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Call Warrant Backing (SPV)

免責事項: このホワイトペーパーは英語版が正式な文書となります。他言語の翻訳は参照用です。


Call Warrants are backed by actual private company shares held in a Special Purpose Vehicle (SPV) structure. This ensures that every call warrant has real underlying asset support.


┌─────────────────────────────────────────────────────────────────┐
│ SPV STRUCTURE │
├─────────────────────────────────────────────────────────────────┤
│ │
│ PIPO Operating Company │
│ (Singapore / BVI) │
│ │ │
│ │ 100% ownership │
│ ▼ │
│ ┌─────────────────────────────────────────────┐ │
│ │ PIPO Holdings Ltd (Cayman Islands) │ │
│ │ Master SPV │ │
│ └────────────────────┬────────────────────────┘ │
│ │ │
│ ┌───────────────┼───────────────┐ │
│ │ │ │ │
│ ▼ ▼ ▼ │
│ ┌─────────┐ ┌─────────┐ ┌─────────┐ │
│ │ SPV-001 │ │ SPV-002 │ │ SPV-003 │ │
│ │ SpaceX │ │ OpenAI │ │ Stripe │ │
│ │ Holdings│ │ Holdings│ │ Holdings│ │
│ └────┬────┘ └────┬────┘ └────┬────┘ │
│ │ │ │ │
│ ▼ ▼ ▼ │
│ [SpaceX [OpenAI [Stripe │
│ Common] Common] Common] │
│ │
│ Custodian: Qualified Fund Administrator │
│ Jurisdiction: Cayman Islands │
│ │
└─────────────────────────────────────────────────────────────────┘
FeatureBenefit
Cayman IslandsTax neutral, established legal framework
Segregated SPVsIsolate risk per underlying
Master SPVSimplified management and governance
Qualified CustodianRegulatory compliance, asset protection

Share Sourcing Channels:
├── Direct from Employees
│ └── Connect with current/former employees seeking liquidity
├── Secondary Market Brokers
│ ├── Forge Global
│ ├── EquityZen
│ ├── SharesPost
│ └── Direct broker relationships
├── VC Distributions
│ └── Investors selling allocations
├── Tender Offers
│ └── Company-sponsored buybacks
└── Block Trades
└── Large institutional sellers
┌─────────────────────────────────────────────────────────────────┐
│ SHARE ACQUISITION FLOW │
├─────────────────────────────────────────────────────────────────┤
│ │
│ 1. SOURCING │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ • Identify seller (employee, investor, broker) │ │
│ │ • Negotiate price and terms │ │
│ │ • Verify share authenticity │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │ │
│ ▼ │
│ 2. DUE DILIGENCE │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ • Confirm seller ownership (cap table) │ │
│ │ • Check transfer restrictions │ │
│ │ • Review ROFR requirements │ │
│ │ • Legal review of share class │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │ │
│ ▼ │
│ 3. TRANSACTION │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ • Execute Share Purchase Agreement (SPA) │ │
│ │ • Wire funds to seller │ │
│ │ • Seller initiates transfer │ │
│ │ • Company processes (ROFR waiver if needed) │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │ │
│ ▼ │
│ 4. SETTLEMENT │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ • Shares registered to SPV on cap table │ │
│ │ • Custodian confirms receipt │ │
│ │ • Warrant tokens minted │ │
│ │ • Tokens added to AMM pool │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ Timeline: 30-90 days typical │
│ │
└─────────────────────────────────────────────────────────────────┘

Custodian Responsibilities:
├── Safekeeping: Hold share certificates / cap table entries
├── Record-Keeping: Maintain audit trail
├── Corporate Actions: Process dividends, splits, etc.
├── Reporting: Quarterly statements to PIPO
├── Verification: Confirm holdings on request
└── Transfer: Execute share transfers as directed
CriteriaRequirement
JurisdictionUS, Cayman, or equivalent
RegulationSEC registered or equivalent
InsuranceE&O, Fidelity bond
ExperiencePrivate company shares
TechnologyDigital cap table integration
ReferencesOther SPV clients

Reserve Valuation Methodology:
├── Primary: Last funding round price (409A adjusted)
├── Secondary: Recent secondary market transactions
├── Tertiary: Third-party valuation (PitchBook, CB Insights)
└── Fallback: Last arm's length transaction
Update Frequency: Monthly or upon material events
PurposePrice Used
Reserve adequacyConservative (lower of cost or market)
Warrant settlementOracle price (market consensus)
Financial reportingFair value (GAAP/IFRS)

Typical Share Transfer Restrictions:
├── ROFR (Right of First Refusal)
│ └── Company can match any outside offer
├── Co-Sale Rights
│ └── Other shareholders can participate
├── Lock-Up
│ └── No transfers for specified period
├── Board Approval
│ └── Some transfers require board consent
└── Accredited Investor
└── Buyer must be accredited
PIPO handles restrictions by:
├── Pre-clearing with company before acquisition
├── Obtaining blanket ROFR waivers where possible
├── Structuring SPV as single buyer (simplifies approvals)
├── Maintaining relationship with company counsel
└── Building buffer inventory (avoiding last-minute scrambles)

Physical Delivery Flow (SPV → Buyer):
1. Buyer requests physical delivery (during exercise window)
2. KYC/KYB verification completed
3. Share Purchase Agreement drafted
4. Buyer pays settlement amount + delivery fee
5. SPV initiates transfer to buyer's entity
6. Company processes transfer (cap table update)
7. Buyer receives confirmation
8. Warrant tokens burned
Timeline: 10-15 business days
Minimum: $500,000 position
Discount: 20% from cash settlement value

RiskMitigation
Company ROFRPre-negotiated waivers, relationship management
Valuation declineWarrant liability declines proportionally
Fraud (fake shares)Custodian verification, cap table confirmation
Custodian failureInsurance, segregated accounts
Key personMultiple authorized signers
JurisdictionalCayman legal opinion, local counsel

SPV Quarterly Report:
├── Holdings Summary
│ ├── SpaceX: 100,000 shares @ $X per share
│ ├── OpenAI: 50,000 shares @ $Y per share
│ └── Stripe: 75,000 shares @ $Z per share
├── Valuation Basis
│ └── Last funding round / secondary market / third-party
├── Activity
│ ├── Shares acquired: X
│ ├── Shares transferred (physical delivery): Y
│ └── Shares sold (if any): Z
├── Custodian Confirmation
│ └── [Attached letter from custodian]
└── Reserve Ratio
└── 105% (buffer maintained)

DocumentPurpose
Certificate of IncorporationSPV formation
Operating AgreementGovernance, decision-making
Custody AgreementCustodian relationship
Administration AgreementFund admin services
Share Purchase AgreementsEach acquisition
Transfer DocumentsFor physical delivery

const holdings = await pipo.getSPVHoldings('SPACEX');
// Response (admin only)
{
underlying: 'SPACEX',
spvEntity: 'PIPO SpaceX Holdings Ltd',
jurisdiction: 'Cayman Islands',
custodian: '[Custodian Name]',
holdings: {
shareClass: 'Common Stock',
quantity: 100000,
acquisitionCost: 7500000,
currentValue: 8200000,
lastValuation: '2025-09-30',
valuationBasis: 'Last funding round (Series F)'
},
warrantLiability: {
outstanding: 7800000,
reserveRatio: 1.05
},
lastCustodianConfirmation: '2025-09-30'
}