Overview of Feature

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The Cap Table Asset Creation feature lets issuers easily create and manage tokenized assets directly within Liquidity.io using Equitable’s Cap Table Management System.

This tool helps issuers:

• Create digital records of ownership (tokenized shares or units).
  
  
• Maintain a live cap table with real-time updates.
  
  
• Streamline fundraising, ownership tracking, and secondary transfers.

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2. Who This Is For

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For Issuers:
If you’re launching a new asset—whether it’s private stock, real estate, debt, or venture capital—you’ll use this feature to:

• Set up the asset in your cap table.
  
  
• Tokenize ownership on-chain for transparent, immutable records.
  
  
• Manage investors, transfers, and future rounds from one dashboard.

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3. Business Use Case

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 Use Case How It Works

• ‍Fundraising

         Tokenize equity or asset shares for issuance to investors.

• ‍Ownership Tracking

        Maintain a transparent, real-time cap table for all token holders.

• ‍Compliance & Reporting

        Simplify regulatory reporting with automated ownership updates.

• ‍Secondary Transfers

       Enable easy, compliant ownership transfers or sales on Liquidity.io's marketplace.

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4. Why It’s Helpful

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Key Benefits

Benefit Description

• ‍All-in-One Dashboard

       Manage multiple assets in one secure system.

• ‍Instant Tokenization

        Convert ownership into on-chain tokens for secure tracking.

• ‍Transparency

        Cap table updates are real-time and visible to authorized parties.

• ‍Streamlined Compliance

         Avoid manual reconciliations; the system handles legal record-keeping.

• ‍Frictionless Transfers

        Transfers between investors are smooth, secure, and recorded on-chain.

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5. How to Use It: Step-by-Step

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Step 1: Access the Cap Table Module

• Log in to your Liquidity.io issuer dashboard.
  
  
• Navigate to the Cap Table Management section (Powered by Equitable).

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Step 2: Create a New Asset

• Click “Create Asset” and follow these steps:
  • ‍Field
  • Action
• ‍Upload Logo

        Upload the logo for your asset or entity to personalize the dashboard.

• ‍Choose Asset Type

      Select the asset category:

        - Private Stock

        - Real Estate

        - Equipment Finance

         - Bonds

         - Venture Capital

• ‍Assign Ticker Symbol

        Enter a unique ticker to identify your asset (e.g., LQDTY1, RE2025).

• ‍Tokenization

         Enable tokenization to create on-chain representations of the ownership units.

• ‍Define Ownership Units

        Enter total authorized units/shares and current issued shares.

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Step 3: Add Additional Details

Additional Info

Purpose

Entity Information

Legal entity name, jurisdiction, and structure.

Capitalization Details

Ownership breakdown, class of shares (common, preferred, etc.).

On-Chain Details

Blockchain type (e.g., Ethereum, Polygon), token standard (ERC-1400, ERC-20, etc.).

Smart Contract Address

Link to the deployed token contract for public verification.

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Step 4: Save & Publish

• Review your entries.
  
  
• Click “Publish” to activate the asset in the cap table.
  
  
• Tokens are minted automatically (if enabled) and ownership records are updated on-chain.

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6. Practical Outcomes: What Happens Next

After setup:

• ‍Action

• ‍Result

• ‍Fundraising Ready

        You can now issue tokens to investors directly from the dashboard.

• ‍Cap Table Live

        Ownership is tracked in real time and automatically updated with every transaction.

• ‍Secondary Market Trading

        Investors can sell their tokens via the Liquidity.io Marketplace, with cap table updates happening instantly.

• ‍Compliance Simplified

        Regulatory reporting is simplified with automated records of ownership and transfers.

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7. Support

If you need help with asset creation or managing your cap table, contact us:

📧 issuersupport@liquidity.io
💬 Use the in-app chat for real-time assistance.