Securitize (SECZ) Investor presentation summary

Market opportunity and industry trends

• Tokenization of real-world assets (RWAs) is projected to reach a $19T market by 2033, with explosive growth outpacing overall crypto and stablecoins in recent years.

• Regulatory clarity and support in the US and EU are accelerating adoption, with initiatives like the GENIUS Act and Project Crypto.

• Major financial markets, including bonds, equities, and alternative assets, are increasingly ready for tokenization, offering benefits like fractional ownership and instant settlement.

• Leading industry figures and regulators endorse tokenization as the next evolution in capital markets.

Platform, technology, and integrations

• Offers a vertically integrated, end-to-end platform with SEC-registered transfer agent, broker-dealer, ATS, and fund administration.

• Deep integrations with blockchains, custodians, DeFi protocols, and stablecoins enable seamless token issuance, transfer, and settlement.

• Proprietary APIs and compliance protocols automate regulatory checks and support cross-chain bridging.

• Largest investor passport for tokenized securities and industry-leading tokenized securities volume.

Business model, financials, and growth

• Revenue model includes one-time integration fees, recurring maintenance, AUM-based, and transaction-based revenues.

• Achieved 10x topline growth and positive EBITDA, driven by flagship products like BlackRock’s BUIDL and Apollo’s ACRED.

• Forecasts continued rapid growth, with AUM expected to reach $9B and revenue $110M by 2026.

• Long-term opportunity targets expansion from crypto into the $400T+ TradFi market.