Seven layers. One engagement. Complete clarity.
The Stobox engagement explained, stage by stage — what gets done, in what order, at what cost, and why. Everything you need to make an informed decision is on this page.
Not sequential. Parallel.
Every workstream in the Blueprint is interdependent. Legal cannot be finalised without the financial model. Compliance cannot be specified without the legal structure. Technology cannot be configured without both. Stobox runs all five workstreams simultaneously — converging into a single signed-off Blueprint package that feeds directly into platform deployment.
Stage 0 — Pre-Qualification Audit.
Every engagement — standard or institutional — begins here. A fixed $9,500 investment that delivers a written verdict on your asset before any further commitment. If the verdict is Go, the $9,500 is credited toward your total engagement cost.
Pre-Qualification Audit
What you receive
- Asset readiness and legal title review
- Regulatory classification — security, utility, or other
- Investor feasibility by jurisdiction and accreditation
- Token economics viability check
- Key legal and compliance prerequisites identified
- Essential documents checklist for your asset and jurisdiction
What happens on Go
- Stobox defines the exact Blueprint scope with you
- All layers identified — which apply, which don’t
- Investment confirmed before any further commitment
- $9,500 credited toward total engagement cost
- Team assigned — execution begins immediately
Three possible outcomes
Your asset is structurally ready for tokenization. Stobox defines the exact Blueprint scope with you. The $9,500 is credited toward the engagement. Work begins immediately.
Your asset is tokenizable once specific conditions are met. A remediation plan is delivered alongside the Blueprint scope, with each condition mapped to a clear resolution path.
The asset is not ready for tokenization at this time. A written rationale is delivered explaining why, with guidance on what would need to change for a future re-assessment.
Stages 1–5 — parallel execution.
Following Stage 0 and scope confirmation, all applicable workstreams begin simultaneously. Each stage produces a document you own and sign off. You never pay for the next stage until the current one is accepted. All workstreams converge into one complete Blueprint Package that feeds directly into platform deployment.
Financial Architecture
What gets delivered
- Token economic model — supply, pricing, yield entitlement, distribution frequency
- SPV capitalization recommendation — equity / debt layers, reserves, intercompany treatment
- Investor return scenarios — base, upside, and stress over 3-year horizon
- TVL projections Y1–Y3 segmented by investor type and channel
- Minimum viable raise threshold and fundraising pace assumptions
- On-chain distribution logic specification for oracle-based payments
Add-ons that affect scope
- Additional asset classes — each adds modeling complexity
- Complex yield structures — production-linked or NAV-based
- Multi-jurisdiction modeling (3+ regions)
- Fund or stablecoin structure — separate modeling framework
- Why it comes first: the financial model determines token structure, which determines legal structure, which determines compliance requirements. Stage 1 outputs feed every other workstream.
Legal Framework
Base package covers
- Legal framing & entity structuring coordination — BVI, Delaware, Cayman, ADGM, others
- Token Purchase Agreement and Subscription Agreement
- Risk Disclosure and Terms of Token Sale
- Regulatory pathway memo — investor eligibility rules by jurisdiction
- Legal risk register with mitigation recommendations per identified risk
Jurisdiction add-ons
- Reg D (US) — SEC Form D, 506(b)/(c)
- EU / MiCA compliance layer
- MENA — DIFC, QFC, or ADGM frameworks
- Additional jurisdictions available on scope
- How it works: Stobox manages the entire legal coordination. Trusted external counsel executes. You deal with one point of contact — not multiple law firms and coordination gaps.
Compliance Architecture
What gets delivered
- KYC/AML workflow design — Sumsub integration + Stobox DID configuration
- Transfer restriction rules specified as engineering-ready JSON for STV3
- Investor eligibility matrix — jurisdiction × investor type × action
- AML and sanctions risk assessment with risk appetite statement
- Data privacy framework mapped to GDPR and applicable regimes
Standard vs complex
- Standard (included): 1–2 jurisdictions, standard KYC/AML
- Complex ($4,500): 3+ jurisdictions, institutional EDD, ongoing regulatory reporting, custom transfer logic
- Why it runs in parallel with Legal: compliance restrictions are encoded directly into the STV3 smart contract — they must be specified before the Technology Blueprint can be written.
Distribution Strategy & Introductions
What gets delivered
- Investor profile definition — geography, accreditation, ticket size, mandate fit
- Primary distribution channel selection with rationale per investor type
- Secondary market ATS pathway and listing readiness assessment
- Subscription mechanics and minimum investment design
- Broker readiness checklist — documentation and compliance requirements
The introductions
- Formal introductions to 2–3 qualified FINRA broker-dealer partners
- Each intro includes a structured asset brief — deal structure, raise target, investor profile
- CEO-endorsed presentation — not a cold referral, a warm introduction with standing relationships
- tZERO, Entoro, Silicon Prairie, Assetera — confirmed partnerships, not directories
- This is what platforms can’t offer. Your offering inherits years of relationship at Stage 4.
Technology Blueprint
What gets delivered
- Blockchain selection — Arbitrum One default, or Coreum, Casper, Plume with rationale
- STV3 Protocol configuration — facets, compliance logic, distribution automation
- Fireblocks MPC custody architecture and wallet policy design
- Chainlink oracle integration — price feeds, proof-of-reserves, revenue reporting
- Stobox 4 platform specification — investor portal, cap table, KYC/DID, distributions
- Week-by-week deployment timeline through Stage 6 go-live
Why it comes last in the Blueprint
- Stage 5 integrates outputs from all prior workstreams into a single technical brief
- Transfer restrictions from Stage 3 are translated into smart contract configuration
- Distribution requirements from Stage 4 inform oracle and integration design
- Engineering receives a complete specification — zero ambiguity, zero rework risk
- The output of Stage 5 is the instruction set for Stage 6. Platform build can begin immediately.
Stage 6 — deployed, compliant, live.
With the Blueprint Package accepted, platform deployment begins. Six to eight weeks later, your offering is live for qualified investors — with KYC active, STV3 on-chain, and your Stobox-brokered introductions in motion.
Platform Onboarding, Technical Deployment & Go-Live
What gets deployed
- STV3 smart contract live on Arbitrum — compliance enforced on-chain automatically
- Stobox 4 platform deployed at your domain — all features, nothing gated
- KYC/AML via Sumsub fully configured + Stobox DID identity layer active
- Automated on-chain distributions per your financial architecture
- Live cap table, investor portal, and subscription flow operational
- Fireblocks MPC custody live — enterprise agreement direct with Fireblocks
Distribution & go-live
- Stobox introduces your offering to qualified FINRA broker-dealers via Stage 4 relationships
- ATS listing process initiated — tZERO or Assetera EU per your distribution strategy
- Investor onboarding flow live — KYC, subscription, wallet issuance in one journey
- Your offering is ready. Investors are reachable through regulated channels.
- Distribution partner fees are set and billed by partners directly
Custom tokenization starts from $9,500. Every layer managed, end-to-end.
Compass is the AI self-service product — for exploring whether your asset is ready, with tiers from $0 to $499/mo. The full Stobox engagement is something different.
This is different. A CEO-led managed service: legal framing, compliance architecture, financial modeling, technology, custody, distribution, governance — all seven layers, scoped per asset. Anchored by a fixed $9,500 Pre-Qualification Audit, then everything else is scoped and billed only after the previous step is signed off.
Before tokenization can proceed, certain documents must exist.
Stobox identifies exactly which documents apply to your asset during the Pre-Qualification Audit and coordinates their preparation across the relevant Blueprint workstreams. The categories below are the typical prerequisites — your specific list is confirmed at Stage 0.
- Certificate of Incorporation or equivalent registration
- Articles of Association or governing documents
- Register of shareholders and directors
- UBO (Ultimate Beneficial Owner) declaration
- Board resolutions authorizing the tokenization
- Title deed, ownership certificate, or concession agreement
- Independent valuation or appraisal (where applicable)
- Revenue history or operational performance record
- Existing encumbrances, liens, or charges on the asset
- Any existing investor agreements or pre-commitments
- Audited financials — last 2–3 years where available
- Current year management accounts
- Cap table and existing shareholder obligations
- Intercompany loan agreements or related-party transactions
- Revenue projections and business plan (where applicable)
- Existing licenses, permits, or regulatory approvals
- AML/KYC policies and procedures if entity holds them
- Any prior regulatory correspondence or notices
- Data protection and privacy policies
- Tax residency certificates and relevant filings
Pick your path. We’ll meet you there.
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