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FOR INVESTORS · 2026

Back the Category Rail for Tokenized Portfolios

Alvara created ERC-7621, the only ratified Ethereum standard for basket tokens. This is an early equity position in the infrastructure layer of a category that is arriving — not speculative, not pre-product. Live standard, live revenue, live on-chain proof.

ERC-7621
Ratified Standard
$515K+
Protocol Revenue
100+
BSKTs On-Chain
Live
Fee Model

Why This Is Investable Now

STRUCTURAL POSITION
Category Standard, Not Just an App

ERC-7621 is ratified, not proposed. If basket tokens become a category, Alvara owns the reference layer every integration builds against. Standards can outlast and outscale individual products.

SHIPPED INFRASTRUCTURE
Product Is Live, Not Conceptual

BSKT Lab is operating on mainnet with audited, non-custodial contracts on Ethereum and Base. 1inch DEX routing is integrated. 100+ baskets have been deployed by real users.

TRANSACTION-DRIVEN
Revenue Tied Directly to Usage

$515K+ in protocol revenue, generated by a fee model that fires on every basket deployment, contribution, and withdrawal. Per-event revenue, verifiable on-chain. Not AUM-dependent narrative.

TIMING
Early Enough That Leadership Is Cheap

JPMorgan, BlackRock, and WisdomTree are legitimizing tokenized portfolios. Institutional validation is arriving. No competing ratified basket standard exists. The infrastructure standard is not decided yet — it is being decided now.

The Market Opportunity

ETF & INDEX
$25–30T

Global ETF assets projected by 2030. Passive/index strategies overall forecast to exceed ~$70T AUM.

TOKENIZED RWAS
$16T+

Tokenized RWAs forecast to reach $16T+ by 2030 (BCG & ADDX). Currently <$25B — the early innings of a massive migration.

DEFI POSITION
$5–7M+

Estimated annualised protocol revenue at just 1% of current DeFi TVL flowing through ERC-7621 baskets.

The Equity Round

THE OFFER
$1M Round · $6M Post-Money Valuation
Equity round, not a token sale — 16.7% new equity at seed stage
Stage: Seed — live infrastructure with revenue and live product
Strategic partners who can compound adoption are prioritised over pure capital
Existing backers: GDA International, Alpha Transform Holdings, Spirit Blockchain, Nimbus Capital, Alpha Token Capital

Use of Funds

12 mo
Runway to reach net cash-flow positive
Clear path to self-sustaining revenue without further dilutive rounds
Product
Expand functionality & complete core ERC-7621 features
DAO-controlled BSKTs, yield-bearing baskets, AI-driven agentic strategies, earnings & portfolio redesign
Chain
Multi-chain expansion
Extend ERC-7621 deployment across additional chains; deepen integrations with DeFi protocols and RWA platforms
GTM
Scale manager onboarding & creator distribution
Marketplace, KOL programs, Internet Capital Markets training, institutional BSKTs & digital wealth platforms
Infra
Institutional-grade reporting, compliance & security
Manager verification, trust scores, governance upgrade, portfolio & reputation tooling

Comparable Equity Rounds

Market range for early-stage DeFi infrastructure: 20×–40× revenue. At ~$515K in realised protocol revenue, a $6M post-money valuation implies an ~12× revenue multiple — below the market range for comparable infrastructure rounds.

ProtocolRoundAmountRevenue Multiple
Uniswap LabsSeries A$11M~27×
Compound LabsSeries A$25M~25×
dYdX TradingSeries B$65M~22–32×
Balancer LabsSeed$3M~30×
Alvara (this round)Seed$1M~12×

The Core Question

Do you believe tokenized portfolios become a real category? And if they do, do you want exposure to the standard and rails — not a single application on top?

If yes, the right first step is verifying the chain-level proof: audit reports, ERC-7621 docs, on-chain basket deployments, and fee collector activity on Etherscan. Everything claimed here is verifiable.

Alvara is an early bet on the standardisation of on-chain portfolio infrastructure — with live proof, category leverage, and a clean monetisation path. At ~12× revenue, it is priced well below its infrastructure peer group.
Verify the proof. Pressure-test the strategy. Decide.

Audit reports, ERC-7621 docs, chain deployments, and fee activity are the right first filter.

cal@alvara.xyz alvara.xyz t.me/callum_mc

Alvara Protocol · Investor Overview · Not financial advice