Daniil Kozin Strategy session
Guide · For real-sector operators · Updated May 2026

How to tokenize your business: raise €100K to €30M without bank debt or VC equity.

Real-sector operators have one capital gap that bank debt and venture capital cannot fill cleanly: medium-sized growth raises against assets that produce real cash flow, where the operator wants control preserved and the timeline measured in weeks rather than quarters. Tokenized SPV structures fit there. This is the working guide to how the structure runs, which legal wrapper to pick, what allocators look for, and where it does not work.

4,500 words · 14 min read By Daniil Kozin · Tokenization advisor
01 / The gap

The capital gap tokenization fills.

Three forms of capital dominate the real-sector raise market in Europe. Bank debt is cheapest if the operator qualifies, but banks tighten covenants in any market downturn and require personal guarantees for SME tickets. Venture capital is fast but takes equity at preferential terms and structures itself for 10x returns, which makes a real-sector business a poor portfolio fit unless the operator is willing to optimise for sale rather than for steady operation. Private placement to family offices works for established operators with networks, but the placement itself takes months and depends entirely on who the operator already knows.

Tokenized SPV structures sit in the gap. The operator's asset becomes the SPV's only asset; allocators sign for the SPV; the operator retains operating control; cash distributes quarterly. The structure works for raises from €100K to €30M, in three to five weeks from first call to first wire, with the advisor taking a one-time fee at close rather than a recurring share of cash flow. Six fits this desk has live right now span battery storage, industrial property, and a solar trading SPV across Romania and Austria. The structure is not theoretical: it is what private allocators actually use to enter European real-sector positions in 2026.

This guide walks the structure in detail: what a tokenizable asset looks like, how the four-step process runs, which legal wrapper fits which jurisdiction, what allocators look for during DD, and where the structure does not work.

02 / The asset

What counts as a tokenizable asset.

Five categories of real-sector asset cover most of what comes through the desk. Each has its own structuring template.

1. Real estate

Commercial, industrial, light-residential. The asset must be either freehold owned (or a clean long-leasehold with at least 15 years remaining) and revenue-producing or about to be (a vacant refurbished warehouse with a credible rental thesis counts). One live example sits at /invest/light-industrial-warehouse-austria/: a 3,057 sqm refurbished facility in lower Austria at €2.8M whole-deal, ~7.7% gross yield projected on the listed lease rate.

2. Energy infrastructure

Solar farms, wind installations, biogas plants, battery storage. The asset needs operator commitment (a lease or PPA with a creditworthy off-taker) and clear permitting status. Romanian BESS and the Brașov clean-energy industrial park are the live examples on the desk: 3 MWh battery containers leased to grid operators, and a €12.5M industrial park with anchor tenant + on-site 3.7 MWp solar.

3. Manufacturing and operating equipment

Production lines, packaging machinery, logistics fleet, agricultural equipment. The qualifying criterion is that the equipment produces a measurable cash-flow contribution to the operator's revenue (think a printing line that produces €X per shift, or a fleet of refrigerated trucks under utilisation contracts). Equipment-only structures work best when paired with a fixed-rent operator lease, similar to the BESS structure.

4. Inventory cycles

Working-capital businesses where inventory cycles through wholesale and retail margins on a predictable rhythm. The Worxspace solar panel trading SPV is the canonical example: panels arrive, sit in a Brașov warehouse 45 to 60 days, sell through pre-orders to wholesalers and EPCs. The cycle returns capital plus margin and reinvests into the next batch. Around 22% gross per year base case, up to 42% in upside.

5. Operating businesses with cash-flow visibility

Established SMEs with 2 to 3 years of audited financials, where the operator wants growth capital without diluting to a VC or taking on bank debt. The structure here is closer to a direct equity placement than to an asset-backed lease, with allocators acquiring a minority stake in the operating company. Fee structure and SPV setup are the same.

What does not fit this desk: early-stage tech with no revenue, distressed assets requiring turnaround, businesses without ownership clarity, projects that depend on speculative regulatory approvals, anything that requires the operator to give up day-to-day control.

03 / Process

The four-step process, in detail.

The same shape runs across every asset type, with jurisdiction-specific differences in how each step is executed.

Step 01 · Week 1

Asset enters the wrapper

30-minute strategy session, qualification, and jurisdiction choice. SPV incorporation starts immediately if there is a fit. Wrapper choice determined by asset location, allocator base, tax treaty network, and operator residency.

Step 02 · Week 2

Legal structure assembled

Notarised contracts: asset transfer or asset-ownership confirmation into SPV. Articles of association drafted with allocator-protective clauses (reporting, audit rights, distribution waterfall). VAT structure handled.

Step 03 · Week 3

Tokens issued, outreach begins

Digital ownership certificates minted against the SPV's cap table. The advisor's network is engaged. Initial outreach to qualified allocators with deal sheet and asset memo. NDAs in place before any disclosure.

Step 04 · Weeks 4 to 5

Allocator DD and first wires

Allocators complete due diligence (legal, financial, operational). First commitments signed. Wires received into the SPV. Operations and quarterly distribution begin per the schedule in the SPV articles.

For larger raises (€10M+) or more complex assets, the timeline stretches to 6 to 10 weeks. Additional time goes into more thorough allocator-side DD, more careful documentation, and sometimes a syndicate-style approach where a lead allocator commits first and others follow.

04 / Wrapper

Choosing the legal wrapper.

Four jurisdictions cover roughly 90% of the structuring choices for real-sector tokenization aimed at European allocators. The decision is rarely "best wrapper in absolute terms" and almost always "best wrapper for this asset, this allocator base, and this operator profile."

WrapperBest forSetup costSetup timeNotes
Romanian SRLEnergy assets in Romania, working-capital cycles€500 + €3K/yr5 to 7 daysEU member, low cost, fast. Standard for BESS and solar SPVs on this desk.
Austrian / Liechtenstein SPVReal estate, industrial property, DACH region operators€8K to €15K3 to 4 weeksStrong rule of law. Predictable tax. Notarised at higher cost but cleaner for HNW European allocators.
Maltese SPCCross-border fund-of-funds, PIF (Professional Investor Fund) structures€12K to €25K4 to 6 weeksRegulated jurisdiction. Works for allocator bases that need full regulatory wrapping. Higher ongoing compliance cost.
Singapore SPCCrypto-native structures, Asian allocator baseS$3K to S$8K2 to 3 weeksUseful when the allocator base sits in Asia or when on-chain mechanics need a friendly regulator.

How to choose

Three questions answer it most of the time:

  1. Where is the asset physically located? An asset in Romania goes in a Romanian SRL (or a Romanian sub-entity owned by a foreign SPV). An Austrian property goes in an Austrian or Liechtenstein SPV. Cross-border or multi-jurisdiction assets often justify a Maltese or Cypriot holding above a local subsidiary.
  2. Who are the allocators? EU HNW allocators are most comfortable with EU wrappers. Family offices in GCC or SEA often prefer Cyprus or Singapore. The wrapper choice should make the allocator's KYC and tax filing as routine as possible.
  3. What is the ongoing compliance tolerance? A Romanian SRL has €3K per year of accountant fees. A Maltese SPC under PIF licence has €30K+ per year of compliance overhead. Smaller raises (€100K to €2M) cannot absorb Maltese cost structure; larger raises absorb it easily.

For most operators starting their first tokenized raise, a Romanian SRL or an Austrian SPV is the right answer. Switch up to Malta or Singapore only when ticket size and allocator base specifically require it.

05 / Comparison

Tokenization vs bank debt vs VC equity.

The decision is usually between three financing modes for a medium-sized real-sector raise. None is universally best. The right choice depends on the asset, the operator, and the timeline.

DimensionBank debtVC equityTokenized SPV
Cost of capital3 to 8% per year (EU)10 to 25% target IRR for VCImplied 10 to 22% gross to allocator (depending on asset)
Personal guarantee?Often yes for SMEsNoNo
Operating controlOperator retains; covenants applyBoard seat + protective provisions for VCOperator retains fully
Speed (commitment to wire)2 to 6 months4 to 12 months3 to 5 weeks for €100K-€5M, 6-10 weeks above
DilutionNone (debt)15 to 35% per round, more in down roundsSPV-level dilution only, no claim on other operator entities
Reporting burdenQuarterly covenants, annual auditMonthly board updates, formal reportingQuarterly distribution + monthly operator brief
Exit mechanicRepayment at maturityAcquisition or IPO targetedSPV-level secondary, buyback, or maturity-based wind-down
Best forEstablished cash flow, qualifying credit profileScalable tech, 10x potentialReal-sector, asset-backed, €100K-€30M raises

The pattern: bank debt wins if the operator qualifies, the asset supports amortisation, and the operator is comfortable with personal guarantees. VC wins if the business model is genuinely scalable and the operator is optimising for a sale or IPO. Tokenized SPV wins in the middle ground: real-sector, cash-flow-producing, raise size €100K-€30M, operator wants to keep control, timeline matters.

06 / Fee

How my fee works.

A 3 to 5% one-time fee on the deal, paid by the allocator at deal close. The exact percentage depends on ticket size and deal complexity. Disclosed in writing upfront before any allocator commits.

No carry, no annual asset management charge, no performance fee. The fee is on the deal sheet you sign.

The structure removes the conflict of interest where advisors are paid by the issuer. When the issuer pays the advisor, the advisor has an incentive to bring the deal to allocators regardless of whether it fits. When the allocator pays the advisor, the advisor has an incentive to bring only deals that allocators want, because allocators do not pay for bad introductions.

The 3 to 5% fee covers: deal sourcing, structuring (SPV setup, legal coordination, token issuance), allocator outreach, NDA management, and the introduction itself. After close, ongoing operations are with the operator. The advisor remains available for follow-up coordination between allocator and operator but is not contractually committed to ongoing service.

07 / Allocator DD

What allocators look for.

Five questions cover roughly 80% of allocator due diligence on a real-sector tokenized deal. Knowing what they ask helps the operator prepare materials before the call.

  1. What do I actually own? Allocators want to see the SPV's articles, the asset-transfer document, and the cap table. A clean answer is: a defined percentage of an SPV that owns a specific identified asset, with no claims senior to allocator ownership.
  2. What produces the cash flow? A specific tenant, lease, off-take agreement, or operating contract. Allocators distinguish between cash flow that is contractually committed (a 5-year lease with a creditworthy tenant) and cash flow that is forecasted (a building with a market-rate rental thesis but no tenant signed).
  3. Can I exit? Allocators want clarity on the exit path. Options include scheduled buyback windows, advisor-mediated secondary placement, or a fixed maturity at which the SPV winds down and distributes asset value. "Liquidity through a secondary market" without a defined mechanism is a soft answer; named buyback windows are a hard answer.
  4. What if the operator defaults? Allocators want a clear answer on what happens if the operator stops paying or operating. For asset-backed deals (real estate, equipment, BESS), the answer is straightforward: the SPV still owns the asset, and the asset can be re-leased or sold. For working-capital cycles, the answer involves first-demand release of inventory.
  5. Why is this deal not already taken? Sophisticated allocators look for the reason the opportunity is available. A high-yield Romanian BESS deal is available because the country is small and the market is new; the explanation is structural. A "high-yield" deal in a fully-developed market with no clear explanation is a warning sign.

The five questions are the same questions an experienced operator should be able to answer about their own asset before any call.

08 / Case shapes

Two anonymised case shapes.

Case A: Industrial property in lower Austria

3,057 sqm production and logistics facility on 7,247 sqm freehold, A1 corridor about 60 minutes from Vienna. Built 1989, fully refurbished 2025. 5 t/sqm floor load capacity. Carries Austrian food-grade production permits from a prior tenant. €2.8M whole-deal asking, or a long-term lease of the full facility at €18,000/month net.

Structure used: Austrian SPV holds the property. Allocator buys 100% of SPV shares (whole-deal) or, for fractional entry, the SPV issues tokens against itself enabling co-investor structures down to €500K per allocator slot.

Yield: ~7.7% gross projected once let at the listed lease rate (€18,000/month net, ~€5.90 per sqm). Tenant outreach already underway. Multi-year lease with inflation indexation expected.

Why tokenization fit: The operator (a private owner) wanted to keep optionality on partial vs whole sale. Tokenizing the SPV allowed both: a single allocator could acquire 100%, or several could buy slices. Live memo at /invest/light-industrial-warehouse-austria/.

Case B: Romanian working-capital cycle (solar panel trading SPV)

Romanian SRL trades solar panels in 45 to 60-day cycles. Operator (Worxspace Operations SRL) buys containers of panels at wholesale, holds them in a secured Brașov warehouse, sells through pre-orders to wholesalers and EPCs.

Structure used: Each investor's own dedicated Romanian SRL holds one container's worth of inventory per cycle. Worxspace is the operator under a service agreement. Tier-1 insurance (Allianz / Generali) is in the handling fee. First-demand release means the SRL can pull inventory from the warehouse at any time.

Yield: Around 22.6% gross per year base case, up to 42% in upside scenarios when the pre-order pipeline is full. The April 2026 HIDE container cycle returned 23.45% on a single container.

Why tokenization fit: The €121K entry (€100K product + €21K refundable VAT) is right-sized for individual HNW investors. The Romanian SRL on the investor's name keeps each allocator's exposure cleanly separated and balance-sheet-segregated. Live memo at /invest/solar-panel-trading-spv/.

Both case shapes share the same structural DNA: real asset, legal SPV wrapping the asset, allocator signs for the SPV, operator retains operational control, distributions flow on a defined schedule. The wrapper and the ticket size differ; the structure is the same.

09 / Mistakes

Five common mistakes.

1. Unclear ownership of the underlying asset

If the asset is held through three layers of related-party entities, with partial pledges to existing lenders, or with disputed title, the deal cannot close. Allocators will not buy into an SPV whose underlying asset has unresolved ownership. Resolve all of that before the strategy session, not during it.

2. Pricing the raise wrong

Operators often anchor on what they need rather than what allocators will pay. A raise priced 30% above the asset's defensible NAV will not clear, no matter how compelling the operator narrative. The advisor's job partly is calibrating the price against current allocator appetite. Take that input.

3. Wrong jurisdiction for the wrapper

A Romanian operator setting up a Maltese SPC because "Malta is regulated" creates compliance cost the raise cannot absorb. A real-estate operator in Germany setting up a Singapore SPC creates tax friction the property cannot bear. Match the wrapper to the asset and the allocator base, not to whichever jurisdiction sounds most professional.

4. Overpromising on liquidity

SPV-level secondary liquidity exists but is not instant and not public-market deep. Pitching "fully liquid tokenized real estate" in materials sets allocator expectations the structure cannot meet. Honest liquidity framing: "scheduled buyback windows + advisor-mediated placement on demand" reads better and survives DD.

5. Skipping the allocator's exit question

Operators sometimes assume the structure speaks for itself on exit. Allocators always ask. Have a defined exit mechanic written into the SPV articles before the materials go out: maturity-based wind-down, scheduled buyback, secondary placement window, or some combination.

10 / Process

How to start.

Three steps.

  1. Book the strategy session. cal.com/daniilkozin/strategy-session. 30 minutes, free, conversation rather than pitch.
  2. Bring four items to the call. A brief description of the asset. Two to three years of financial history (or a financial model). Your raise target and intended use of funds. Your timeline. The call ends with a clear yes or no on whether your shape fits this desk.
  3. If we both want to proceed: NDA in place, then immediate work on wrapper, structuring, and allocator outreach. Three to five weeks to first wire for most raises in the €100K-€5M range.

If the shape does not fit, the call still ends with a useful outcome: a clearer picture of what would need to change for the deal to work, or a referral to a more appropriate venue (bank debt, traditional private placement, or specific VC if applicable).

11 / FAQ

Questions operators usually ask.

What is the minimum raise size?

Around €100,000. Below that, setup costs consume too much. The sweet spot is €500K to €15M.

What kinds of assets fit this desk?

Real estate, energy infrastructure, manufacturing equipment, inventory cycles, and operating businesses with 2-3 years of cash-flow visibility. Not a fit for early-stage tech, distressed assets, or businesses without clear ownership.

Do I lose operational control if I tokenize?

No. Operating control stays with existing management. Allocators have economic claims through the SPV but do not run day-to-day operations.

How long does the process take?

Three to five weeks from strategy session to first wire for most raises in the €100K-€5M range. Larger or more complex deals take 6 to 10 weeks.

Which legal wrapper should I use?

Romanian SRL for energy assets in Romania. Austrian or Liechtenstein SPV for property and industrial assets in DACH. Maltese SPC for cross-border fund structures. Singapore SPC for crypto-native or Asia-based allocator structures. The decision depends on asset location, allocator base, and ongoing compliance tolerance.

How does the advisor get paid?

A 3 to 5% one-time fee on the deal, paid by the allocator at close. Not paid by the operator. Disclosed in writing upfront. No carry, no annual asset management charge, no performance fee.

What happens to my tokens after issuance?

Tokens are transferable between qualified holders within the SPV's permissioned holder set. They are not publicly listed. Secondary liquidity exists through scheduled buyback windows or advisor-mediated placement to a new allocator.

How is this different from a traditional private placement?

Traditional private placements require re-papering for any transfer between investors and rely on the placement agent's existing network. Tokenized SPV structures use digital ownership records that transfer between qualified holders within the permissioned set, and the advisor uses a wider allocator network than a single placement agent would.

What if my asset is in a country other than Romania, Austria, or Malta?

The structuring side adapts. Most EU jurisdictions support SPV holding structures that fit this pattern. For assets outside the EU, the wrapper sits in a friendly jurisdiction (Cyprus, Singapore, or others) and a local subsidiary holds the underlying asset. Discussed on the call.

Can I tokenize a single operating business rather than an asset?

Yes, for established businesses with 2-3 years of audited financials. The structure becomes a direct equity placement rather than an asset-backed lease. Fees, SPV setup, and allocator process are the same.

Bring an asset. Get a clear answer in 30 minutes.

Strategy session is the test. If your shape fits this desk we move to structuring. If it does not we point you to where it does.