There is a business foundation and an integration direction.
Have sustainable operations, industrial resources or assets that can be sorted out, and hope to use long-term capital platforms to support enterprise expansion and resource integration.
SELF-OWNED PLATFORM / LONG-TERM CAPITAL
self-capitalization STO
Build your own capital platform, carries the long-term development of the enterprise.
For enterprises with industry resources and sustained-investment capacity, coordinate acquisition of a listed entity, control and governance, an STO system and ongoing operations to develop capital capability aligned with business strategy.
Start control and path evaluationWISERUNION / SELF-OWNED PLATFORM / LONG-TERM CAPITAL Ideas · Institutions · Practice
For Enterprises planning to build their own capital platform
Core Main body control + long-term operation
Starting point Control and path evaluation
01 / Who is it suitable for?
Put long-term goals before construction.
self-capitalization requires matching of industrial foundation, governance capabilities and continuous investment. First determine whether you need your own platform, and then design a path to acquire, build and operate it.
hopes to establish its own capital platform.
Incorporate the acquisition, control and governance arrangements of listed entities into strategic goals, and be willing to systematically study transaction paths and subsequent management responsibilities.
Prepare the team and be ready to continue investing.
Able to organize cooperation between operations, finance and management teams to arrange resources for subject acquisition, professional services, system construction and daily operations respectively.
First confirm the three starting points
- Be able to explain business fundamentals and long-term capital objectives
- Willing to assume the governance and operational responsibilities after the acquisition of the entity
- Have a leading team and phased investment arrangements
If you already have an adapted listing entity, you can learn about it first Listed company STO 。
02 / Platform architecture
Build three-tier capabilities based on its own entities.
First clarify the main body and governance, then design the securities connection, and finally implement the continuous operation into a team and mechanism. Each layer needs to have corresponding rights, responsibilities, resources and work results.
Subject and governance
Evaluate the acquisition of listing entities, shareholder relationships, voting arrangements and management responsibilities, and clarify the control and governance capabilities that the company hopes to establish.
Formation: main path, control arrangement and governance division of labor
STO securities system
Focus on real business and clear rights, design securities structures, economic models and technical processes, and coordinate access to corresponding professional services.
Formation: rights relationships, securities plans and system plans
Long-term Capital Operations
Develop disclosure, investor communication, industry collaboration and technical-maintenance capability, supporting platform development through sustained operations and milestone review.
Formation: Operations team, budget and ongoing work mechanism
"Autonomy" is reflected in clear control objectives and continuous governance capabilities; various rights, professional services and market access still need to be confirmed separately according to specific entities and applicable conditions.
03 / Key decisions
Five questions determine the direction of construction.
Before starting trading and system construction, first put the goals, subjects, controls, securities and operations on the same picture. Every decision corresponds to facts and conditions that need to be confirmed.
- 01
Strategic objectives
Why do we need our own platform?
Clarify the business strategy, capital usage, and industrial integration direction, and compare the degree of adaptation between independent construction and external cooperation.
To Confirm Target and resource matching - 02
Subject screening
What subject is suitable for carrying
Establish a screening framework around the market, operating status, historical records and financial information, and organize professional due diligence.
To Confirm Candidate entities and matters to be verified - 03
Control arrangements
How to obtain and fulfill rights and responsibilities
Evaluate the transaction structure, shareholder relationships, voting and management arrangements, and sort out the delivery conditions and decision-making procedures.
To Confirm Control and governance plan - 04
Securities system
How to connect services and rights
Study the relationship between assets and entities, securities structure and technology access, and clarify the basis of rights and responsibilities of all parties.
To Confirm Structure and access conditions - 05
Continued operations
How does the platform operate in the long term?
Organize capital-operations, disclosure, IR and technical-maintenance teams, with budgets, work cadence and phased evaluation.
To Confirm Team, budget and review plan
Obtaining entities, incorporating assets, establishing securities systems and market access are tasks that require separate confirmation of conditions. The roadmap advances based on actual progress and does not treat any step as automatic completion of the remaining links.
04 / Six-stage delivery
From strategic confirmation to long-term platform construction.
Divide the entity acquisition, governance connection, securities system and sustainable operations into six stages. Each stage describes the scope of work, direction of delivery, and conditions for moving to the next stage.
PHASE 01
Strategy confirmation and subject screening
First confirm the goals and conditions for independent construction.
- Sorting out business strategies, industrial resources and capital targets
- Research on screening criteria and candidate directions for listed entities
- Overall budget framework, risk matters and professional due diligence plan
Delivery direction
Strategic diagnosis, subject screening framework, phased roadmap
After confirming that the resources match the target, enter the main due diligencePHASE 02
Due diligence and control arrangements
Clarify transaction feasibility and governance responsibilities.
- Coordinate due diligence on financial, legal and historical matters
- Evaluate transaction structure, shareholder relations and governance options
- Sort out internal approvals, transaction conditions and delivery lists
Delivery direction
List of due diligence issues, transaction and control plan, and delivery conditions table
Based on professional opinions, approvals and satisfaction of transaction conditionsPHASE 03
Governance connection and asset preparation
Let the subject, business and organization have a clear connection.
- Operation and capital team responsibilities and governance process design
- Sorting out asset ownership, key contracts and proposed scope of inclusion
- Finance, information disclosure and internal management preparation
Delivery direction
Subject and asset relationship diagram, governance division of labor, and preparation list
Confirm authorization, ownership and inclusion conditions, and then advance relevant arrangementsPHASE 04
STO structure and system construction
Implement rights arrangements into business and technical processes.
- Research on securities structure, holding relationship and economic model
- Account, registration, technology and market access collaboration
- System testing, operation manual and management team training
Delivery direction
Securities structure plan, access and test records, operation manual
Check technical acceptance and business access separatelyPHASE 05
Capital operation and market connection
Build an operations team capable of sustained execution.
- Corporate value expression, investor communication and information update
- Industrial cooperation, capital synergy and market connection plan
- Operating budget, job responsibilities and work rhythm arrangement
Delivery direction
Operations plan, communication materials, team responsibilities and indicator list
Start step by step according to the authorization scope and actual access conditionsPHASE 06
Milestone Review & Platform Expansion
Test the long-term construction effectiveness with actual operations.
- Matching review investment, work delivery and business goals
- Track governance operations, cooperation feedback and market conditions
- Study the next phase of business expansion and resource allocation
Delivery direction
Milestone reports, improvement checklists and further development plans
Decide to continue investing, adjust or postpone based on actual results05 / Cooperation and investment
Long-term development requires both responsibility and committed resources.
The enterprise is responsible for strategic decision-making, budgeting and governance implementation; WISERUNION organizes plans and implements coordination; relevant professional entities participate in transactions, securities, finance and taxation, legal affairs and technical work according to their responsibilities.
ADVISORY & DELIVERY
WISERUNION'S WORK
Organize self-capitalization diagnosis, main path and capital structure planning, collaborative governance, securities system and operation construction, and help enterprises clarify the investment, responsibilities and long-term collaboration arrangements of all parties.
Learn about how we workSPECIALIST COLLABORATION
Connection of professional services
The enterprise sets up an authorized lead team to coordinate with the information, internal decision-making and budget implementation; trading, due diligence, legal, financial and taxation and securities services are respectively performed by corresponding professional entities within the agreed scope.
Understand WEB / OM / AST / Wiser AssetInclude the four types of investment in the budget respectively.
01 / Subject transaction funds Calculated based on target, transaction structure and delivery conditions
02 / Consulting and professional services According to due diligence, plan and phased work scope agreement
03 / System and access construction Confirm by technology, account and business preparation matters
04 / Ongoing operating budget Covers team, disclosure, communication and system maintenance
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.
What is the core difference between self-capitalization STO and industrial STO?
self-capitalization focuses on the acquisition and long-term management of self-owned listed entities, and control rights, transaction investment and ongoing management need to be considered at the same time. Industrial STO focuses more on designing capital carrying paths around industrial assets and collaborative relationships. The choice depends on corporate goals and execution conditions.
Does it have to be implemented through the acquisition of listed entities?
The acquisition and control arrangements of listed entities are the key assessment tasks of this plan. The specific transaction or construction path to be adopted needs to be determined based on the candidate entity, company conditions, due diligence and professional opinions. It does not presuppose that every company will apply the same method.
Does obtaining shares mean having control?
During the evaluation, the shareholdings, voting arrangements, board of directors and management authority will be sorted out separately, and the agreement, articles of association and relevant restrictions will be checked. Control arrangements need to be confirmed by professional institutions based on specific transactions, and judgments cannot be made solely based on shareholding ratios or technical system authority.
Does having your own STO system mean you can carry out securities trading services on your own?
The proprietary system on this page refers to the securities structure, system and operational arrangements designed around corporate capital objectives. When it comes to accounts, issuance, transactions and other professional services, the applicable requirements, service entities and access conditions need to be confirmed separately.
How to determine the cost and cycle?
The main transaction funds, professional service fees, system construction and ongoing operating budgets are calculated separately. The cycle is determined by data, due diligence, approval, transaction and system preparation. The initial assessment first gives the stage scope and promotion conditions.
If there is already a listed entity, is this plan still suitable?
If you already have suitable listed entities and governance arrangements, focusing on market connection and capital operations, you can first compare STOs of listed companies; if it involves the acquisition of new entities, control and reorganization, or the construction of a complete platform, further conduct an self-capitalization path evaluation.
Can access to entities, financing or liquidity be guaranteed?
Not guaranteed in advance. The acquisition of the entity depends on the transaction and related conditions, and financing and liquidity are also affected by market participants and operating performance. We differentiate between work delivery and external results and clarify at each stage the conditions for moving forward.
START WITH YOUR CAPITAL STRATEGY
From the long-term goal,
Evaluate your own path to capital.
Introduce the business and industry resources, the control and governance capabilities you hope to obtain, as well as the team and investment preparation. The request has pre-selected "Autonomous Capitalization STO".
- 01 Core business, industrial resources and target market
- 02 Subject acquires intention, control and governance objectives
- 03 Lead team, budget preparation and phase planning
Control rights and path assessment 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
The request is generated in your current browser. Review it, download an attachment or copy it into an email, then send it yourself to info@weitengfei.com。
YOUR INQUIRY / Requirements Summary
Check your needs
Your request has been prepared but not sent. Attach the downloaded file or copy the content into your email, verify it and send it yourself to info@weitengfei.com.
Continue reading · Solution
Implementation options for self-capitalization STO
The self-capitalization STO plan focuses on the company's long-term construction of its own capital platform, and evaluates the subject acquisition, control rights, governance, systems and operational arrangements. It is suitable to discuss the continuous investment capability and construction sequence first.
Reading & Selection Guidance The main planning, product configuration and personnel services are listed separately and promoted in stages.