling Up for IEO Campaign

Negotiating with second exchange to scale up on IEO

  • Agree on a reasonable price for the IEO, including exchange listing fee
  • Allow project to compose an IEO pitching for roadshow & create a compelling speech for IEO
  • Convince the investors the positives of being backed by a reputable exchange for the upcoming IEO
  • Work on strategies with Exchange to enable project to capitalize on pre-sale & IEO opportunity

Second Private Investor Roadshow

  • Four-country roadshow for presale (Hong Kong, Singapore, Korea, Japan)
  • Attendees include: family offices, private equity funds, high net worth individuals, venture capitalists, asset management firms, financial institutions
  • Average 20-30 investors per location
  • Translation & printing of presentation deck, 2-pager, banner & live interpreter for presentation provided
  • Constructing key selling-points as an introduction to potential investors
  • Capture additional pre-sale investments with an additional exchange before launch of the IEO

Gearing up on marketing and building momentum for IEO launch

  • Coordinating with the IEO exchange to promote the project
  • Communicating with the exchange’s userbase via the exchange’s website

Launching IEO with two exchanges together

  • Announcements via project website, social media, newsletters & exchange’s own website, social media
  • Directing the promotion of the Initial Exchange Offering to previous roadshow networks
  • Second exchange services include: Joint press release, Email newsletters. Ad banners & Social media promotion

STO

STO Service Offerings

One-Stop, End-To-End STO Solution

Consultation

  • Business Modelling
  • Token Economics
  • Project Assessment Report
  • Asset Valuation / Validation
  • Distribution Strategy

Tokenization

  • Private Place Memorandum
  • Smart Contract
  • Security Audit
  • Token Issuance
  • Digital Asset Custody

Initial Offering

  • Issuer Wallet
  • Investor KYC / AML
  • Subscription Document
  • Escrow Account
  • Trust Facility

OTC Trading

  • OTC Trading Platform
  • Order Management
  • Token Ownership Tracking
  • Investor KYC / AML
  • Regulated Marketing Making

Security Token Exchange

  • Full Exchange Platform
  • Auto-Matching Engine
  • Token Ownership
  • Investor KYC / AML
  • Multi-Listing Solutions

Post-Issued Maintenance

  • Investor Reporting
  • Dividends Payout
  • Redemption Mechanism
  • Liquidity Management
  • Auditing & Taxation Advisory