Dynamic Holder Set Rebalancer

Automatically enforce investor accreditation, jurisdictional restrictions, and holding limits with on-chain logic. Eliminate manual KYC/AML checks for secondary transfers, reducing compliance costs by up to 70%.

Enable permissioned peer-to-peer trading of tokenized assets. Our rebalancer manages transfer restrictions and holder caps dynamically, creating a compliant secondary market that increases asset attractiveness and valuation.

Replace manual cap table management and investor onboarding with automated, programmable workflows. Handle thousands of investors and complex vesting schedules without proportional increases in administrative staff.

Structure dynamic investment rounds with tiered access, rolling closes, and automated distribution of tokens. Attract institutional capital with programmable governance rights and transparent, auditable ownership records.

Adapt to evolving financial regulations without costly smart contract migrations. Update holder eligibility rules, transfer policies, and fee structures through a secure, multi-signature governance process.

We begin with a collaborative 1-week sprint to define your rebalancer's core logic, gas optimization strategy, and integration points with your existing vaults and oracles. This ensures a solution tailored to your specific tokenomics and performance requirements.

Our engineers write clean, auditable Solidity 0.8+ code using OpenZeppelin libraries. We implement battle-tested patterns for access control, pausability, and upgradeability (via transparent proxies) to ensure long-term security and maintainability.

Every rebalancer undergoes rigorous unit, integration, and fork testing. We simulate mainnet conditions using Foundry/Hardhat, including edge cases for reentrancy, oracle manipulation, and extreme market volatility to guarantee robustness.

We deploy to testnet for final validation, then execute a controlled mainnet launch with real-time monitoring. We provide a custom dashboard for tracking rebalancer health, gas costs, and performance metrics post-launch.

Receive comprehensive technical documentation, including architecture diagrams, admin guides, and integration manuals. We conduct handover sessions with your engineering team to ensure full ownership and operational confidence.