Listing new assets | Trust Developers

A concise presentation on adding and listing new assets to the Trust Developers platform — process, timelines, valuation framework and governance.

Overview & Objective

What we are doing

Trust Developers will list a curated set of new assets to expand portfolio depth and investor choice. The objective is to onboard high-quality assets that improve return diversification, maintain strict compliance, and enhance transparency for participants on the platform.

Primary goals

Listing Process: Step-by-step

1. Sourcing & Preliminary Review

Sourcing begins with partner outreach and internal scouting. A preliminary review screens for legal permissibility, market relevance, and strategic fit. Only assets passing this gate move to diligence.

2. Diligence & Valuation

Diligence covers legal title, counterparty risk, historical performance, and enforceability. Valuation uses standardized models, third-party appraisals where needed, and stress-testing scenarios to ensure conservative pricing before listing.

3. Compliance & Documentation

Contracts, disclosures, and investor-facing documentation are prepared. Regulatory checks and KYC/AML rules are enforced. Transparency notes explain assumptions and any exceptional risks.

4. Technical Integration

Asset metadata, reporting feeds, and custody instructions are integrated into the Trust Developers platform. We test trade flows, settlement, and reporting before enabling public listing.

5. Go-live & Monitoring

Assets go live with staged liquidity limits and continuous monitoring. Early performance is compared against model expectations and the surveillance team reviews any anomalous events.

Stakeholders & Roles

Internal teams

  • Acquisitions: source and negotiate terms.
  • Diligence: legal, operational, and valuation checks.
  • Product & Engineering: integration and user flows.
  • Compliance & Risk: sign-off on listing criteria.

External partners

External valuers, custodians, legal counsel and marketplace partners provide verification, custody, and distribution channels that underpin a secure listing process.

Timeline & Milestones

Typical cadence (example)

  • Week 0–2: sourcing and preliminary screen
  • Week 3–6: diligence, valuation, legal
  • Week 7–8: technical integration & QA
  • Week 9: staged go-live and monitoring
Note

Complex assets may require extended diligence; timelines are adapted case-by-case to protect investors.

Risks & Mitigations

Market & Valuation risk

Conservative valuation, stress tests and provision buffers mitigate sudden market moves. We publish valuation assumptions and sensitivity analyses for investor review.

Operational risk

Redundant custody, clear settlement instructions, and documented operational runbooks reduce human and system risk.

Next steps & Call-to-action

Approve the candidate list, allocate diligence resources, and schedule technical integration windows. Our ask: governance sign-off within two weeks to maintain momentum and capture market windows.

Approve candidate list