Tokenizing Fund

Tokenizing an investment fund is a powerful and emerging use case that introduces two fundamental improvements:

• Frictionless onboarding of new investors – streamlined investor entry with lower costs and less legal overhead.

• Transparent fund operations – real-time visibility into fund activity when investing in tokenized assets.

Trevo offers a comprehensive on-chain entity model and supporting technical infrastructure that enables no-code fund tokenization with minimal complexity and cost.

Key Benefits of Tokenizing a Fund on Trevo

• No-Code Tokenization Launch and configure tokenized fund shares via a simple, no-code interface.

• Automated Investor Onboarding Easily onboard investors through customizable KYC flows integrated with the fund’s token.

• Built-in Compliance Enforcement Every transaction with fund shares is automatically checked against KYC, AML, and regulatory rules.

• End-to-End Asset Lifecycle Management Manage dividends, redemptions, capital calls, and reporting directly via Trevo's platform.

• Real-Time Ownership Registry A transparent, immutable ledger of fund shareholding that supports audits, voting, and cap table reconciliation.

• Programmable Governance Embed governance logic (e.g. board approvals, voting rights) directly into fund operations.

• Secure Custody Options Support for self-custody and third-party institutional custody, ensuring flexibility and security for both GPs and LPs.

• Full Interoperability Fund tokens are compatible with Trevo’s APIs, wallets, compliance providers, and external applications.

Trevo turns fund tokenization from a multi-month, developer-heavy project into a seamless workflow — giving GPs the tools to scale investor access, simplify operations, and unlock new liquidity opportunities.