PHASE I PROJECT FRAMEWORK
Prepare your dealfor listing.
Phase I prepares your deal for listing with you: terms, documents, costs and timeline, agreed in writing. Usually 2 to 4 weeks from payment and the agreed minimum documents.
- Four modules
- Sponsor, asset, listing outline, framework
- In writing
- Terms, documents, costs and timeline
- Reviewed with you
- Commented before anything goes live
- Reused, not repeated
- Existing accounts and data rooms count
01 / WHAT YOU GET
What investors need.
Prepared before the launch.
02 / WHAT PHASE I COVERS
Four modules.
One fixed fee.
- M1
KYB and KYC.
Identity and ownership checks of the sponsor entities, directors and beneficial owners.
Sponsor - M2
Asset and listing route.
Ownership, cash flows, financing need and the route to listing.
Route memo - M3
Listing outline.
The outline of your listing. The full presentation material is the first step of the launch.
Outline only - M4
Project Framework.
Terms, documents, costs and timeline in one framework, including the operating cost budget and the regulatory role of each provider, reviewed and commented with you.
Reviewed with you
Scroll through the four modules
03 / THE RESULT
A written framework
and your next step.
- GoA proposal for the launch: issuer setup, documentation, tokenization and listing.
- Not yetA clear list of open points. Close them and bring your deal back.
- 01Sponsor
- 02Asset
- 03Terms
- 04Documents
- 05Costs
- 06Timeline
- 07Your next step, with reasons
When your deal is ready, a separate proposal for the launch follows.
04 / FOR WHOM
One project with an amount,
a timeline and a decision maker.
Fits
- A project with an amount, a timeline and a decision maker
Does not fit
- A search for investors without a defined project
- Retail offerings
- Startup financing
05 / PRICING
05 / PRICING
EUR 12,500
Plus VAT ยท reference fee, confirmed in the proposal for your deal
Paid, fixed before work starts, set in the proposal. The reference fee covers M1 to M4. Third-party costs are passed through at cost, without a StegX mark-up. Launch and marketplace fees follow in a separate proposal when your deal is ready.
06 / WHAT PHASE I IS
Built for your decision.
Phase I is a process step for the sponsor, not a review on behalf of investors. It does not create an investment product, does not guarantee a listing, capital or subscriptions, and is not investment advice.
07 / FAQ
Straight answers.
01What do I receive at the end of Phase I?+
A written Project Framework with sponsor, asset, terms, documents, costs and timeline, and your next step with reasons. When your deal is ready, you receive a separate proposal for the launch (Phase II).
02Does Phase I mean my deal will be funded?+
No. Phase I gets the deal ready to be set up and listed. Whether investors subscribe depends on the asset, the economics and the documents, and StegX does not guarantee it.
03What if my deal is not a fit?+
Phase I ends with a go, a not yet or a no-go, each in writing with the reasons, before you spend anything on the launch. After a no-go you keep the framework and no launch is proposed.
04What exactly do the four modules cover?+
M1 KYB and KYC: identity and ownership checks of the sponsor entities, directors and beneficial owners. M2 Asset and listing route: ownership, cash flows, financing need and the route to listing. M3 Listing outline: the outline of the listing; the full presentation material is the first step of Phase II. M4 Project Framework: terms, documents, costs and timeline, including the operating cost budget and the regulatory role of each provider. For Phase II, you also receive the provider packages: scope, costs and gates for each partner.
05Can existing work be reused?+
Yes. Audited accounts, an existing project company and a finished data room are reviewed in Phase I, and the proposal states which parts can be reused.
06What happens after the raise?+
Investor updates and reporting run through the marketplace for the life of the product. What investors receive and when is fixed in the product documentation.
YOUR NEXT STEP