Use the listing platform for long-term development.
Already have a listed entity and hope to evaluate the business strategy, capital structure and next-stage capital requirements in the same plan.
LISTED COMPANY STO / CAPITAL CAPABILITY
Listed company STO
After listing, Let capital capabilities continue to grow.
Based on the existing listed entities, we will coordinate the capital structure, digital securities access and communication with investors, and design an executable capital operation path for the next stage of the company's development.
Start capital efficiency diagnosisWISERUNION / LISTED COMPANY STO / CAPITAL CAPABILITY Ideas · Institutions · Practice
For Enterprises with listed entities
Core Capital operation + market connection
Starting point Capital efficiency and current situation diagnosis
01 / Who is it suitable for?
Based on the existing foundation, look for space for the next stage.
Focusing on listed companies and their management teams, first determine the capital capabilities that they hope to improve, and then evaluate the synergy space between digital securities and continued operations.
Let capital arrangements be connected with governance.
Hope to clarify the impact of digital securities solutions on authorization, information disclosure and existing shareholder relationships, and establish an executable decision-making and collaboration mechanism.
Let corporate value be continuously understood.
hopes to improve investor communication, market connection and operational review, and build long-term capital relationships around real operations and public information.
First confirm the three starting points
- There are already listed entities and accessible public information
- Be able to explain the capital structure, business objectives and main issues
- Has an authorized lead team to coordinate governance and professional work
For a single early-stage or growth project, you can learn more about it first Project STO 。
02 / Dual engine collaboration
Capital operation is connected with the market and designed synchronously.
Based on going concern, capital targets, securities connections and investor communications are evaluated together. Both ends cooperate with each other to jointly serve the development of the enterprise.
Capital operation
Sort out the capital structure and funding needs, evaluate the synergy space of financing, industrial cooperation and related arrangements, and connect capital plans with business strategies.
Formation: capital objectives, structural direction and decision-making matters
Market connection
Evaluate the conditions required for digital securities access, investor communication and liquidity construction, and clarify the working methods of participants, information updates and continuous operations.
Formation: access plan, communication mechanism and operational arrangements
Common basis: Authentic operations · Clear rights · Governance authorization · Continuous information disclosure. The scope of application of the specific plan is confirmed during diagnosis and professional review.
03 / Core path
Understand the current situation first, and then connect to new capabilities.
Let diagnosis, structure, technology and operations continue to advance. Each step is based on the actual conditions of the existing listed entities, and the information, authorization and collaboration required for the next step are clarified.
- 01
Current situation diagnosis
First look at the existing capital platform
Sort out the listed market, capital structure, public disclosure and transaction status, and clarify business objectives and implementation constraints.
Confirmation at this stage Current status baseline and priority issues - 02
Structural Assessment
Define digital securities connection
Study the proposed carrying rights, holding and registration arrangements, and clarify the relationship with existing stocks and the prerequisites for implementation.
Confirmation at this stage Structural plan and review matters - 03
Access preparation
Connecting systems and business processes
Collaborate with accounts, technology, market access and data preparation to check business conditions and system status item by item.
Confirmation at this stage Access conditions and test records - 04
Communication operations
Expressed by business support value
Organize disclosure collaboration, investor communication and market connection, and establish the division of information and responsibilities among all participants.
Confirmation at this stage Operation plan and information caliber - 05
Continue to review
Measure actual work effectiveness
Review the implementation progress, communication effects and market data against the initial goals, and adjust the subsequent capital work plan.
Confirmation at this stage Milestone Reports & Improvement Arrangements
The securities connection plan should describe the underlying rights, holders, registration methods and transfer conditions; technology access and market access should be confirmed separately to avoid treating the system launch as all work is completed.
04 / Four-phase delivery
From capital diagnosis to daily operations.
Each of the four phases will form results that can be discussed and verified. Connect the plan, preparation, launch and review to form a working mechanism for continuous advancement.
PHASE 01
Diagnosis and solution design
What is the next step for existing platforms? What should be prioritized?
- Overview of listed entities, capital structure and business strategies
- Evaluation of transaction status, investor structure and communication mechanism
- Capital targets, implementation scope and professional review coordination
Delivery direction
Capital efficiency diagnosis, draft structural plan, stage roadmap
Confirm the goals and boundaries first, and then decide whether to enter implementationPHASE 02
Rights structure and access preparation
How to implement the plan into clear rights and processes?
- Research on underlying rights, holding relationships and securities connection methods
- Internal authorization, disclosure and professional document preparation collaboration
- Account, registration and technical system access test
Delivery direction
Rights diagram, access plan, preparation and acceptance checklist
Confirm professional opinions and access conditions item by item by subject and regionPHASE 03
Market connection and operation start-up
How to organize ongoing investor communication?
- Corporate value statement and investor communication materials
- Market connection and liquidity construction work arrangements
- Operational division of labor between management, IR and professional services organizations
Delivery direction
Communication materials, operational execution plan, responsibilities and data list
Start work with confirmed business conditions and scope of authorityPHASE 04
Capital synergy and continuous optimization
How to make daily operations serve long-term strategy?
- Track implementation progress, information updates and communication feedback
- Collaborate with subsequent industrial resources and capital cooperation needs
- Regularly review the matching of investment, delivery and business goals
Delivery direction
Milestone operations reports, improvements and the next-stage plan
Evaluate work delivery, market feedback and external impact respectively05 / Cooperation arrangements
Multi-party progress requires a clear division of labor.
Listed companies, management, IR teams and professional service agencies collaborate around a unified plan. Put the responsibilities of internal decision-making, information disclosure, system access and continuous communication into the hands of people.
ADVISORY & DELIVERY
WISERUNION'S WORK
Organize capital efficiency diagnosis, program planning and implementation collaboration to help enterprises incorporate business strategy, capital arrangements, market connections and stakeholder relationships into the same work plan.
Learn about how we workSPECIALIST COLLABORATION
Connection of professional services
The enterprise's leading team is responsible for public information, internal authorization and operating information; securities, legal affairs, finance and taxation and technical work are completed by corresponding professional entities according to the agreed scope, and the IR team collaborates and continuously communicates.
Understand WEB / OM / AST / Wiser AssetLook at the costs separately and make the scope clear.
01 / Plan and implementation services According to work scope, stage and delivery agreement
02 / Third-party professional fees Confirm by actual subject and service items
03 / Securities and trading funds If the plan is involved, separately list the purpose and conditions
BEFORE WE BEGIN
Before starting,
Make the key issues clear.
A valuable assessment that both sees the opportunity and identifies what is needed to realize it.
Do I need to relist?
This plan starts from the existing listed entities and focuses on evaluating the extension of capital capabilities and market connections. Whether it involves new securities arrangements or structural adjustments needs to be clarified after diagnosis and professional review.
What is the relationship between STO and original stocks?
The underlying rights, issuing or holding entities, registration methods and transfer conditions should be described in the specific plan. Technical mapping or certificates by themselves should not be regarded as proof of equity, voting rights or free trading qualifications.
Will existing shareholder equity and governance structures change?
Review existing governance and shareholder arrangements before assessing the impact of proposed solutions. Matters involving changes in authorization, equity or capital structure shall be handled in accordance with applicable procedures and professional advice; no pre-commitment is made that all arrangements will remain unchanged.
Does it only apply to a certain listed market?
The initial diagnosis will record the listing place, trading market, securities code and main structure, and then the relevant professional institutions will determine the feasible scope. Conditions for different markets and participants should be confirmed separately.
Can stock price, financing or liquidity improvements be guaranteed?
Not guaranteed. We separate deliverable diagnostic, structural, access and operational work from market outcomes. Actual transactions, valuations and financing results are affected by factors such as operations, market environment and participants.
What information is needed for the initial diagnosis?
You can first provide the listing place, securities code, public disclosure link, company business overview and main objectives. Public information can be used for the initial communication, and the scope of subsequent information and confidentiality arrangements will be confirmed separately.
START WITH YOUR LISTED COMPANY
From the existing listing platform,
Look at the next capital target.
Introduce the listing place, securities code, business overview and main objectives. The demand form has pre-selected "Listed Company STO" and can be sorted out using public information first.
- 01 Listing place, trading market and securities code
- 02 Business overview, public disclosure links and capital status
- 03 This round’s goals, leading team and expected support
Capital efficiency diagnosis demand sheet · Process experience
can be filled in, checked and downloaded; the submission system has not yet been connected and the data will not be sent to WISERUNION. Formal assessment requires additional confirmation of service scope.
- 1 Fill in
- 2 Check
- 3 Download and save
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YOUR INQUIRY / Requirements Summary
Check your needs
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Continue reading · Solution
Implementation options for STO of listed companies
The STO plan of listed companies is based on the existing listed entities and governance framework, combining securities connection, investor communication and capital operation work. Access judgment precedes specific platform and service arrangements.
Reading & Selection Guidance First check the listed entities, assets and securities, governance arrangements and continued operating conditions.