Full-Service Fund Liquidity Solution

Our comprehensive solution provides cost-effective formation, structuring, digitization, and administration for investment offerings in real estate, venture and private equity investment funds, direct deals, single asset investments, and other illiquid investment offerings.

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Streamlined and Efficient Global Advisory and Project Management Levergaing Our Expert Team of Indusrty Leaders

Turn-Key Comprehensive Digital Solution

Simplify the formation, structuring, digitization, and fund administration processes by consolidating all workflows on a fully digital platform that features a variety of liquidity options.

New Fund

Get started fast. Get started right.

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Cost-effective formation, structuring and advisory via our complete Full-Service Liquidity Solution. Get help where you need it most. 

Existing Funds

Better back-office operations

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Stop wasting time trying to manage complex accounting and shareholder servicing responsibilities. Leave it to the experts so you can focus on doing deals.

Upgraded Experience

Real-time data & expert assistance

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Go digital and upgrade onboarding, reporting, distributions, and communications. Better liquidity. Better compliance. Better experience for all.

Let Stonegate and Securitize manage your investment offering from start to finish


Securitize is modernizing capital markets by enabling digital securities, making it easier for eligible investors to own, manage, and trade digital securities within designated capital markets for equity, funds, fixed income, and real estate. Securitize is the only SEC Registered Transfer Agent integrated with multiple regulated US-based marketplaces with a working protocol and live issuers. The company also offers KYC/AML and capital management services.

Advisory & Setup

  • 1 Global Advisory
  • 2 Fund & Investment Structuring
  • 3 Offering Documents (PPM, LPA & Subscription Agreements)
  • 4 Project Management
  • 5 Multi-Jurisdictional Investment Fund/Product Structuring (US, Cayman, BVI & Others)
  • 6 Marketing Program Development
  • 7 Investment Offering Digitization
  • 8 AML/KYC accreditation & Investor onboarding dashboard

Administration & Operations

  • 1 Capital Calls
  • 2 Fund & Corporate Administration | Accounting
  • 3 Shareholder Reporting
  • 4 Portfolio & Partnership Accounting
  • 5 Net Asset Value (NAV) Calculations
  • 6 Transfer Agency
  • 7 Investment Distributions
  • 8 Built-in Regulatory Compliance
  • 9 Gatekeeper Services