Curzio Equity Owners

Curzio Equity Owners Digital Security OfferingA revolutionary way to invest in one of the world’s most profitable industries

Learn how to invest in CEO Access Investor Dashboard
$3 Million Soft Cap Met
in 8 Trading Days

An entirely new asset class has made it possible for you to invest in the single most profitable business I know of – one I’ve profited from directly for decades – but it’s been off limits to the public… until now.

Curzio Equity Owners(CEO)

The CEO security token offering is the first digital security that offers an equity stake in the high-margin investment newsletter industry. Your funding will help us continue to build Curzio Research into one of the largest investor-focused newsletter advisory groups in America.

CEO security token

Empowering investors with a new class of advisory

Empowering investors

The status quo: The investment newsletter industry is crowded with overhyped, under-researched newsletters promoted by entertainers rather than market experts.

Curzio Mission: To bring integrity back to the industry through education, transparency, and boots-on-the-ground research from true market veterans.

Curzio Research has been featured in:

What Makes CEO Unique?

Benefits: Equity StakeAn equity stake in an established growth company
Benefits: ExposureExposure to a multibillion-dollar, high-margin industry
Benefits:DividendA quarterly dividend
Benefits:Access to OfferingAccess to new digital security offerings through our insider network
Benefits:Club MembershipCurzio Equity Owner’s Club Membership

HOW IT WORKS

  • Invest - CEO

    Invest

  • Receive an equity stake - CEO

    Receive an equity stake

  • Membership in Owner's Club - CEO

    Membership in Owner's Club

  • Collect dividends - CEO

    Potentially collect quarterly dividends

  • Receive CEO tokens

    Receive CEO tokens

Executive Team:

Executive
Team

frequently asked
questions

+ Expand All
  • What is a security token?

    At a basic level, a token (or “coin”) is a digital identity for something that can be owned. (I own 20 Bitcoin tokens… or 100 Litecoin tokens.)

    A security token is a tradable asset. It can pay investors dividends, interest, or represent an equity stake in the underlying asset. Since these tokens are backed by a secured asset, and are tradable, they’re subject to federal securities regulations just like stocks.

    Security tokens provide a way for asset owners to sell off a portion of their assets (real estate / art / collectibles / companies) to investors with the speed and security of blockchain, while providing investors with regulatory protection.

  • What is the difference between a security token and a utility token?

    The first generation of cryptocurrencies are mainly utility tokens. They weren’t created to be an investment. You can think of them like app coins or user tokens. They allow access to a company’s products or services, most of which are still in development.

    One example is Filecoin, which raised $257 million by selling utility tokens. These tokens will give users access to its decentralized cloud storage platform.

    For more on utility vs. security tokens, here’s a helpful guide by CryptoPotato.

  • What are the benefits of a security token offering (STO) vs. a private placement?

    The security token market creates an avenue for any company to sell a portion of an asset to investors—including real estate, art, businesses, or any of the hundreds of trillions of dollars’ worth of assets around the world—using the speed and security of blockchain.

    Cost-effective

    Smart contracts (or cryptocontracts) are self-executing blockchain contracts that eliminate intermediaries (investment banks), which in turn cuts down costs of service delivery. This makes security token offerings a much cheaper alternative than the traditional private placement route.

    Fast

    Important security checks like “know your customer” (KYC) and “anti money laundering” (AML) are automated, which makes it much quicker to sell assets to accredited investors. These steps also ensure that our tokens are fully compliant with regulatory authorities. (Everyone who participates in our Curzio Equity Owner token offering must fill out these documents to invest.)

    24/7 trading

    Crypto trading outshines traditional trading because it’s continuous. Most security token exchanges are open 24 hours a day… so you can trade any time day or night

    Rapid adoption

    Security tokens are bound to be quickly adopted once it’s realized that they can lead to more liquidity and less administration. They’re already being adopted by Hollywood (individual investors can now fund movies), artists (Andy Warhol recently tokenized and auctioned a 31.5% stake in one of his paintings), and real estate (the St. Regis Aspen Resort recently tokenized its hotel giving investors an ownership stake).

    Faster “liquidity event” for investors

    With a traditional private placement, investors’ money can locked up for a considerable amount of time. It takes five years for the average venture-backed company to be acquired… and over eight years to go public (IPO).

    But STO participants can convert their tokens to cash after a 12 month lock-up period.

CEO TOKEN FAQs
infoNeed Help Registering? Download the CEO Investor Guide
  • What is unique about the CEO token?

    The CEO token is the first digital asset offered in the high-margin investment newsletter business—an industry that’s been largely closed to outside investors for decades. As an investor, you’ll participate in the growth of our company.

  • What are the benefits of owning CEO tokens?

    CEO investors will own an equity stake in our underlying business (Curzio Research). This means you’ll participate in the growth of our company, have the opportunity to receive a potential dividend (which we intend to pay quarterly), and receive a CEO Owner’s Club membership, which entitles you to everything Curzio Research publishes for the duration of the membership. (The membership period ranges from two years to lifetime and is dependent on the investment amount.)

    The CEO token will be liquid after a lock-up period of 12 months (which begins the day after our token sale closing). As noted above, this “liquidity period” is much less than the typical waiting period for a private placement, where it takes an average of seven years (through an IPO / or acquisition) before investors can cash out.

  • What is the minimum investment for the STO?

    $25,000

  • What forms of payment are accepted?

    You can use Bitcoin, Ethereum, or U.S. dollars to purchase CEO tokens.

  • Do I have to be an accredited investor?

    Due to SEC regulations, all CEO investors must be accredited (U.S.) or qualified (based on international jurisdiction regulations). This requirement protects those who may be unable to sustain any economic risks of investing in unregistered securities.

  • Do I need proof of accredited investor status?

    With a security token offering, investors must show proof they’re accredited. This can be in the form of past tax statements (W2, Form 1099, Form 1040), bank statements, brokerage statements, or appraisals. You can also provide written confirmation from your licensed attorney/CPA verifying your accredited investor status.

    (This is different from a private placement, where you usually just need to fill out a form and check the appropriate accredited investor boxes.)

    This extra step is necessary, since U.S.-based digital token exchanges require this check (as well as KYC / AML) before allowing a token to be listed on their platform. And while this is a little time-consuming, it’s for investors’ benefit.

    Curzio Research wants to make sure all investors fully understand the risks involved with this offering, including the potential loss of the investment.

  • How do I become accredited?

    You're an accredited investor if...

    • Your annual income is greater than or equal to $200,000 ($300,000 for joint income) for the last two years and you expect your future income to be the same or higher.
    • You have a net worth exceeding $1 million, either individually or jointly with your spouse (not including your primary residence.)
  • Are the tokens available to foreign citizens?

    CEO tokens will be offered to U.S. and foreign citizens. Jurisdictions will be detailed in the investor (SAFE) agreement (available at the time of the launch).

  • How much is Curzio Research planning to raise?

    Soft cap: $3 million
    Hard cap: $12 million

    Note: In the event the minimum offering amount is not achieved, purchasers shall receive a full refund of their investment.

  • How will you allocate the funds?

    • Increase front-end reader file to 100,000+
    • Further monetize podcasts
    • Build a world-class investor education platform
    • Add new podcasts and reader-requested newsletters
    • Hire more expert analysts and other key personnel
    • Collaborate with large external media outlets
  • Is the supply of CEO tokens limited?

    Yes, the number of tokens issued will not exceed 3,332,000.

  • Does the fluctuation of Bitcoin and other cryptocurrencies affect the CEO token?

    The value of the CEO token is directly related to the valuation of Curzio Research and not reliant on the price of any cryptocurrency.

  • When will the CEO tokens begin trading?

    Assuming the tokens are accepted and remain accepted on an exchange, investors can trade the tokens once the lock-up period is over. The lock-up period will end 12 months after the close of the token sale. (The close is anticipated to be April 2, 2019.)

  • What exchanges will the CEO token trade upon?

    There are several U.S. exchanges trading security tokens today. One is tZero, which launched its digital security platform in January 2019. More than a dozen more digital token exchanges are planning to launch in the U.S. over the next 12 months. They include Coinbase, Templum, SharesPost, and Open Finance. The London Stock Exchange and Nasdaq are also rumored to be launching security token exchanges in 2019.

    Our partnership with Securitize, one of the best platform providers in the industry, should open the door for us to trade our token on some of the biggest (and regulated) digital security exchanges.

  • When will I receive my CEO tokens?

    Investors will receive the tokens in their registered wallet just before the free trading date (12 months after the close of our offering).

  • Will you provide investors with regular updates?

    We intend to update investors on all important business news and transactions. Since we plan to hire new analysts, build our executive team, create new products, and launch new marketing campaigns after the close of the sale, we anticipate having lots of updates to send our investors through 2019 and beyond. These updates may be released monthly, quarterly, or biannually, depending on newsflow.

  • How do I get more information about the CEO token offering?

    Click here to request full details on Curzio Research’s security token offering.

Disclaimer: This site is not intended to be an offer to sell, or a solicitation of any offer to buy, any security or other financial instrument or to invest in the token issued by Curzio Research. The offering of the Curzio Equity Owners (CEO) Token has not been registered, qualified, or approved under any securities, futures, financial instruments, capital markets, or exchange control legislation, regulation, or ordinance of any jurisdiction. In all jurisdictions, any offer to sell or solicitation to buy a CEO Token, when made, will be directed solely to qualified institutional investors, qualified professional investors, and those other sophisticated persons to whom offers and solicitation may be made without any licensing, registration, qualification, or approval under applicable law. Before you decide to invest in a CEO Token, you should carefully read the CEO offering documents and consult with your own advisors. An investment in an CEO Token is speculative and involves risks, which you should understand prior to making an investment. The private placements of CEO Tokens have not been registered under the Securities Act of 1933, as amended (the “Securities Act”) or any state securities laws, and the CEO Tokens are being offered pursuant to an exemption from registration provided by Rule 506(c) of Regulation D under the Securities Act and in reliance on similar exemptions under applicable state laws. An investment in CEO is suitable only for sophisticated, well-informed investors, and investors will be required to represent that they are accredited investors as such term is defined in Rule 501(a) of Regulation under the Securities Act.