Securitize Pitch Deck Breakdown: All 12 Slides

Introduction and High-Level Vision

Slide 1: Title Slide

The deck opens with a clean, professional title slide featuring the Securitize logo and the tagline: "Re-inventing private capital markets." It is dated January 2021 and includes the company website. The aesthetic is corporate and understated, signaling a focus on institutional finance rather than retail crypto hype.

Slide 2: Mission Statement

Slide 2 expands on the title, stating: "We deliver trusted, end-to-end, global digital securities solutions leveraging our leading blockchain technology." It breaks the business down into three core pillars: Capital formation, Issuance & asset servicing, and Secondary trading. This slide establishes the company as a full-stack infrastructure provider for the entire lifecycle of a security.

The Market Opportunity and Problem

Slide 3: The Liquidity Gap

This is a critical data slide titled "Private capital markets need a digital transformation." It highlights three main pain points: Poor Capital Formation (only 300K accredited investors participated out of 16M eligible), Inefficient and Expensive ($54B in annual clearing costs and $163B in bank sales costs), and Massively Illiquid . The most striking visual is the comparison between primary capital raised and trading volume. Private markets show $2.9T raised but only $0.1T in trading volume, whereas public markets show $1.4T raised but $33.0T in trading volume. This 330x liquidity difference is the core of the Securitize value proposition.

Slide 4: Macro Trends in Private Markets

Slide 4 argues that the market is moving in Securitize's direction. It shows a bar chart of the alternative assets industry growing toward a $14tn projection by 2023 . Conversely, it notes that the number of U.S. publicly traded companies shrunk by 50% between 1996 and 2016. A footnote compares Amazon going public at a $300M valuation in 1987 (3 years old) to Airbnb going public at $86B in 2020 (16 years old), illustrating that value creation is staying private longer.

The Solution and Technology

Slide 5: Execution Timeline and Milestones

This slide serves as a combined traction and credibility builder. It lists several "firsts," including being the first dedicated fully digital securities issuance platform (revenue generating since Q1 '18) and the first company to register with the US SEC as a digital, decentralized transfer agent. It also mentions the acquisition of BUIDL in Japan and Velocity Markets, which provided the vertically integrated transfer agent and BD/ATS capabilities. The slide notes they reached 150 customers by the time of this deck.

Slide 6: The Blockchain Advantage

Securitize explains why blockchain is the right tool for the job. It compares traditional methods to blockchain across three categories: Record of Ownership (Siloed vs. Cryptographically secure), Compliance (Manual vs. Programmatic), and Trading/Settlement (Long periods vs. Instant settlement). To add weight, the slide includes quotes from Robert Greifeld (Former CEO of Nasdaq) and Jay Clayton (SEC Chairman) , both of whom suggest that tokenization of all stocks is a likely future.

Slide 7: The Digitization Analogy

This slide uses a horizontal timeline to compare the evolution of Music, Public Securities, and Private Securities. It moves from Paper Certificates to Book entry (eShares/Carta) and finally to Blockchain-based security tokens . The goal is to make the shift to blockchain feel like an inevitable technological progression rather than a speculative experiment.

Slide 8: Private vs. Public Value Creation

This slide features a bar chart showing the ratio of private vs. public value creation for major tech companies like Apple, Microsoft, Google, and Facebook. For newer companies like Facebook and Twitter, the dark blue bars (private value creation) are significantly taller than the light blue bars (public value creation), reinforcing the idea that investors need access to private markets to capture significant returns.

Team and Institutional Support

Slide 9: Management Team

The team slide is exceptionally strong for a Series B company. Carlos Domingo (CEO) is highlighted for his 25+ years of experience and his role as former CEO of Telefonica R&D. The slide lists other executives with backgrounds from Computershare, Morgan Stanley, the SEC, and AT&T. A logo cloud at the bottom includes Stanford, Accenture, Google, and Fidelity, emphasizing the pedigree of the staff.

Slide 10: Investor Base

Securitize categorizes its investors into two groups: VC/Blockchain Investors (Blockchain Capital, Coinbase Ventures, Ripple) and Financial Service Investors (Morgan Stanley, Nomura, MUFG, Sony Financial Ventures). This dual support from both the crypto world and the traditional financial world is a powerful signal of the company's role as a bridge between the two. It notes total capital raised over $60M.

Slide 11: Board of Directors

The final content slide showcases the Board of Directors, which includes the CEO and President alongside Brad Stephens (Blockchain Capital) , Pedro Teixeira (Morgan Stanley) , and Tal Elyashiv (SPiCE VC) . Having a Managing Director from Morgan Stanley on the board provides a level of institutional validation that few startups can match.

Analysis of the Deck

What Works

Institutional Framing: The deck avoids the typical "disruptive" language of crypto and instead uses the language of capital markets: "liquidity," "compliance," "transfer agents," and "settlement risk." This is perfectly calibrated for a Series B round targeting institutional investors.

Regulatory Moat: By emphasizing their SEC registration and their status as a registered transfer agent, Securitize addresses the biggest concern in the space: regulatory risk. They don't just say they are compliant; they show the milestones that prove it.

The "Why Now" Slide: Slide 4 and Slide 8 do an excellent job of explaining the macro shift. If value creation is moving to private markets, but private markets are broken and illiquid, then an infrastructure solution is a mathematical necessity.

What Is Missing

Unit Economics: There is no mention of how Securitize actually makes money on a per-transaction or per-customer basis. While they mention being revenue-generating since 2018, the specific revenue model (SaaS fees vs. transaction fees) is not detailed.

Financial Projections: For a Series B deck, the absence of a forward-looking financial slide is notable. There are no projections for revenue growth, customer acquisition costs, or path to profitability.

The "Ask": The deck does not explicitly state how much money they are raising in this specific round or how they plan to spend it. While the catalogue facts state $48M was raised, the deck itself is a general overview rather than a specific pitch for a set dollar amount.

What Founders Should Copy

The Use of Authority Quotes: If you are in a highly regulated or skeptical industry, use quotes from established industry leaders (like the SEC Chairman) to validate your market. It shifts the burden of proof from the founder to the industry experts.

The Evolution Graphic: Slide 7 (the music/securities analogy) is a brilliant way to explain a complex technological shift. Comparing a new, scary concept (blockchain tokens) to a familiar, successful shift (MP3s and streaming) reduces the cognitive load for the investor.

Strategic Investor Categorization: If you have a mix of investors, categorize them to show breadth. Securitize showing both "Crypto" and "Traditional Finance" investors proves they have successfully navigated both ecosystems.