The Stobox Engagement · Full Scope & Pricing

Seven layers.
One engagement.
Complete clarity.

This page explains exactly what Stobox does, in what order, at what cost, and why. Whether you're a founder evaluating options, a CFO modeling costs, or a lawyer assessing structure — everything you need to make an informed decision is here.

The engagement model

Not sequential. Parallel.

Every workstream in the Blueprint is interdependent. Legal cannot be finalised without knowing the financial model. Compliance cannot be specified without the legal structure. Technology cannot be configured without both. Stobox runs all five workstreams simultaneously — converging into a single, signed-off Blueprint package that feeds directly into platform deployment.

STAGE 0 Pre-Qual $9,500 5–7 days Stage 1 Financial Architecture from $5,000 Stage 2 Legal Framework from $12,500 Stage 3 Compliance Architecture Incl. / $4,500 Stage 4 Distribution & Introductions $7,500 Stage 5 Technology Blueprint from $5,000 Parallel workstreams · 8–12 weeks average · Each stage billed on delivery OUTPUT Blueprint Package All docs signed off STAGE 6 Platform & Go-Live $26K Y1 · $22K Y2+ 6–8 weeks
Modular by design. After Stage 0, Stobox confirms which workstreams apply to your specific asset, jurisdiction, and investor profile. Clients who already have legal structure may skip Stage 2. Clients not targeting US distribution may not need Stage 4. Only relevant stages are included — scope and cost are confirmed with you before any stage begins.
The mandatory entry point

Stage 0 — Pre-Qualification Audit.

Every engagement — standard or institutional — begins here. A fixed $9,500 investment that delivers a written verdict on your asset before any further commitment. If the verdict is Go, the $9,500 is credited toward your total engagement cost.

Stage 0 · Entry Point
Pre-Qualification Audit
5–7 days · Written verdict · Mandatory for all engagements
$9,500
Fixed · one-time · credited on Go
What you receive
Asset readiness and legal title review
Regulatory classification — security, utility, or other
Investor feasibility by jurisdiction and accreditation type
Token economics viability check
Key legal and compliance prerequisites identified
Essential documents checklist for your asset and jurisdiction
Three possible outcomes
Go
Proceed with confidence

Your asset is structurally ready for tokenization. Stobox defines the exact Blueprint scope together with you. The $9,500 is credited toward your engagement cost. Work begins immediately.

Conditional Go
Viable with documented conditions

Your asset is tokenizable once specific conditions are met. A remediation plan is delivered alongside the Blueprint scope, with each condition mapped to a clear resolution path.

No-Go
Honest assessment, no capital wasted

The asset is not ready for tokenization at this time. A written rationale is delivered explaining why, with guidance on what would need to change for a future re-assessment.

Blueprint workstreams

Stages 1–5 — Parallel execution.

Following Stage 0 and scope confirmation, all applicable workstreams begin simultaneously. Each stage produces a document you own and sign off. You never pay for the next stage until the current one is accepted. All workstreams converge into one complete Blueprint Package.

1
Stage

Financial Architecture

1–2 weeks · Token economics, capital structure, investor returns modeled
from $5,000

What gets delivered

  • Token economic model — supply, pricing, yield entitlement, distribution frequency
  • SPV capitalization recommendation — equity/debt layers, reserves, intercompany treatment
  • Investor return scenarios — base, upside, and stress over 3-year horizon
  • TVL projections Y1–Y3 segmented by investor type and distribution channel
  • Minimum viable raise threshold and fundraising pace assumptions
  • On-chain distribution logic specification for oracle-based payments

Add-ons that affect scope

  • Additional asset classes — each adds to modeling complexity
  • Complex yield structures — production-linked or NAV-based distribution
  • Multi-jurisdiction modeling (3+ regions)
  • Fund or stablecoin structure — requires separate modeling framework

Why it comes first: The financial model determines the token structure, which determines the legal structure, which determines compliance requirements. Stage 1 outputs feed every other workstream.
2
Stage

Legal Framework

6–10 weeks · Stobox coordinates · Executed by DAO Lawyers, Neos Legal, Rasma Legal
from $12,500

Base package covers

  • Legal framing and entity structuring coordination — BVI, Delaware, Cayman, ADGM, and others
  • Token Purchase Agreement and Subscription Agreement
  • Risk Disclosure and Terms of Token Sale
  • Regulatory pathway memo — investor eligibility rules by jurisdiction
  • Legal risk register with mitigation recommendations per identified risk

Jurisdiction add-ons

  • Reg D (US) — SEC Form D, 506(b)/(c)
  • EU / MiCA compliance layer
  • MENA — DIFC, QFC, or ADGM frameworks
  • Additional jurisdictions available on scope

How it works: Stobox manages the entire legal coordination. Trusted external counsel executes. You deal with one point of contact throughout — not multiple law firms and coordination gaps.
3
Stage

Compliance Architecture

3–5 days · KYC/AML design, transfer restrictions, Stobox DID configuration
Incl. / $4,500

What gets delivered

  • KYC/AML workflow design — Sumsub integration + Stobox DID configuration
  • Transfer restriction rules specified as engineering-ready JSON for STV3
  • Investor eligibility matrix — jurisdiction x investor type x action
  • AML and sanctions risk assessment with risk appetite statement
  • Data privacy framework mapped to GDPR and applicable regimes

Standard vs complex

  • Standard (included): 1–2 jurisdictions, standard KYC/AML
  • Complex ($4,500): 3+ jurisdictions, institutional EDD, ongoing regulatory reporting, custom transfer logic

Why it runs in parallel with Legal: Compliance restrictions are encoded directly in the STV3 smart contract — they must be specified before Technology Blueprint (Stage 5) can be written. Legal and Compliance inform each other simultaneously.
4
Stage

Distribution Strategy & Introductions

1 week · Personal introductions to FINRA broker-dealers and ATS partners
$7,500

What gets delivered

  • Investor profile definition — geography, accreditation, ticket size, mandate fit
  • Primary distribution channel selection with rationale per investor type
  • Secondary market ATS pathway and listing readiness assessment
  • Subscription mechanics and minimum investment design
  • Broker readiness checklist — documentation and compliance requirements

The introductions

  • Formal introductions to 2–3 qualified FINRA broker-dealer partners
  • Each introduction includes a structured asset brief: deal structure, raise target, investor profile
  • CEO-endorsed presentation — not a cold referral, a warm introduction with standing relationships
  • tZERO, Entoro, Silicon Prairie, Assetera — confirmed partnerships, not directories

This is what platforms can't offer. The personal relationship between Stobox and these broker-dealers is built over years. Your offering inherits that relationship at Stage 4. Explore the distribution network →
5
Stage

Technology Blueprint

3–5 days · Complete technical specification — all prior workstream outputs integrated
from $5,000

What gets delivered

  • Blockchain selection — Arbitrum One default, or Coreum, Casper, Plume with rationale
  • STV3 Protocol configuration — facets, compliance logic, distribution automation
  • Fireblocks MPC custody architecture and wallet policy design
  • Chainlink oracle integration — price feeds, proof-of-reserves, revenue reporting
  • Stobox 4 platform specification — investor portal, cap table, KYC/DID, distributions
  • Week-by-week deployment timeline through Stage 6 go-live

Why it comes last in the Blueprint

  • Stage 5 integrates outputs from all prior workstreams into a single technical brief
  • Transfer restrictions from Stage 3 are translated into smart contract configuration
  • Distribution requirements from Stage 4 inform oracle and integration design
  • Engineering receives a complete specification — zero ambiguity, zero rework risk

The output of Stage 5 is the instruction set for Stage 6. The Blueprint Package is complete. Platform build can begin immediately. Explore Stobox's three proprietary products →
Platform & go-live

Stage 6 — Deployed, compliant, live.

With the Blueprint Package accepted, platform deployment begins. Six to eight weeks later, your offering is live for qualified investors — with KYC active, STV3 on-chain, and your Stobox-brokered introductions in motion.

6
Stage

Platform Onboarding, Technical Deployment & Go-Live

6–8 weeks to live · All features included · Distribution introductions active
$26,000
Year 1 subscription · $22,000 from Year 2

What gets deployed

  • STV3 smart contract live on Arbitrum — compliance enforced on-chain automatically
  • Stobox 4 platform deployed at your domain — all features, nothing gated
  • KYC/AML via Sumsub fully configured + Stobox DID identity layer active
  • Automated on-chain distributions per your financial architecture
  • Live cap table, investor portal, and subscription flow operational
  • Fireblocks MPC custody live — enterprise agreement direct with Fireblocks

Distribution & go-live

  • Stobox introduces your offering to qualified FINRA broker-dealers via Stage 4 relationships
  • ATS listing process initiated — tZERO or Assetera EU per your distribution strategy
  • Investor onboarding flow live — KYC, subscription, wallet issuance in one journey
  • Your offering is ready. Investors are reachable through regulated channels.
  • Distribution partner fees are set and billed by partners directly
Engagement options

Standard or Enterprise.
Both start at Stage 0.

Every engagement — regardless of asset size or complexity — begins with the Pre-Qualification Audit. What differs is the Blueprint scope, the depth of coordination, and the platform infrastructure that follows.

Pre-Qualification
Pre-Qualification Audit
Single or dual asset · Standard scope · Most tokenization projects
$9,500
Entry point. Blueprint scope confirmed after Stage 0. Platform from $26K Year 1.
Pre-Qualification Audit (Stage 0)$9,500
Financial Architecture (Stage 1)from $5,000
Legal Framework (Stage 2)from $12,500
Compliance Architecture (Stage 3)Incl. / $4,500
Distribution & Introductions (Stage 4)$7,500
Technology Blueprint (Stage 5)from $5,000
Platform & Go-Live (Stage 6)$26K Y1 · $22K Y2+
Start Pre-Qualification — $9,500 →
Enterprise
Institutional Engagement
$100M+ · Fund managers · Multi-asset · Financial institutions
Custom
Institutional Blueprint at $49,500. Custom platform, custom legal scope. Dedicated engagement management.
Institutional Blueprint (Stages 0–5)$49,500
Legal — complex, multi-jurisdictionCustom
Compliance — institutional EDD, 3+ jurisdictionsCustom
Platform — custom SLA & infrastructureCustom
STV3 Institutional ProtocolIncluded
CEO strategic sessions4 / year
Dedicated engagement manager
Get a Quote →
Essential documents

Before tokenization can proceed,
certain documents must exist.

Stobox identifies exactly which documents apply to your asset during the Pre-Qualification Audit and coordinates their preparation across the relevant Blueprint workstreams. The categories below represent the typical prerequisites — your specific list is confirmed at Stage 0.

Corporate & Entity Documents
  • Certificate of Incorporation or equivalent registration
  • Articles of Association or governing documents
  • Register of shareholders and directors
  • UBO (Ultimate Beneficial Owner) declaration
  • Board resolutions authorizing the tokenization
Asset Documentation
  • Title deed, ownership certificate, or concession agreement
  • Independent valuation or appraisal (where applicable)
  • Revenue history or operational performance record
  • Existing encumbrances, liens, or charges on the asset
  • Any existing investor agreements or pre-commitments
Financial Statements
  • Audited financials — last 2–3 years where available
  • Current year management accounts
  • Cap table and existing shareholder obligations
  • Intercompany loan agreements or related-party transactions
  • Revenue projections and business plan (where applicable)
Regulatory & Compliance Prerequisites
  • Existing licenses, permits, or regulatory approvals
  • AML/KYC policies and procedures if entity holds them
  • Any prior regulatory correspondence or notices
  • Data protection and privacy policies
  • Tax residency certificates and relevant filings
This is not an exhaustive checklist. The Pre-Qualification Audit identifies the exact documents required for your specific asset, jurisdiction, investor profile, and structural complexity. Stobox coordinates document preparation — you don't source lawyers, compliance specialists, and auditors independently.
Stobox Engagement Overview
Download the full scope.
Share it with your team.

A complete PDF summary of the Stobox engagement model — all stages, all pricing, the Blueprint framework, and essential documents. Built for founders to share with their CFO, legal counsel, or board before making a decision.

Download PDF — Engagement Overview
PDF · All stages · Full pricing · Shareable

Start today.
$9,500. 5–7 days. Full clarity.

The Pre-Qualification Audit delivers a written verdict on your asset — regulatory pathway, token structure, investor feasibility, and exact engagement scope. Before you commit to anything else.

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