🧠 The Advisor
Answer 6 questions. Get a personalized tokenization assessment — the right structure, the right providers, the right next steps for your situation.
Built on 8 years of practitioner knowledge and the full Token Playbook research base. No sales call required.
How it works
Three minutes. Fully personalized output.
Tell us who you are
Issuer, service provider, investor, tech firm, or just learning — the flow adapts to your role.
Answer 5 context questions
Asset type, raise size, investor targets, timeline, existing infrastructure. All multiple choice.
Get your assessment
Recommended approach, key considerations, matched registry providers, and three concrete next steps.
Save and share
Your results persist across sessions. Copy a summary to share with your team or counsel.
Sample output
Regulation D 506(c) offering on Ethereum using ERC-1400 token standard. Registered Transfer Agent required. Target timeline: 90–120 days to first close. QIB investors may require additional AML/KYC verification layer.
- Confirm TA is registered and can support tokenized cap tables before selecting blockchain
- Real estate token offerings require EDGAR filing — budget 2–3 weeks for legal review
- Secondary trading requires ATS or broker-dealer partnership — plan this before primary close
Ready to see yours?
Free for all Token Playbook members. Takes 3 minutes.
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