Stobox Client Engagement and Tokenization Delivery Process
This document describes the step-by-step engagement process when working with Stobox, from initial contact through full on-chain deployment and public launch of a tokenized asset. The process is designed to provide clarity, regulatory confidence, and predictable delivery for clients across asset classes and jurisdictions.
Each step builds on the previous one and is supported by Stobox sales, tokenization, compliance, and delivery teams.
Step 1. Investigating Client Needs and Requirements
The engagement begins with an initial assessment of the client’s needs, objectives, and constraints. The purpose of this step is to understand whether tokenization is suitable and how it should be structured at a high level.
Key areas reviewed include:
Asset type and ownership structure
Business objectives and expected outcomes
Target geography and operational footprint
Expected investor profile and scale
Technical and organizational readiness
This step allows Stobox to assess feasibility and outline a preliminary direction without committing to legal or regulatory conclusions.
Step 2. Discovery Call with Sales and Tokenization Expert Team
A structured discovery call is conducted with the Stobox sales team and tokenization experts. The goal is to deepen understanding of the client’s project and translate business goals into a potential tokenization setup.
During this call, Stobox focuses on:
Business model and asset economics
Use of tokenization across the asset lifecycle
Project scope, complexity, and dependencies
High-level timeline expectations
This step results in a clearly articulated project concept and alignment on whether to proceed to a formal proposal.
Step 3. Product Demo Call (If Required)
If required, Stobox schedules a tailored product demonstration of the Stobox 4 platform. The demo is adapted to the client’s use case and illustrates how tokenization is executed operationally.
Typical areas covered include:
Issuer onboarding and platform access
Investor onboarding and compliance flows
Token management and lifecycle controls
Examples of programmable asset logic
The demo ensures the client understands the platform capabilities before entering into a commercial engagement.
Step 4. Creating a Proposal: ICP Definition and Tailored Pricing Structure
Based on discovery outcomes, Stobox prepares a tailored commercial proposal. The proposal defines:
Client alignment with Stobox Ideal Client Profiles
Recommended Stobox 4 platform tier
Required modules, integrations, and services
Tailored pricing structure aligned with scope and scale
The proposal is designed to support both initial launch and future growth without re-issuing or restructuring the asset.
Step 5. Signing Engagement Agreements
Upon proposal approval, the parties execute the contractual framework governing the engagement. Depending on scope, this typically includes:
Master Service Agreement
General Service Agreement
Service Level Agreement
Technical Solution Implementation Agreement
These agreements formalize responsibilities, delivery scope, timelines, and service conditions.
Step 6. Invoice Settlement and Commercial Activation
Following contract execution, Stobox issues the initial invoice in accordance with the agreed commercial proposal. Invoice settlement activates delivery resources and platform access.
Stobox supports flexible payment schedules depending on project scope, duration, and client profile. Where applicable, payments may be structured across milestones to align commercial commitments with delivery progress.
Step 7. Introduction to the Stobox Tokenization Delivery Team
After contract execution, the client is introduced to the Stobox Tokenization Delivery Team. The team composition is aligned with the approved Scope of Work.
A formal kickoff is conducted to confirm:
Project milestones and delivery plan
Communication structure and reporting
Roles and responsibilities on both sides
Step 8. Introduction to Stobox Partners (If and When Applicable)
Where required, Stobox introduces the client to selected partners from its global network. Partner involvement depends on asset class, jurisdiction, regulatory requirements, and go-to-market strategy.
Partners may include, but are not limited to:
Particula
tZERO
DAO Lawyers
Other legal advisors
Investment relations partners
Marketing and distribution partners
Technology and infrastructure vendors
This approach ensures the client benefits from an integrated, end-to-end ecosystem rather than fragmented service providers.
Step 9. Registration on Stobox 4 and Start of Onboarding
The client registers on the Stobox 4 platform and begins issuer onboarding. This includes account creation, role setup, and access to the tokenization workspace.
At this stage, the client gains access to structured onboarding flows and documentation requirements.
Step 10. Introduction to the Stobox Tokenization Onboarding Framework
Stobox introduces its Tokenization Methodology and works through it jointly with the client. This is the core structuring phase of the project.
This step includes detailed work on:
Securities classification and regulatory positioning
Investor and compliance logic
Programmable asset logic and restrictions
Business, operational, and go-to-market logic
This phase typically takes between 4 and 12 weeks, depending on the complexity of the asset, jurisdiction, and regulatory setup.
Step 11. Alignment and Preparation of Project Documentation
All required asset, legal, business, and project documentation is collected, structured, and aligned for tokenization. This step focuses on transforming raw documentation into a launch-ready package suitable for compliance review, deployment, and investor access.
Documentation typically includes asset records, corporate documents, legal opinions, disclosures, technical inputs, and project-specific materials required under the selected tokenization model.
Step 12. Issuer KYB Verification via Stobox 4
The issuer undergoes mandatory Know Your Business verification through Stobox 4. This process validates the legal entity, ownership structure, and control mechanisms.
Successful KYB approval is required before deployment or public access.
Step 13. Setting Up Required Integrations via Stobox 4
Stobox configures all required integrations based on the approved tokenization model. These may include:
Identity and compliance providers
Custody and payment infrastructure
Oracles, Proof-of-Reserves, or external data sources
Wallet and settlement configurations
Step 14. Completion of Required Tokenization Methodology Steps
At this stage, all required steps within the Stobox Tokenization Methodology are completed. Each project follows a tailored subset of the methodology, selected from the full framework of approximately 60 total steps, depending on asset type, jurisdiction, and regulatory complexity.
Completion of the required steps confirms that the project is structurally, legally, and operationally ready for deployment.
Once all methodology steps are completed, the project is submitted to the Stobox compliance team for internal verification. This review confirms regulatory consistency, operational readiness, and compliance alignment.
Step 15. Asset Deployment and Token Issuance
Stobox deploys the programmable asset on-chain using the STV3 Protocol. Deployment follows the approved token design, compliance logic, and operational parameters.
Upon successful deployment, the tokenized asset becomes live on-chain and ready for offering configuration.
Stobox deploys the programmable asset on-chain using the STV3 Protocol. Upon successful deployment, a Token Issuance Certificate is generated.
The result is a live, compliant tokenized asset deployed on-chain.
Step 16. Token Deployment Certificate
The client receives a Token Deployment Certificate, confirming that the asset has been tokenized and deployed in accordance with the approved framework.
Step 17. Setting Up the Public Project Page on Stobox 4
Stobox assists in setting up the public or restricted-access project page on Stobox 4. This includes uploading approved documents, disclosures, and informational materials.
Step 18. Setting Up the Token Offering
The token offering is configured using the Stobox Tokenization Framework. This includes:
Offering parameters and investor eligibility rules
Upload of legal and regulatory documentation
Fundraising and settlement configuration
Step 19. Final Compliance Verification
The complete offering setup is reviewed and verified by the Stobox compliance team to confirm readiness for launch.
Step 20. Delivery Checklist Review and Final Sync
Stobox and the client review the full delivery checklist to confirm that all technical, legal, and operational elements are in place.
Final education and operational support are provided as required.
Step 21. Go-Live on Stobox 4
The tokenized asset goes live on the Stobox 4 platform. The project enters its active lifecycle, and investors can participate according to defined eligibility and compliance rules.
This structured step-by-step process ensures a predictable, compliant, and scalable path from initial engagement to live tokenized asset operations with Stobox.
Responsibility Matrix
The matrix below outlines primary responsibilities across the engagement lifecycle. Responsibilities may overlap in practice, but ownership is clearly defined to ensure accountability and efficient delivery.
Investigating client needs
Provide business objectives, asset context, and initial information
Lead assessment and feasibility analysis
—
Discovery call
Share detailed business and asset information
Lead discovery and structuring discussion
—
Product demo (if required)
Participate and validate platform fit
Prepare and conduct demo
—
Proposal and pricing
Review and confirm commercial scope
Define ICP alignment, scope, and pricing
—
Contract signing
Execute agreements
Prepare and execute agreements
—
Invoice settlement
Settle invoices per agreed schedule
Issue invoices and activate delivery
—
Delivery team introduction
Assign internal stakeholders
Assign delivery, compliance, and technical teams
—
Partner introduction
Approve partner involvement
Coordinate and introduce partners
Legal, IR, marketing, technology, or infrastructure services
Platform registration
Complete registration and access setup
Provide platform access and guidance
—
Tokenization methodology
Provide inputs, approvals, and decisions
Lead methodology execution and advisory
Legal and regulatory input where required
Documentation preparation
Provide required documents and disclosures
Structure, review, and align documentation
Legal opinions, audits, custody confirmations
Issuer KYB
Submit corporate information
Manage KYB process and verification
KYB / compliance providers
Platform integrations
Approve integrations and credentials
Configure and test integrations
Custody, payment, oracle, or tech vendors
Methodology completion
Approve final structure
Validate completion of required steps
Legal or regulatory validation
Asset deployment
Approve deployment
Deploy asset on-chain
—
Deployment certification
Receive certification
Issue deployment certificate
—
Public project page
Approve content
Configure and publish page
Marketing or IR partners
Token offering setup
Approve offering terms
Configure offering and compliance rules
Legal and compliance advisors
Final compliance verification
Address final comments
Conduct compliance review
External legal or regulatory advisors
Delivery checklist
Confirm readiness
Lead final checks and coordination
—
Go-live
Launch and operate asset
Enable platform operations and support
Distribution, IR, or market partners
This responsibility matrix is designed to provide transparency, reduce execution risk, and ensure efficient collaboration across all parties involved in a Stobox tokenization engagement.
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