WHAT IS HERITAGE AND WHAT IT IS FOR
The client benefits of using a fully compliant investment management platform include:
* Ability to manage pre and post placement investors in an automated way, simplifying onboarding and compliance processes.
* Ability to manage the capitalization of the company (cap table management) through a digital and automatic system.
* Ability to provide a complete data set for each asset type, providing investors with greater transparency and accessibility to information.
* Ability to manage multiple assets in a single solution, simplifying portfolio management.
* Possibility to issue from 1 to n tokens for each underlying asset, allowing greater flexibility in the management of investor holdings.
* Possibility to broaden the investor base, attracting potential investors who may not be interested in investing in a single asset or in the traditional way.
* Ability to show only relevant information to each investor, differentiating the report according to the type of asset or investment.
For investors, the benefits of using a digital investment management platform include:
* Reduction of information asymmetry, allowing investors to access complete and up-to-date information on the asset and the company.
* Ability to receive ongoing data updates, enabling investors to make informed decisions.
* End-to-end digitized process, streamlining the investment procedure and reducing waiting times.
* Notifications for each new transaction proposed, allowing investors to stay up to date on investment developments.
* Personal dashboard and KPIs to better manage your portfolio, allowing investors to monitor and manage investments efficiently.
* Ability to own fractions of real assets, allowing investors to invest even with small amounts of money.
* Thanks to Heritage it is possible to tokenize any type of asset, from real estate to debt or equity securities. Thanks to the growth and development of the blockchain and the decentralized economy, more and more assets will be tokenized and transacted on the blockchain.
Thanks to Heritage it is possible to tokenize any type of asset, from real estate to debt or equity securities. Thanks to the growth and development of the blockchain and the decentralized economy, more and more assets will be tokenized and transacted on the blockchain.
Real estate
Tokenization in the Real Estate market allows asset owners to raise capital more efficiently by giving investors a new and innovative way to access these investment sources, ensuring transparency and liquidity.
Corporate bonds
The onchain representation and exchange of security tokens that represent fractional units of an underlying bond addresses the illiquidity problem of the debt market. Thanks to the use of the blockchain and Heritage’s smart contracts, it will be possible, on the one hand, to increase the investor base and, on the other, to automate the execution of the rights and associated contractual terms on the other hand.
NPL
The tokenization of NPLs is one of the use cases that allows us to address one of the main problems of the market which, to date, is closed and reserved for a limited number of high-spending investors: an oligopsony in which there are high entry barriers to which there is added inefficiency along the entire value chain in terms of trading and liquidity of the underlying assets.
Equity
Equity Tokens Tokens are a blockchain representation of the ownership structure of an asset. Thanks to this, companies can issue shares, with associated rights, such as voting rights, on blockchain with the aim of simulating market structures, increasing the potential investor base and managing company shares.
Invoices
Innovative management of invoices and related documents, facilitating the exchange process and making them an additional source of liquidity for the company, obtaining invoice discounts and facilitating credit transfer/financing management.
Carbon credit
Carbon credits are tradable assets on the market, allowing for easier offsetting of the carbon footprint of companies and institutions. Thanks to the blockchain it is possible to issue, distribute and enhance these assets by creating a market through the issue of certified tokens.
Warehouse
The blockchain makes it possible to tokenize the revolving pledge of the warehouse, allowing industrial companies to value the goods produced but not yet sold. By combining the blockchain with technologies widespread on the market (WMS – Warehouse Management System) the investor will have full awareness and knowledge of the state and trend of his investment and the respect, by the company, of the maintenance and conservation of the guarantee pledge