PLATFORM | PORTARA

Platform Top

The Platform

Portara is an institutional grade digital end-to-end investment platform that bridges compliant securities framework with innovative blockchain security and automation to fundamentally enhance every facet of private equity investing and provide unique financial infrastructure with entirely novel yield and risk management capabilities.

Put simply, we offer a better investment experience, make it easier to get verifiable information when you need it, and provide tools that exist nowhere else to manage your investment return and risk exposures custom tailored to the nuances of our flagship real estate fund.

INVESTMENT PLATFORM

Portara drives innovation at the point of market adoption. Our blockchain backbone benefits all investors through multiple technological back of house and structural enhancements, but we have built the user facing investment tokenization to be completely optional. Investors may choose to use our investment portal without any direct blockchain interaction or may tokenize their investment at their discretion and open a completely novel ecosystem with full ownership and control. A few of the benefits to tokenization include:

Increased transparency
Increased liquidity
Increased composability
Instant settlement/finality
Immutable
Fully auditable
Highly automated
Novel economic opportunities
Investment personalization
Efficient transfer of monies cross-border
Increased community engagement
True ownership through self-custody
Detach from fractional banking system

Unlike cryptocurrency, tokenized fund interests fall squarely within established security laws and regulations as a digital representation of ownership. Unlike non-security e-money and utility crypto tokens, tokenized interests are also logged with our administrator and regulators and can be recovered if lost.

Our investor portal represents a paradigm shift in many of the cumbersome and antiquated practices in the real estate and alternative investment space, providing for better communication and a better relationship amongst fund management and investors. Not only do we offer a better investment experience, we are able to reduce and/or eliminate many costs, timing delays, information restriction, manual and error prone processes that translate into a more secure, accurate and cost efficient structure with a high degree of scalability.

Maybe most exciting, our innovative platform also introduces entirely new ways to interact, access liquidity, earn additional income, and properly manage risk.

Fully digital end-to-end interface
Streamlined onboarding, compliance, KYC/AML verification
Single source of truth for all investment information
Real time updates, investment management
Highly automated processes
Automated cap table and distribution management
Unparalleled investment personalization
Investor optionality and customized preferences

Our underlying investment is optimized for legal, tax, and operations to abstract away many of the complexities of international real estate investing into a streamlined experience that brings out the full investment potential.

Our fund is a fully SEC compliant private Reg D offering in the US and a fully compliant alternative investment fund with the Commission de Surveillance du Secteur Financier (CSSF) in Luxembourg, allowing us to accept investors from around the globe with the regulatory compliance and security of the very top blue-chip jurisdictions.

Our evergreen structure takes advantage of characteristics typically not available in real estate investments including the ability to compound returns over time as well as affording investors structured liquidity options. Management and investor alignment is also improved with a focus on long term success not bound by legal maturities in closed ended funds.

Our investors are investing directly into real estate with all the benefits of real estate ownership including favorable tax and depreciation benefits as well as rental income and asset appreciation.

The decentralized portion of the platform will be decoupled from the investment fund and managed through a Swiss association.

Our team of professionals and third party service providers include globally recognized top legal, tax, administration, and audit firms all working together to ensure a best in class institutional grade investment offering.

Our platform integrates permissioned security tokenization with innovative decentralized finance (Defi) capabilities that introduce completely new opportunities for investors and community members.

Multichain interoperability on multiple EVM networks
Compose your real estate investment value into utility tokens to use anywhere in Defi
Borrow against your investment, no maturity date, repay any time
Stack yield profiles to increase return and diversify risk with fully algorithmic investment strategies
Participate as a lender and receive interest
Provide liquidity for the Portara ecosystem tokens on exchanges and receive fees
Adjust supplied collateral to hedge investment exposure

As we progress down our technology roadmap and our ecosystem and community continue to expand, additional features, ways to participate and investment opportunities will be added.

Platform Architecure

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The Inevitability of Tokenization

We strongly believe the future of finance is tokenized on public blockchains but within a regulatory compliant framework. Research reports from top institutions including Citi and Bain estimate that somewhere between $4-30 trillion of real world assets will be tokenized in the coming decade. The largest financial institutions and investment firms in the world including Goldman Sachs, Blackrock, JPMorgan, Apollo and many more are already tokenizing investments to the tune of billions of dollars, the London Stock Exchange is building a blockchain based exchange, and there is a growing consensus that all private investments will eventually be tokenized due to the massive benefits tokenization offers and/or will offer as new and exciting platforms such as Portara are developed to unlock that potential.

With a +$300 trillion global investment landscape, there will be opportunities for numerous unique ecosystems to thrive and work together as a more connected global investment community. Real estate and private equity are especially well suited for tokenization as they are historically opaque, illiquid and largely still run on manual processes.

Nothing Like Us Exists Today...

Tokenization promises, amongst other things, the allure of enhanced liquidity for traditionally illiquid investments. Entrenched financial institutions adopting blockchain technology are predominantly focused on creating security exchanges and are yet to leverage and incorporate major innovations that came about over the past few years in decentralized finance. Other tokenization issuance platforms are emerging, but the more generalized the platform the more watered down the functionality, and use cases for security tokens are still sparse.

Portara is a highly customized ecosystem that creates solutions for very nuanced and specific issues felt by the private investment industry and directly impactful to our real estate fund. Driving innovation with in-house development means focusing resources only on advancements relevant to us and our investors with maximum ROI and functionality throughput. No middlemen or third party platform risk.

We have built bespoke components that cater to the exact demands of our flagship fund including:

An automated cap table management system capable of tracking and distributing based on a personalized preferred return hurdles and series of individual investor preferences in an open-ended format
Items such as airdropped coupons to book our properties directly based on predetermined criteria

Tokenization is merely the first step to building robust new financial infrastructure

Integrating decades of knowledge in finance and real estate with an innovative decentralized tokenomic network through trustless and automated smart contracts, our platform unlocks new uses and value for security token holders.

ROAD

MAP

Phase I

Solidify legal and jurisdictional structure
- Finalize investment and corporation documents
- Select third party service providers

Build security and distribution token contracts
- Develop tokenization issuance engine
  - Build securities compliant investor portal and cap table management infrastructure
  - Build unique individualized automated distribution waterfall mechanics
  - Complete onramp/offramp and KYC/AML integrations
  - Launch website and tokenization platform
  - Kick off founder’s round real estate equity investment

Phase II

- Complete investor P2P token trading functionality
  - Build and launch mobile app
  - Upgrade security token on chain

- Build platform utility token
- Develop & launch defi composability platform
- Develop initial defi integrations and revenue opportunities
- Develop AI trading hedging engine
- Unveil initial trading algorithms

- Real estate integrations token utilization
- Develop & launch web3 integrated booking engine for villas
- Build fractional ownership functionality
- Unveil reward/membership tokens
- Onboard additional token purchase options

Phase III

- Develop on-chain structured finance platform
- Launch fully integrated finance and equity infrastructure
- Grow curated family of equity and debt offerings
- Bring on additional defi yield strategy agorthims
- Build digital native capital market investment banking services division
- Transition defli platform to DAO
- Develop governance token

Roadmap