top of page
shutterstock_1869028768.jpg

This is your testimonial quote. It’s a great opportunity to give site visitors a firsthand perspective of your services by sharing reviews from satisfied clients you have worked with in the past.

SANDY WILLIAMS

This is your testimonial quote. It’s a great opportunity to give site visitors a firsthand perspective of your services by sharing reviews from satisfied clients you have worked with in the past.

CASEY JOHNSON

This is your testimonial quote. It’s a great opportunity to give site visitors a firsthand perspective of your services by sharing reviews from satisfied clients you have worked with in the past.

ROBBIE WHITE

Her advisory experience in blockchain for real estate strategy and application has grown exponentially across the industry spectrum as this cutting edge tech gains traction. She currently provides consulting for a transformational blockchain company developing interconnection that leverages distributed commerce in the real estate vertical. In addition, she has assembled a global ecosystem of specialists to effectively take Companies to the next level:  powerful, game changing, web3.

​

With a passion for decentralizing the human identity, she believes blockchain technology is the 4th industrial revolution. Furthermore, the democratization of real estate, which will contribute to the redistribution of wealth across developed, undeveloped and underdeveloped nations, drives her forward every day.

09748CF9-3261-44EF-8D8E-4BACD930A6FD_edited_edited.jpg
IMG_5617_edited.jpg

ADVANCED EDUCATION & RECOGNITION

BK - Real Estate Broker - State of FL

RS - Real Estate Sales - State of HI

RES - Real Estate Sales - State of CT

GRI - Graduate Realtor Institute

CRS - Certified Residential Specialist

RSPS - Resort and Second Home Property Specialist

"Who's Who in Luxury Real Estate" - LuxuryRealEstate.com

​

BS - Bachelor of Science

LEED GA - Leadership in Energy and Environmental Design, Green Associate

​

Currently studying for the FINRA SIE (Security Industry Essentials)

TAILORED SOLUTIONS MAY INCLUDE

  • A complete RegCF / RegA+ / RegD End to End solution for your company’s offering:

  • Private Label all-in-one platform

  • Issuance

    • Branded “Invest” button for your website

    • Exclusive "Re-invest" button

    • Know Your Client (KYC) including ID verification and Anti-Money Laundering (AML) checks

    • Payments processing

    • Automated subscription agreement completion

    • IRA (TAPGoIRA investment option)

  • Compliance Management

    • Compliance management for FINRA registered broker-dealer

    • Completes KYC, ID, AML, and suitability requirements

    • Manages the entire process (pending to closed)

  • Cap Table Management

    • Real-Time cap table

    • Equity management

    • All securities (shares, options, warrants, SAFE, Loans, Debenture, CrowdSafe, Promissory Notes)

    • 409a, 820 Reports

  • Shareholder Management

    • Send & manage reports, K1’s, NAV’s

    • Send & manage news releases to shareholders

    • Shareholder meeting planner, including eVoting

  • BoardRoom & Document Management

    • Manage all your corporate records in one place

    • Minute book layout

    • Unlimited documents

  • Portfolio Management (for your shareholders)

    • Manage pending investments

    • Manage holdings

    • eCerts

    • View reports, news releases and meeting invites from company

    • eVoting

    • View shares, transfers, and secondary trading

  • SEC Transfer Agent

    • Unlimited shareholders

    • Unlimited trades

    • Unlimited transfers

    • Manage your current and historical cap table

    • Secondary Market

      • FINRA Registered Secondary Market

      • For your RegCF / RegA+ / RegD investors

    • A complete ecosystem of partners for RegCF / RegA+ / RegD offering

  • A Digital Securities Protocol that is globally compliant, and manages the full lifecycle and corporate actions

  • Global Infrastructure of trust

  • We have over 700+ global partners who support our clients using our all in one platform.

Read More
QB (Presentation (169)).png

OUR ROLE

An Advisor’s role is to manage and monitor the process. This structure provides you with a single point of contact, as there can be upwards of 20 supporting vendors involved in a single Security Token Offering. Our global ecosystem of partners are pioneers deep in the space.

​

  • Advisor

  • Attorneys

  • Auditors

  • Business Modeling

  • Broker Dealers

  • KYC/AML Providers 

  • Tokenization Platform

  • Transfer Agents

  • Custodian

  • Escrow

  • Banking Relations

  • Payment Rail Providers

  • Marketing Companies

  • Investor Acquisition Firms

  • Crowd Capital Providers 

  • Alternative Trading Systems

  • Other relevant vendors ​

bottom of page