Conducting primary offerings involves complex processes and significant regulatory considerations. Platforms must balance delivering a positive investor experience while upholding compliance standards.
In order to provide their customers with alternative investments, these platforms have to engage with multiple vendors to assemble the essential mechanical solutions they need. This, in turn, leads to operational complexities and cost burdens.
Platforms must keep accurate ownership records of securities throughout the investment lifecycle. In certain circumstances, the SEC requires a regulated third-party, called a transfer agent, to manage securityholder records. Managing records in disparate locations is cumbersome.
Platforms need efficient means to distribute investment returns, often managing numerous small amounts and large overall volumes. They may also need to disburse funds internationally. As a result, the costs and efforts involved in fund distribution can be significant.
Investors are increasingly looking for liquidity in their investments. However, secondary trading remains complex, largely due to the absence of compliant and adequate technology-forward solutions.
Brassica's API-based back-office capital formation solution includes compliance features, funding rails, investment tracking, reconciliation, and escrow agent services. All ready to be embedded into a platform’s onboarding flow.
Our solutions can function independently or a platform can seamlessly integrate with multiple Brassica solutions for a unified experience. Platforms retain control of their user experience, while our solutions operate in the background.
Brassica's API-driven transfer agent is purpose-built for alternative assets, ensuring efficient record-keeping of securities holders. Platforms can programmatically update records, reducing investor friction, while also saving time and effort.
Brassica's paying agent solution simplifies investor distributions for alternative assets. Platforms can efficiently and cost-effectively disburse distributions at scale, in the US and globally.
Brassica facilitates secondary trading with a programmatic transfer agent tailored for seamless integration with Alternative Trading Systems (ATS) and bulletin board operators. When both the buyer and seller have Brassica multi-asset custody accounts, settlements can be swiftly completed, with assets and funds disbursed within Brassica's custody framework.
We offer a wide range of services tailored for Investment Platforms. If you are looking to modernize your alternative asset transactional experience and need solutions for transfer agent activities, escrow services, distributions, and custody, we are here to help you.
Built for alternative investment ownership management
Built for alternative investment distributions
Built for safeguarding Alternative Assets
Built for modern securities offerings
Customized Distribution services built for alternative investment
Qualified Custody Services built for digital assets