General Disclaimer
This document is for informational purposes only and does not offer to sell or solicit the purchase of securities, financial instruments, or digital assets.
Valuit provides blockchain-based tools for asset tokenization and capital management, but does not offer investment, legal, tax, or brokerage services.
1. Regulatory & Compliance Consideration
Jurisdictional Limitations: Access to Valuit's services may be restricted due to local laws. Participation is permitted only where legally allowed
Regulatory Status: Valuit may be regulated by financial authorities such as the U.S. SEC, CFTC, FCA, ESMA, and others. Certain activities may require additional approvals
Token Classification: The $VAL token is a utility and governance token, but may be classified as a security or other financial instrument depending on jurisdiction.
2. Investor & Market Risk
Investor Participation: Participation may require compliance with securities laws and investor qualifications. Availability is not guaranteed in all jurisdictions
Liquidity & Exchange Listings: Tokens for market-making or exchanges are subject to market abuse regulations and must comply with applicable laws
Team Allocations & Vesting: Tokens allocated to team member s may be subject to vesting schedules, taxation, and regulatory disclosure.
3. Technology & Operational Risk
Automated Market Mechanisms: AMMs and decentralized orderbooks may fall under regulated financial activities. Legal advice is recommended before participation
Oracle & AI Dependencies: ValuX uses off-chain price oracles and AI, introducing operational and data reliability risks
DAO Treasury & Governance: DAO-controlled treasuries and governance mechanisms present legal and fiduciary risks.
4. Forward-Looking Statements & No Relianc
This document may contain forward-looking statements that are subject to risks and uncertainties. Actual outcomes may differ
No Legal, Financial, or Tax Advice: This document is not to be relied upon as legal, financial, or tax advice. Seek independent counsel before engaging with Valuit or ValuX.
Vision Statement
Unlocking capital markets for everyone—investable, liquid,
and borderless by design.
End-to-End Capital Markets Infrastructure
Primary
Document
Market Listing
Secondar y Market
Valuit Markets
Upload
Listing
(Broker Dealer)
Know Your
ValuX Decentralized
Know Your
Business (KYB)
Exchange
Customer (KYC)
Government ID Data
Deposit /
Validation Withdrawal
Blockchain
Transfer Agency
Liveliness
Check
On-Chain
Order Book
Spot & Limi t
Fraud
Orders
Prevention
Compliant Smart
c
Automati
Account Generation
Monthl y Reporting
AML, PEPs, Sanctions
Investor Accretions
eSignature Filing and For m
Generation
& Watchlist Screening (506b, 506c)
Investor Suitability
Questionaire
Investment Services
Valuit offers an end-to-end advisory and fundraising solution,
tailored to sponsors and issuers seeking professional support in
preparing and placing tokenized investment opportunities to
global investors.
Valuit’s Role
Ideal For
Asset owners or funds raising capita
Lead structuring agent
C ompanies wit h complex deal structures, and seeking
alternative capital formation strategie
Issuance and placement execution team
Issuers seeking capital markets distribution and investor
engagement
Post-raise lifecycle management partner
Functionality Description
Deal Structuring & Advisory SPV structuring, token economics, capital stack design
Legal & Regulatory
Global legal review, offering memo prep, exemptions &
End-to-end tokenization solution and investment bank.
Framework filings
Investor Marketing
Teaser, deck creation, investor data room, circulation via
Valuit network
Tokenized Issuance
Smart contract deployment, cap table integration, investor
Execution allocations
Fundraising Support
IC approval, soft circle feedback, investor communications &
closing
Post-Issuance Management
O ngoing investor support, secondary market facilitation,
reporting
Tokenized Issuance & Structuring
The platform helps structure offerings as compliant security tokens,
combining traditional investment processes with blockchain efficiency.
Valuit’s team guides issuers through deal structuring, regulatory filings, and
token creation for their project or fund.
Investment Services Clients -
Sponsors/Issuers Seeking Capital End-To-End Capital Raise Support
From preparing offering documents to investor outreach and onboarding,
Valuit acts as a tech-enabled investment banker. The placement process is
Global Capital Access
managed on-platform – including KYC/AML checks, subscription agreements,
Valuit connects sponsors to a worldwide investor network, enabling cross- and fund collection – providing a seamless experience.
border fundraising beyond local markets. Issuers gain access into institutional
and accredited retail investors globally.
Post-Investment Management
After a successful launch, issuers benefit from Valuit’s ongoing support: a
digital cap table to track all investors, automated distribution of dividends/
interest, and compliance monitoring. This reduces administrative burden and
ensures investors remain engaged and informed via the platform.
Investment Partners
The Worlds Only Fully Comprehensive Tokenization Ecosystem with industry leading jurisdictional local partners for
issuance and distribution .
$3.3B $2.7B $1.3B
Projected Native Issuances On-chain* Projected On-Chain Equity Management* Signed TVL
Local
Issuance
Partners UK Issuance Partner Leichenstein Issuance Partner ük
T r iye Issuance Partner
Trusted
PARAMĪ INVESTORS And 6+
Globally
TSX : CNC US Investment Firm US Based Hedge Fund Other Companies
*Native issuances on-chain represents total M&A, investment services and total asset value.
Advisory Board
Executive Team
Aren Bagci Kevin Cafeo Raj Brahmbhatt Ozan Ozkural
Anthony D oeh
Co-Founder - CIO Co-Founder - President & COO Co-Founder - CEO
Investment Advisory Board
Investment Advisory Board
Marcus Wardlow
Mika Jiang Nihar Mehta Manoj Manon
Rahul Vaid
U U
Chief Product Officer
Chief Compliance Officer AE Advisory Board AE Advisory Board
Chairman
Onur Altan Tan Sridhar Seshadri Renat Khasanshyn
Eren Nil
Chief Technology Officer Director - Risk, DeFi, and
Chief Growth Officer
Product Strategy Investment Advisory Board
Asset Catalogue
Zefiro Receivables Financing Fund
Target opportunity to co-invest in state-backed methane remediation contracts via a purchase-order-backed receivables facility. Capital is deployed against
executed government contracts, with short-tenor, high-visibility repayment profiles.
Company Overview Investment Highlight
Zefiro Methane Corp. is a methane abatement and environmental remediation Financial Highlights
Risk & Legal Framework
platform operating under long-term MSAs with state governments Structure: PO-backed receivables facility (MPA)
Receivable Assignment: State
Pioneering a scalable, ESG-positive approach to orphan well remediation Use of Funds: Execution of P&A contracts under agency assignment protocols
Executes P&A (plug & abandon) contracts upon PO issuance from state agencies existing MSAs
Security: UCC-1 lien, DSRA
Cross-functional team with deep experience in environmental ops, public Target Facility Size: $25–40M (tranche-based)
reserve, optional credit insurance
contracting, and carbon markets Return Profile: 10–18% IRR (contract-cycled, cash- Governance: Third-party admin,
Project revenue backed by milestone-based state payments; carbon upside fully on-cash basis)
milestone verification, lockbox
retained Term: <12 months per cycle
Jurisdiction: Delaware or
Financing structured through Valuit's secure capital infrastructure and risk Distribution: Upon state milestone reimbursement
Luxembourg SPV structure
mitigation protocols. Advance Rate: Up to 85% of PO value
Investment Vehicle Overview Key Highlights
SPV holds legal rights to assigned PO receivables; capital drawn per verified Headquaters New York
milestone
Funding triggered only upon PO issuance; no idle capital exposure Industry Environmental Services
Capital distributions flow through lockbox account via waterfall: principal →
investor return → reserve release → sponsor excess Focus Methane Remediation
Each receivable is treated as a self-liquidating credit event with state payout as Structure Purchase Order MPA
exit.
Risk Profil State-backed Receivables
Deal Payment Source State Reimbursement
Affiliates
Eywa Bond
A convertible, asset-backed real estate bond linked to the iconic Eywa development in Dubai. Offers investors an attractive yield, flexible exit
options, and the right to convert into luxury property ownership.
Bond Overview Investment Highlight
The Eywa Bond is a secured, convertible real estate bond offering investors Financial Term Strategic Feature
exposure to the Eywa Dubai development (www.eywa.ae), issued bond under Structure: Secured, convertible bon Convertible into luxury residence at
ISIN XS274133449 ISIN: XS274133449 pre-completion discoun
Tokenized Issuance by Valuit Eywa Bond SPV, with Queen Street Finance acting as Total Issuance: $100M US Bondholders enjoy priority unit
Investor Liaison & Transfer Agen Coupon: 10% p.a. (net allocation during conversion window
Legal structure and documentation led by Baker McKenzie, governed under Distributions: Semi-annua Rollover rights into future bond series
English la Tenor: 36–48 month with maintained conversion privilege
Investors can convert bond principal into ownership of a real estate unit at off- Convertible Option: Yes - Property Unit Tokens may be tradeable on the Valuit
plan discounts, or redeem at maturity Early Redemption: Permissible at issuer platform for early liquidity
discretion (conversion rights preserved)
Risk Mitigation and Governance Key Facts
Backed by sale proceeds of Eywa property unit Asset Eywa Residesnces, Dubai
Oversight and admin by QS
Bond performance reviewed by third partie Conversion Option Real Estate Units at off-plan discount
Strong anti-dilution protections and legal enforcement via Baker McKenzi Legal Counsel Baker McKenzie
Optional structured buyback programs to support interim exits
Platform Valuit (tokenized issuance & trading)
Investor Rights Priority conversion, anti-dilution
Deal
Affiliates
Lidya SSF Fund
A high-frequency, fully hedged arbitrage strategy delivering market-neutral alpha through Single Stock Futures (SSF) in Türkiye. Powered by FPGA
infrastructure, Lidya is one of the largest SSF traders in the market today.
Strategy Investment Highlight
Overview
Lidya runs a fully automated, ultra-high-frequency arbitrage strategy targeting Strategy Term Key Advantage
inefficiencies in the Turkish Single Stock Futures (SSF) marke Structure: Offshore Fund or VARA-regulated Zero correlation to any global
Strategy launched in August 2022 with consistent monthly performance and zero Crypto Partne asset clas
directional exposur T arget et rns
R u : 24–45% annualized (USD net Takasbank custody: eliminates
Trades are executed through FPGA-based infrastructure, achieving fastest tick-to- Fees: 1.5% management / 35% performance counterparty ris
trade latency in Borsa Istanbu (high watermark No leverage used; pure arbitrag
Firm manages ~$70M AUM with capacity to scale to $5B i idity
L qu : Daily / Monthly (No lock-up, No gates Audited quarterly; reports
Currency exposure fully hedged; intraday and overnight arbitrage strategies M inim m Investment
u : $5,000,00 available on www.kap.gov.t
continuously rebalanced Hedging : 100% FX-hedged (USD/TRY) Global legal counsel: DLA Piper
Investment Vehicle Overview Key Facts
2022 33.81% (Aug-Dec) Strategy SSF Arbitrage - Türkiye
2023 66.31% Ex ecution Infra FPGA Ultra-Low Latency Stack
2024 51.55% C learing & Custody Takasbank (Borsa Istanbul)
2025 YTD ( an-Feb)
8.8%+ J R egulatory Setup USA / Dubai-compliant strcuture
Team 22 professionals across US, UK, Germany, Türkiye
Deal
A iliates
ff
GMK Geothermal Development
A World Bank-backed geothermal energy development platform in Türkiye, delivering utility-scale baseload power with tokenized
investor access.
Project Overview Investment Highlight
GMK is a vertically integrated geothermal energy company with over 15 years of Financial Terms (Phase 1 – Ilısu Asset Profil
engineering leadership across Türkiye and global market Structure: Equity in SPV / Tokenized ownershi Ilısu (Aksaray): 50 MW
Currently developing 300+ MW of geothermal capacity across three high-potential Target Raise: $16M (Initial wells + EPC readiness potential | RSM-insured | Hybrid
license areas: Ilısu, Öreyler, and Çaldıra Debt Facility: $64M from World Bank (post- Sola
Backed by the World Bank’s Risk Sharing Mechanism (RSM), covering up to 60% verification Öreyler (Kütahya): 200 MW
of drilling costs, reducing upfront ris IRR: 30%+ target (tokenized equity model proven reservoir | OAZ pre-
Development includes dual-phase GEPP rollout, hybrid solar co-generation, and Annual EBITDA: $13.5M (avg.) under 15-year PP approve
Greenhouse-integrated zones (OAZs) for full heat utilizatio Valuation Upside: $108M–$135M enterprise value at Çaldıran (Van): 100 MW target |
Tokenized investment access provided via Valuit, ensuring transparency, and 8–10x EBITD High-temperature shallow
flexible participation Investor Exit: Sale at commissioning or hold for resource
income
Strategic & ESG Impact Key Facts
Zero-emission baseload power with 15-year indexed offtak Sector Geothermal - Renewal Infrastructure
Full regulatory alignment with World Bank ESG standard
Accelerates Türkiye’s renewable transition (4th largest geothermal market Lead Sponsor GMK Renewable Energy
globally
Token Platform Valuit
Enables agriculture & food security via direct-heat greenhouse integratio
Eligible for green bonds, ESG funds, and carbon credit monetization PPA Mechanism YEKDEM
Global Recognition World Bank, EBRD, IFC
Deal Exit Options IPO, strategic sale, long-term hold
Affiliates
Princeville Climate Tech II
AEuropean growth-stage fund investing in proven Climate Tech platforms, delivering both financial returns and measurable climate impact.
Fund Overview Investment Highlight
Princeville Climate Tech II is a €350–500M growth equity fund focused on Structure: Equity growth investments
Track Recor
accelerating the deployment of proven Climate Tech solutions Fund Size: €350–500M
Climate Tech I (2020): €278M
Backed by Princeville Capital, with over $2B AUM and 80+ years of collective Target Return: ~3x MOIC | 30–35% Gross IRR on deploye
climate investing experience mature investments
Realized Performance: 2.3x
Targets Series B+ companies with commercial traction and strong climate Check Size: €25M+ per investment
MOIC | 33% Gross IRR on
alignment across sectors: Energy Transition, Advanced Mobility, Built Environment, Exit Timing: 3–5 years | IPOs, strategic sales, mature deals
Industrial Decarbonization, and Food & Ag secondaries
Geographic focus: 2/3 Europe, 1/3 North America Co-Investment: Significant pipeline for LP co-
Investment strategy centers around scalable platforms with clear decarbonization investment opportunities
pathways, supported by deep sectoral data analysis and a proprietary sourcing
engine. $1B+ capital returned across Princeville funds
Strategic & ESG Impact Key Facts
Fully embedded Climate Positive® impact methodology developed with Columbia Attribute Details
University Sector Focus Climate Tech - Growth Stage
Tracks and quantifies GHG abatement and adaptation outcomes at portfolio level Fund Manager Princeville Capital
19.2 million tCO2e of planned 5-year savings from Climate Tech I companies
Target Geography Europe (primary), North America (secondary)
Targets only proven climate solutions with near-term deployment and measurable
Ticket Size €25M+
impact
Fund aligns with SFDR Article 9, Paris Agreement goals, and is eligible for green Climate Themes Energy, Mobility, Built Env., Ag, Carbon
mandates. Token Platform Not tokenized (Traditional LP Fund)
Exit Options IPO, strategic M&A, secondaries
Deal Impact Framework Proprietary, science-based (Columbia Univ.)
ESG Classification SFDR Art. 9
Affiliates
Investor Onboarding &
Lifecycle Automation
Digital Onboarding and Subscription Agreements
Embedded compliance workflows (AML, sanctions, source-
of-funds)
Capital calls, fund commitments, and payout recording
modules
Post-issuance share management and investor dashboard
Get Started in 3 Steps
Schedule a Discovery Call Review the Intake Form Submit Intake & Launch
Meet with our onboarding Walk through the digital Setup
team to align on your intake form together to Finalize your intake
structure, timeline, and confirm fund or equity submission to initiate digital
tokenization goals. structure, investor cap table or fund
requirements, and platform configuration.
preferences.
Join the evolution of financial markets
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