Confidential·Prepared for prospective partners·Professional Investors only
For wealth partners

How EVIDENT works.

A detailed look at the market we operate, the infrastructure beneath it, how we structure and settle transactions, and how we work with partners. Prepared for prospective partners and their advisers, as the next level of detail beyond our public site.

At a glance

A regulated, full-stack market for private assets.

EVIDENT originates, structures, distributes, and administers private market investments through a single regulated venue. We are a licensed operator, not a technology vendor.

Mandate

Private markets, end to end.

Origination, structuring, distribution, and lifecycle management of private equity, private credit, infrastructure, and specialty assets.

Operating model

Regulated. Agency-first. Aligned.

We act on an agency basis under our Hong Kong SFC Type 1 licence, and co-invest in the deals we bring to market. Partners and clients sit alongside the platform.

Differentiator

Liquidity, designed in.

A digital OTC secondary market for private positions, supported by an in-house warehouse fund providing active liquidity — the part most platforms leave unsolved.

Verticals we serve
Private equity
Pre-IPOSecondaries
InfrastructurePrivate creditSpecialty assets

Most of our transaction volume today is in private equity — led by pre-IPO and late-stage secondaries, which makes it our largest vertical by some margin. Infrastructure, private credit, and specialty assets are live on the platform and growing.

The business

Three pillars, one platform.

EVIDENT is built on three integrated pillars that together solve access and liquidity across the private markets lifecycle.

01 · Infrastructure

Digital Market Infrastructure

A full administration stack — fund administration, accounting, reporting, and transfer agency — in one automated infrastructure, with assets structured as digital securities.

  • Operational cost lower by more than 50%
  • Instant, T+0 settlement in small units
02 · Marketplace

Global Deal Marketplace

A curated flow of primary and secondary deals for wealth managers and their clients, with no upfront cost or commitment to participate.

  • Access to top-tier deals, fully licensed
  • A single, trusted venue for primary and secondary
03 · Liquidity

Liquidity Services

A digital OTC secondary market backed by an in-house warehouse fund as an active liquidity provider, so positions can change hands when holders need them to.

  • On-demand liquidity for investors
  • Market-making and collateralised lending launching 2026
Under the hood

The infrastructure, end to end.

For a partner, three things matter most: we originate the deal flow, we administer the asset and the client, and we distribute to investors. Everything below sits in service of those three.

Origination

Sourcing private opportunities through a proprietary network and an AI-supported request-for-quote system, then curating hard — we act on a small fraction of the flow we see.

Administration

Holding, accounting, reporting, and servicing the asset and the client across the full lifecycle — fund administration, custody, and transfer agency in one regulated stack.

Distribution

Placing each opportunity with professional investors, with primary subscription and a secondary market for liquidity, on the platform and through partners.

Mechanically, every deal moves through the same five stages, from sourcing to market access. Each stage is digital and automated where it can be. Two layers run underneath all of them — AI agents as a system of orchestration, and blockchain as a single system of record. This is what a partner is plugging into.

Origination of deal flow
01
Sourcing
Curation
Deal RFQ System
AI-supported sourcing, broad reach
EVIDENT Deal Hub
Market board, triage, IC firming
We act on <1% of flow
02
Listing
Digitalisation
Legal structuring
Standardised documents, end to end
Product Factory
Deal structured as a digital security
Deal page
Profile, data room, FAQ, updates
Administration of asset & client services
03
Administration
Automated processes
Fund administration
NAV, accounting, reporting
Custody & accounts
Safekeeping, cash, settlement
Transfer agency
Onboarding, subscriptions, distributions
04
Transactions
Instant settlement
Primary market
IOI, commitment, capital call, allotment
Secondary market
Digital OTC, offers to buy & sell
Atomic settlement
T+0 delivery versus payment
Distribution to investors
05
Market access
Primary & secondary
Platform portal
Book directly online
System & API
Transact via integration
On-chain custody
Hold assets directly
AI agents — one system of orchestration
Active at every stage — sourcing, listing, administration, transactions, market access
Blockchain — one system of record
Standardised, immutable, a single source of truth across every stage
Continuous deal flow
Fully digital structures
End-to-end administration
Instant settlement
Primary & secondary access
Curation at sourcing — we act on a small fraction of flow
AI agents orchestrate every stage, end to end
One ledger records every stage end to end
How we structure deals

The right structure for each transaction.

EVIDENT structures each opportunity in whichever way best fits the asset and the partner. Three models cover almost every case.

Model A

Conventional SPV

A special-purpose vehicle holds the underlying asset, with investors participating through the vehicle. A familiar, well-understood structure where it is the right fit.

Model B · Our core model

Licensed nominee model

A licensed nominee holds legal title on behalf of investors, who remain the beneficial owners with full economic and governance rights. No additional corporate layer, statutory client-asset protection, and efficient secondary transfer. It is the same model that underpins public-market custody, it is regulated under Hong Kong law, and it is how the large majority of our 40+ live assets are held.

Model C

Natively digital asset

Where an asset is issued digitally from the outset, it lives on the platform as a digital security directly, without a wrapping vehicle.

Because the nominee model is how most positions on the platform are held, it is the one a partner’s legal advisers will want to understand in full. We have set it out completely — parties and roles, the three layers of investor protection, the limits on the nominee, and how it compares to an SPV — in a dedicated briefing. Read the licensed nominee model briefing →
Liquidity

The hard part, solved first.

A liquidity mechanism is not liquidity. A private position only becomes tradable when there is a counterparty ready to take the other side, and a way to settle the trade with certainty. Here is what happens when an investor wants out — and what makes each step work.

How a secondary exit works

1

Offer posted

A verified investor posts a sell offer on a position, in whole or in part.

2

Bid found

Another investor lifts the offer, or the warehouse fund steps in as principal at a structured discount.

3

Real-time settlement

Cash and position settle at the same moment, T+0. Ownership records update instantly.

4

Recycle

Where EVIDENT acted as principal, the position is redistributed into the market shortly after.

What makes it work

Venue

Digital OTC market

A regulated over-the-counter market where verified professional investors post and lift offers on private positions. It operates within the SFC’s defined OTC perimeter — not an exchange, not an automated trading service.

Liquidity

Warehouse fund

Where there is no immediate market bid, EVIDENT’s in-house warehouse fund steps in as principal at a structured discount, then recycles the position back into the market when demand returns.

Settlement

Real-time T+0

Cash and position transfer at the same moment, on a delivery-versus-payment basis — settled in real time, T+0. If either leg fails, the trade reverts. Principal risk is eliminated at the transaction level.

The practical effect for a partner is a defined liquidity horizon — typically two to three years on a position — rather than telling a client capital is locked for a decade.

In practice · Confidential

How it works, on real transactions.

Two of our 40+ transactions show the whole machine in motion — how we sourced the deal, how we structured it, how we distributed it to investors, how onboarding and administration ran, and how we provided liquidity along the way. Each opens in full.

Working with us

Two operating models, built around how you serve clients.

EVIDENT adapts to a partner’s operating model. Most engagements take one of two forms, each with a clean regulatory and commercial framework.

Model A

Brokerage

The partner introduces the underlying client; EVIDENT onboards and transacts with that client directly under its SFC framework. The partner preserves the relationship; EVIDENT carries the regulatory and operational lift.

Best fit: wealth managers, brokers, and advisers whose clients are willing to be direct holders on the platform.

Model B

Nominee

The partner uses its own pooling structure — a fund, VCC, or trust — and EVIDENT transacts only with that structure, never with the underlying client. The partner retains full exclusivity over the end-client relationship.

Best fit: multi-family offices, banks, and licensed managers with existing client-facing infrastructure.

Commercial model. Transparent fee-sharing on transaction economics. No platform access fees. No minimum commitments. Terms are papered through EVIDENT’s standard licensed-introducer or nominee framework. Neither model requires a partner to commit capital, build infrastructure, or take on regulatory liability outside their existing licence.
Track record

Proven, and scaling.

$300M+
in mandated deals on the platform
50+
assets live, across private equity, infrastructure, credit, and specialty assets
35+
tokenized assets registered with the SFC

EVIDENT is built and run by a team drawn from BCG, Credit Suisse, BlackRock, BNY Mellon, UBS, and global asset managers, combining capital-markets depth with first-principles engineering. Meet the team →

Next steps

How we move forward.

Three steps from this briefing to a first transaction. None commits the firm — each is designed to build mutual understanding before any capital moves.

Questions before then? Our partner FAQs answer what wealth managers most often ask — who holds the client relationship, what the client owns, how assets are protected, and what happens if something goes wrong.

Let's take the next step.

We are glad to walk through any part of this in detail, and to share the full diligence materials under NDA.

Speak with our team