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Case study  ·  Innovation · Structured offering

A regulated financial institution issuing its own instrument.

At a glance

Company Regulated Financial Institution
Sector Financial Services & Fintech
Business line Innovation · Investment Banking
GDA role Adviser
Market Middle East
Period 2022
Outcome Eight-figure raise completed

The mandate

A regulated multi-asset brokerage engaged GDA to design and execute an offering for a native instrument complementary to its existing exchange business. The requirement was institutional: a regulated operator cannot approach this the way an unregulated issuer can.

What was built

GDA designed the token economics and the full set of investor and marketing documentation, then validated the valuation across seed and private rounds by placing capital with strategic financing partners including 3D Capital, CRT Capital, and Artful Capital. The firm developed the go-to-market strategy and global positioning, and opened exchange relationships for listing.

The outcome

An eight-figure raise completed at a capitalization of $200 to $400 million. The mandate demonstrates the firm’s core Innovation thesis in its clearest form: an established, regulated financial business standing up a new instrument as a separate value line, structured to institutional standard.

An established regulated business standing up a new instrument as a separate value line.

Outcome

8 figures

Capital raised

$200–400M

Capitalization

2022

Completed

Where this leads

Token economics design — the capability

The discipline behind the instrument: supply, incentives, treasury policy, governance.

Token financing advisory — the capability

Structure, documentation, valuation, and placement to institutional standard.

What is a token financing?

The short answer, and what separates one from a securities transaction in name only.

Financial Services & Fintech — sector

Where the firm's dual fluency is worth the most.

The desk note worth forwarding.

The Digital Asset Digest and the firm’s research — market structure, transactions, and the theses behind the firm’s positions. Sent when there is something worth reading, and not otherwise.

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