Core Insights - Securitize has emerged as a key player in the tokenized asset trade, with co-founder Carlos Domingo leading the company since its inception in 2017 [1] - The firm currently manages approximately $3.6 billion in tokenized real-world assets (RWAs) and anticipates exceeding $4 billion by year-end, with a revenue growth of roughly 10x over the past 18 months [2] - Securitize is preparing for a public listing through a SPAC merger with Cantor Fitzgerald, targeting early next year for the listing [2] Company Performance - 2023 has been described as the best year in Securitize's history, marking a significant inflection point for the company [3] - The company faced challenges in attracting investment and talent during earlier years, often having to raise funding every 18 months [4][5] - Despite the competitive landscape, many early rivals in tokenization have failed, highlighting the importance of survival in the industry [5] Business Model Evolution - Initially, Securitize aimed to operate as a software company, providing a tokenization platform for banks and asset managers to license and use independently [6]

Core Viewpoint - Securitize, Inc. is set to become a publicly-listed company through a business combination with Cantor Equity Partners II, Inc., positioning itself to tap into a $19 trillion total addressable market for the tokenization of real-world assets [1][2]. Company Overview - Securitize is valued at a pre-money equity value of $1.25 billion, with existing equity holders rolling 100% of their interests into the combined entity, which will be renamed Securitize Corp. and trade on Nasdaq under the ticker symbol "SECZ" [2][12]. - The company has tokenized over $4 billion in assets through partnerships with major asset managers, including BlackRock and Apollo [10][16]. Business Model and Strategy - Securitize plans to tokenize its own equity, marking an industry first aimed at demonstrating the public company process and trading on-chain [3]. - The platform provides an end-to-end relationship between issuers and investors, integrating regulatory compliance, digital asset infrastructure, and ecosystem connections across major blockchains and DeFi protocols [5][9]. Investment Highlights - The transaction includes a $225 million PIPE financing led by institutional investors, enhancing Securitize's capital for growth and customer adoption [7][12]. - Securitize is recognized as the first public securities-focused tokenization infrastructure company, with a comprehensive and regulated stack that includes SEC-registered entities [8][9]. Market Potential - The company is positioned to participate in a $19 trillion opportunity in tokenization across various asset classes, including equities and fixed income [8]. - Securitize supports fifteen major blockchains and is connected to leading DeFi protocols, enabling secondary market liquidity [8]. Leadership Statements - Carlos Domingo, Co-Founder and CEO of Securitize, emphasized the mission to democratize capital markets through tokenization, aiming to enhance accessibility, transparency, and efficiency [4]. - Brandon Lutnick, Chairman and CEO of Cantor Fitzgerald, expressed confidence in tokenization as a transformative force in capital markets [4].