How we work
Paper first. Every claim tied to a document. Rails last.
An engagement runs in six stages. Nothing moves to the next stage until the previous one is on paper.
Engagement path
Six stages
You send the intake form and whatever documents you already hold. We log the matter and tell you who else should be on the call.
We score the project on ten questions and check it against the public record. You get one of three answers: a Readiness Review, a Capital-Readiness Package, or a pass with reasons.
Mutual NDA, engagement letter and a Statement of Work with numbered deliverables and acceptance criteria. Work begins when both are signed and the first milestone has cleared.
Every session logged; a weekly summary; deliverables against the acceptance criteria in the Statement of Work. Deviations from the brief are reported in writing, not buried.
Before anything leaves us, a second pass tries to break it: numbers re-derived, claims re-checked, failure paths exercised. What you receive has already survived an adversary.
After executed paper, we set up client-approved settlement, milestone draws and document access on your own infrastructure. You approve every movement; we cannot move your assets without you.
Principles
Principles we do not bend
1Paper first
No work before a signed engagement and a cleared first payment. No rails before executed transaction documents. No tokens before senior paper.
2Every claim tied to a document
Every number we produce carries its source or the word "unverified". A statement we cannot source does not go in the file.
3Fixed fees, never a share of the raise
We are paid for work delivered. We take no success fee on capital, leases or sales, because that is what an unregistered broker does.
4Non-custodial
We never hold client funds, keys, metal or securities. Where one is needed, the relationship is with the client's own qualified custodian, opened in the client's own name.
5Honest state
Our own systems are labelled Available, Evaluation or In development. We ask you to label yours the same way, and lenders reward it.
6We decline the schemes
Prime-bank instruments, so-called leased bank instruments, SKR monetization, promised returns and unnamed partners end the conversation. We say so politely, in writing.
Sequence
The order we hold to
Tokenization is the last step of a real-asset transaction, not the first.
| # | Step | Why it comes here |
|---|---|---|
| 1 | Asset or site control | Without it, nothing else matters. |
| 2 | Bankable cash flow on conventional paper | Lease, offtake, rent roll or operating history, reviewed by conventional counsel. Senior debt and equity are sized here. |
| 3 | Data room | The full file, verified, indexed and delivered per recipient. |
| 4 | Rails | Client-approved settlement, draws and receipts on your own infrastructure. |
| 5 | Optional: a tokenized subordinate slice | Only after the senior paper is executed, with securities counsel, a named issuer entity, a transfer agent and a valid exemption or registration. Tokens are the last step, never the first. |
Start with a free 30-minute scoping call.
Send the intake form and whatever documents you already hold. You will receive a scoping call within two business days and a written screen result within 48 hours of the documents arriving.