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SANDY WILLIAMS
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CASEY JOHNSON
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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.
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.
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