Consulting as a Service — the full-stack tokenization engine. Bosonic built the exchange. Prime Ledger built the bank. Together: origination through settlement under one roof.
Service Tiers
3
101 → 201 → 301
Asset Classes
8+
SEC/CFTC Aligned
Partner Stack
4
Trade · Custody · Token · Legal
Revenue Lines
5
Fees · Consulting · Build · Trade · License
GTM Timeline
12mo
Phase 1 → Full Scale
Consulting as a Service (CaaS)
Modeled on the Deloitte Banking-as-a-Service framework — but for tokenization. Instead of building a single product, PL assembles a white-label service stack that any capital aggregator, syndicator, or institutional partner can deploy under their own brand. Every engagement enters at 101 (Assess) and naturally upsells through the stack.
The Thesis
Bosonic built the exchange. Prime Ledger built the bank. Together, you own the full vertical — origination through settlement.
Where Bosonic provides the infrastructure rails — trade enablement, ATS order execution, real-time clearing and settlement, patented collateral management — PL provides the client-facing intelligence and services layer that turns those rails into revenue. Advisory, structuring, compliance mapping, AI-powered due diligence, and the onramp that takes assets from "I want to tokenize" to live on the platform.
Engagement Tiers
Tier
Name
What
Fee
Timeline
101
Assess
Data room review, document analysis, gap identification, qualification report, regulatory mapping
SaaS/usage fees for the tokenization and portal platform
Recurring
2
Strategic Consulting
Advisory, structuring, regulatory navigation — the 101/201/301 stack
Project
3
Data Science & Implementation
Technical build, smart contracts, integrations, AI analytics
Project + Retainer
4
Trade Platform Fees
Hard cost + 20% markup for trading infrastructure via Bosonic
Pass-through
5
Licensing & Resale
Bosonic and partner technology resale — reseller margin model
Margin
White-Label Model
The entire CaaS stack is designed to be white-labeled. Large institutional capital aggregators, syndicators, family offices, and fund-of-funds can deploy PL's services under their own brand. PL operates as the invisible engine — structuring, compliance, technology, and execution — while the client-facing brand is the partner's. This is how you scale without scaling headcount linearly.
Broker in a Box
Turnkey brokerage stack via Bosonic BD + ECN + ATS
Fund Launch Kit
SPV setup, offering docs, compliance, distribution
RWA Onramp
Asset intake, due diligence, tokenization, ATS listing
Full Vertical Integration — Origination to Settlement
The combined Bosonic + PL stack covers every layer of the tokenized securities lifecycle. No other entity has both the infrastructure AND the licensed services layer under one roof with the ability to execute end-to-end.
1
Client Acquisition & Intake
Lead gen, qualification, data room upload, AI-powered document classification and scope determination
PE/specialty fund design, token distribution, investor reporting, NAV
SEC/CFTC Token Taxonomy — March 2026
On March 17, 2026, the SEC and CFTC jointly published a 68-page interpretive release establishing a five-category token taxonomy. Published in the Federal Register on March 23, 2026. This is the regulatory framework PL aligns every offering against.
SEC Chair Paul Atkins proposed an "investment contract safe harbor" — tokens can escape securities classification once the issuer permanently ceases essential managerial efforts. This creates a clear path from STO launch (regulated) to decentralized utility (unregulated) for certain token models. PL can structure offerings to leverage this pathway.
AI-Enabled Sales Playbook
Simple, scalable, fully AI-enabled. Every step from lead capture to close is automated or AI-assisted. The goal: one person can manage a pipeline that would traditionally require a 10-person BD team.
Sales Funnel
Inbound / Outreach
Awareness
Website, referrals, content, events
Qualification
AI Scoring
AI scans data room, scores fit
101 Assessment
$5K–$15K
Data room review, gap report
201 Structuring
$15K–$40K
Legal framework, SPV, offering
301 Execute
$40K+ retainer
Full implementation + ongoing
White Label / Fund
Recurring
Platform fees, fund ops, resale
CRM Pipeline Stages
1
Prospect
Lead captured — website form, referral, event, outreach. AI enriches from domain + public data.
Auto
2
Scoping
Data room shared. AI crawls, classifies docs, determines scope tier (A/B/C), recommends fee.
AI + Human
3
Proposal
Auto-generated on /proposal?s=[slug]. Sign-and-go. No .docx, no redlines.
Auto
4
Sent → Accepted
Client signs on platform. Notification fires. Mercury invoice within 30 min. MNDA gate enforced.
Auto
5
Active → Delivered → Complete
Work in progress. Weekly updates. Review milestones. Upsell triggers at each gate.
AI + Human
AI Automations
Lead Scoring
AI scores every inbound lead on asset type fit, deal size, regulatory readiness, and timeline urgency. Routes to right team member.
Scrapes client domain, cross-references with data room, builds intelligence profile. Infers what they need vs. what they asked for.
Follow-Up Sequences
Automated but human-approved. MNDA reminders, missing doc requests, progress updates. Professional, not spammy.
Upsell Detection
At each engagement gate (101→201→301), AI identifies expansion opportunities and drafts the next proposal.
Pipeline Intelligence
Real-time pipeline health, velocity metrics, win/loss analysis, forecast accuracy. Board-ready at any time.
Partner Ecosystem — Assemble, Don't Build
PL doesn't build everything in-house. The CaaS model works because we assemble best-in-class partners for each layer and white-label the complete solution. Each partner fills a specific gap in the vertical stack.
Client-facing data rooms, document upload, project tracking, communication hub
Board of Advisors
Strategic governance and domain expertise powering the CaaS engine.
Venture & Capital Markets
Andrea Lamari
Managing Partner, Cuatro Capital. Former Carta, Nasdaq Private Market, Forge Global. Institutional-grade private securities and equity management.
Innovation & Strategy
Troy Vanderburg
Innovation consultant and serial entrepreneur. Translates emerging tech (blockchain, AI, decentralized systems) into viable business models.
Wealth & Private Equity
John J. Hoidas
Investment consultant specializing in wealth management and private equity. Guides HNW clients and institutional investors through alternative asset strategies.
Capital Markets & Fundraising
Skip Stone, CFA
President, Round Table Partners. Deep expertise in valuation, strategic financial advisory, investor relations, and connecting institutional capital with growth-stage ventures.
Sponsorship & Tokenization
Molly Kingston
Founder, Oakley Spirits. Driving force behind THIRST beverage tokenization vertical. Partnerships, sponsor relationships, and consumer brand ventures.
Cognitive Readiness & Adoption
Connie Davis
Cognitive readiness coach focused on digital asset adoption. Combines behavioral psychology with financial literacy for tokenized economy navigation.
ETF & Product Distribution
Rob Kenyon, CETF®
Distribution leader with deep expertise in ETFs, digital assets, and investment product development. Track record launching and scaling financial products.
FinTech & Banking Infrastructure
Ted Drost
FinTech executive with extensive experience in payments, banking technology, and digital transformation. Building and scaling technology platforms for financial institutions.
Distribution Channels
Target partners who already aggregate capital and need tokenization capability:
Capital Aggregators
Family offices, fund-of-funds, wealth platforms that want tokenization under their brand
Syndicators
Real estate, PE, and credit syndicators looking to tokenize their investor base
RIAs / Broker-Dealers
Registered advisors wanting to offer tokenized alternatives to their clients
Asset Originators
Companies with real assets (real estate, IP, resources) seeking capital via tokenization
Go-To-Market: 12-Month Roadmap
From first client to scaled CaaS engine in four phases.
Month 1–3 (Now → June 2026)
Phase 1: Prove the Vertical
Close LiquidAcre as first end-to-end deal. Finalize Bosonic combined pitch. Land 2–3 more 101 assessments. Build the proposal and data room automation. Prove the 101→201 upsell path.
Month 4–6 (July → September 2026)
Phase 2: Scale the Playbook
Hire or contract 2 BD reps. Launch outbound campaigns targeting capital aggregators and syndicators. CRM automations fully operational. Target: 10 active pipeline deals, 3 in 201+ stage.
Month 7–9 (October → December 2026)
Phase 3: White-Label Launch
First white-label partner deployment. Package the CaaS stack for institutional distribution. Launch fund products on Bosonic rails. Target: first white-label revenue + 2 fund launches.
Month 10–12 (January → March 2027)
Phase 4: The Offering House
Multiple asset classes live. 3+ white-label partners. Automated end-to-end from intake to ATS listing. PL is THE offering house — the digital I-Bank on Bosonic's exchange. Revenue run rate: $2M+ ARR.