← Case studies
CS—004 · FinTech · North America
Building the advisory board and investor outreach behind a digital assets platform.
Real assets are huge, but hard to buy, sell or move. Our client built regulated infrastructure to make them easier to own and trade. We told that story, built its advisory board and ran investor outreach for its Series A.
A huge asset class, stuck in the paper age.
- OwnershipWhole assets or large fund stakesFractional, digital shares of real assets
- MinimumsOut of reach for most investorsSmaller tickets, wider access
- LiquidityLocked up for yearsBuilt to transfer like a security
- SettlementWeeks of paperworkProgrammable and faster
A credible institutional board, built from scratch.
- Applications157
- Passed screening106
- Second stage30
- Interviewed by the CEO12
- Sovereign wealth
- Real assets
- Global asset management
- Pension capital
- Financial services
Investor outreach for its Series A.
- Leads390
- Investment interest222
- Leadership meetings36
- In diligence8
Interest and capacity are what investors told us, not committed capital. Closing the round sits with the company.
