From Opportunityto Liquidity

Everything starts with the underlying investment.

Kell selects an opportunity from its pipeline, such as:

• Real estate development
• Private credit
• Operating businesses
• Energy projects
• Infrastructure
• Other real-world assets

Define:

• Capital required
• Use of proceeds
• Underlying asset
• Existing debt and equity
• Target investor return
• Hold period
• Geography
• Target investor audience
• Potential exit strategy

Determine how the opportunity should be structured before technology is introduced.

Genesis Block brings capital markets, digital asset strategy, regulatory experience, and technology expertise to help Kell think through the transaction from both the immediate fundraising perspective and the long-term lifecycle of the security.

Questions addressed can include:

• What entity should issue the security?
• Should a dedicated SPV be created?
• Should the investment be structured as equity, preferred equity, debt, private credit, revenue share, or another instrument?
• Who is the target investor?
• Which jurisdictions are involved?
• Should U.S., Canadian, international, institutional, accredited, or other investors participate?
• How should tokenization create value?
• What should eventual liquidity look like?
• What technology and operational infrastructure will be required?

Turn the strategy into a legally structured security.

Counsel and regulated partners determine the appropriate legal entity, offering structure, investor eligibility requirements, transfer restrictions, disclosures, and applicable securities-law framework.

The exact pathway may differ from one transaction to another.

Potential structures may include different private offering exemptions or cross-border frameworks depending on jurisdiction and investor type.

Documents may include:

• Offering memorandum or PPM
• Subscription agreement
• Operating agreement
• Risk disclosures
• Investor representations
• Transfer restrictions
• Offering-specific legal documentation