The Vertalo Story — From 2018 to Today
The Vertalo Story — Vertalo

The Vertalo story · March 2018

We tokenized real equity before the market had a word for it.

In March 2018, from a small team in Austin, Vertalo issued one of the first compliant issuances of tokenized real-world equity — inside US securities law rather than around it. The contract that recorded it is still live on Ethereum today.

VEST · the original equity tokenLive on-chain
0x5349f587d5b594bc324265c3449a8cccf671fc67
Verify VEST on Etherscan ↗

How SeriesX became Vertalo

It did not start as a tokenization company, and that is the most important thing about it.

The company began as SeriesX, built around a simple frustration: the records people rely on most are almost never trustworthy. Resumes are self-reported, cap tables live in spreadsheets, and the relationships that matter inside a company are scattered across email threads that no one can find.

We built Census and Stints to certify working relationships on a blockchain — so proof lived somewhere permanent and neutral. We were accepted into Capital Factory, launched the beta, and somewhere in the middle of that work we noticed the thing that changed the company forever.

The registry we built to prove people was the exact infrastructure that securities issuers are legally required to maintain, and almost never have the right tools for.

August 2017

We rejected the SAFT structure and chose the hard way.

Everyone around us was rushing toward the SAFT. We made a deliberate choice: build a genuine Reg D security token instead — treating the token as the security it actually was, with every obligation attached.

It was unglamorous and unfashionable in 2017. It is obvious in 2026.

The offering

Real ownership. Real wallets. Compliant from day one.

VEST represented equity in Vertalo — a real ownership interest ranking alongside the company's existing common equity — offered to accredited investors under Rule 506(c) of Regulation D and to qualified investors abroad under Regulation S.

We worked with serious counsel, built compliance into the issuance, and shipped actual equity to real wallets on a public chain. Vertalo conducted one of the very first compliant onchain issuances of tokenized real-world equity ever completed.

Why Vertalo exists

The market spent money at both ends and skipped the middle.

In 2018 the market rushed capital toward the moment of issuance and the dream of trading — and almost no one was building the connective tissue in between. We had a name for that empty space: the compliance gap.

Issuance
$200M+

Capital in, tokens out, work stopping the moment issuance closed.

The compliance gap
Cap table · IR · KYC/AML · lockups

The decade after issuance — legally required, rarely built for.

Tradeability
$1B+

An arms race for venues, nothing connecting issuance to trading.

IssueMaintain · comply · reportTrade

From one issuance to the infrastructure beneath issuance

Eight years compounding in the direction the market eventually moved.

2016

SeriesX is founded

A bet that the records people depend on most can be made trustworthy and permanent.

2017

Census and Stints; Capital Factory

Working relationships certified on-chain by both parties. The registry insight surfaces.

Aug 2017

The team rejects SAFT

A deliberate choice to build a genuine Reg D security token — the compliant path.

March 2018

Real equity goes on-chain — VEST

One of the first compliant issuances of tokenized real-world equity ever completed. The contract still confirms today.

2018 onward

The registry becomes a product

Pointed at the compliance gap for every other issuer. More than a hundred issuers follow.

2019

SEC registration as a transfer agent

CIK 0001793379. The posture we chose in 2017 becomes a formal credential.

Today

An SEC-registered transfer agent and tokenization platform

The unfashionable posture we chose in 2018 is the one the market moved toward. We were eight years early.

Why we still tell this story

The dates are real, the records are public, the through-line is honest.

We started by trying to make a single kind of record trustworthy. That led us to issue our own equity on-chain when almost no one dared to do it inside the rules. The chain has kept one receipt the whole time, and the regulator holds the other.

On Ethereum
At the SEC
Registered transfer agent · CIK 0001793379