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Full-stack private market infrastructure

Private markets,onchain.

Trade spot and vested tokens privately. Settle programmatically. Hedge onchain. No order books, no custodians, no information leakage.

Settlement Vesting Hedging
OTC Lifecycle Example
StructureVested allocation · 24 months
Notional$12,500,000
Hedgeδ 50% · γ 28% · 4 intervals
StatusEscrowed · Irrevocable
Illustrative example only. Not a live transaction.
Serviceable Market
$500B
Annual hedged OTC flow on tokenised positions
Downside Coverage
100%
Negotiable threshold, isolated per interval
Settlement
Onchain.
Smart contract escrow, TWAP oracle, no legal overhead
$MirrorUSD Target APY
56%
Opt-in yield on locked collateral
The Mirror Stack

A full-stack OTC platform.

Settlement, vesting, hedging and asset structuring: one system underneath every transaction, with the marketplace as a surface on top, alongside API and direct access.

01Settlement
BuyerMSeller
ATOMIC
02Vesting
Linear
Cliff
Milestone
03HedgingCore
Exposure
Hedge
NET 0
04Marketplace
ListDiscoverMatchExecute
05Asset
Framework
TokensVestedSAFTsPrivate assets
Layer 01 · Foundation

Settlement

Programmable settlement for private markets. Once counterparties commit, terms are enforced onchain: assets and payment move together in a single transaction.

Atomic deliveryTerms enforced onchainWallet to wallet
Layer 02 · Distribution

Vesting

Locked and vested assets on any schedule: linear, fixed-term, cliff, milestone or fully custom. Tokens unlock over time and flow to the right counterparty automatically.

LinearCliffMilestone
Layer 03 · Risk

Hedging, the core of Mirror.

OTC execution and hedging as one system. Exposure flows straight into a corresponding hedge, created onchain alongside the transaction. No venues, funding rates or margin calls.

Bilateral by designPriced at originationSettled onchain
Layer 04 · Surface

Marketplace

The surface of the stack, not the substance. Counterparties list, discover and match here. API and direct access sit alongside as equal doors into the platform.

ListDiscoverMatch
Layer 05 · Expansion

Asset & legal framework

The same stack extends across private markets: liquid tokens, vested allocations, SAFTs and instruments beyond, each inheriting the layers beneath it.

TokensVestedSAFTs
Market Sizing

A multi-trillion dollar market
with no infrastructure.

Tokenisation will move trillions of dollars of private assets onchain over the next decade. None of it has institutional-grade hedging or settlement infrastructure today. Mirror is that layer, starting with the largest immediate opportunity: vesting tokens.

Total Addressable TAM
$10T
Tokenised assets onchain by 2030, BCG mid-estimate
BCG and McKinsey project $10–16T in tokenised assets by 2030 across equities, bonds, real estate, and private markets
Every tokenised position requires settlement, and most institutional capital requires hedging to participate
No institutional-grade infrastructure exists today for bilateral hedged settlement
Annual Hedged Flow SAM
$500B
Annual hedged OTC flow on tokenised positions
Roughly 5% of tokenised float moving through hedged OTC and structured channels each year
Vesting tokens and SAFTs are the first wedge: $18B/yr in private rounds alone across 2022–2024
Equities, private credit, and treasury instruments add hundreds of billions as tokenisation scales
Year-Three Run-Rate SOM
$30B
Mirror’s year-three annual run-rate, ~6% of SAM
Category-defining product with no direct competitor
Live vesting inventory runs $30–50B at any time, almost none of it hedged
Mirror retrofits existing positions through its bid board
TAM derived from BCG and McKinsey tokenisation projections for 2030 (mid-range of published $10–16T estimates) covering equities, bonds, real estate, and private market instruments. SAM modelled as ~5% of tokenised float moving through hedged OTC and structured channels annually, anchored on PitchBook, Galaxy Digital, and CoinGecko Research crypto deal-flow data (2022–2024) for the initial vesting-token wedge. SOM assumes Mirror captures ~6% of annual SAM as a category-defining settlement layer by year three. All figures are order-of-magnitude estimates and should not be treated as audited projections.
The Opportunity

A structural gap
in institutional access.

Institutions have sat out the vesting token market for years: unhedgeable risk, no infrastructure, unacceptable counterparty exposure. Mirror closes that gap, and both sides of the trade come out ahead.

For Buyers
01
Downside protection to any negotiated threshold. Buyers are compensated up to δ% of entry value if price falls, isolated per interval. A 2.5% bid deposit signals commitment.
02
Interval-isolated exposure. Each window is collateralised on its own, so max downside is known at origination.
03
No margin calls, no exchange dependency. Collateral is locked once. No funding drag, no liquidation, no exchange exposure.
04
Higher deal velocity. With downside covered, funds deploy into more deals without breaching mandates.
For Sellers
05
Superior deal terms. Protected buyers accept smaller discounts and longer vesting. Sellers get better proceeds and genuinely committed counterparties.
06
No market impact. Hedging is resolved privately between the two parties. No short pressure, no effect on token price.
07
Deeper institutional reach. Sellers reach institutional buyers who were locked out by mandate. Covered buyers commit to larger, longer positions.
08
Price discovery through committed bidding. The bid board brings real price discovery. If a buyer fails to complete, the 2.5% deposit transfers to the seller.
The Mechanism · Hedging Layer

Bilateral. Self-collateralised.
Interval-isolated.

A two-parameter bilateral hedge. Downside protection (δ) and upside participation (γ) are priced independently, and each interval sits in its own pool, so there is no path-dependency.

At each window, a TWAP oracle sets the reference price. Below it, the buyer draws protection up to δ%. Above it, γ% of profit goes to the seller. Neither side can exit early.

δ · Downside
Illustrative
50%
Max protection per interval, negotiated per deal, self-funded from the buyer pool.
γ · Upside
Illustrative
28%
Seller’s share of net interval profit above reference. Bilateral skin-in-the-game.
Settlement Flow
B
Institutional Buyer
Commits USDC · Receives vested tokens · Protected to δ%
↕ bilateral escrow
Mirror Smart Contract
Interval-isolated pools · TWAP oracle · Non-custodial escrow
↕ bilateral escrow
F
Token Seller
Foundation, VC, or asset holder · Provides tokens · Participates in γ% upside
Escrow Guarantee
Neither side can withdraw before settlement, and there is no custodian. Where delivery is enforceable onchain, no separate legal agreement is needed. The contract is the counterparty.
How It Works · Settlement Layer

One deal, end to end.

One position from origination to settlement. The buyer gets downside protection, the seller keeps the upside, the contract enforces both.

01
Lock and commit
Buyer deposits collateral. Seller commits the vested position against it.
02
Set the hedge
δ sets the buyer’s downside, γ the seller’s upside, both priced at origination.
03
Escrow and earn
Capital sits in interval-isolated pools, optionally earning 5–6% APY in $MirrorUSD.
04
Settle privately
A TWAP oracle prices each interval. Settlement is onchain and private.
Single Hedged Position Live Flow
Token Buyer USDC COLLATERAL Token Seller VESTED TOKENS Mirror · Smart Contract Escrow TWAP Oracle · Interval-Isolated Pools Held in $MirrorUSD · 5–6% APY Settlement Buyer Payout PROTECTED TO δ Seller Upside SHARES γ
δ delta, downside protection · the price floor a buyer is covered to
γ gamma, upside participation · the share of appreciation the seller keeps
Tokenised SAFTs

Mirror’s superpower:
SAFTs and equities, onchain.

A legal wrapper that turns illiquid SAFTs or equities into transferable, onchain instruments, with downside protection built in from day one. This is OTC on vesting (still-locked) tokens, not the fully-vested secondary market.

01 · Origination
Tokenise your SAFTs and equities
Upload a SAFT or tokenise an equity through the legal wrapper. It is minted onchain with full allocation, vesting, and terms. No lawyers, no paperwork.
02 · Protection
Hedge it through Mirror
The tokenised SAFT pairs straight into Mirror’s hedge, with δ and γ priced at origination.
03 · Secondary Market
Sell, transfer, repeat
Tokenised SAFTs trade freely. To exit, a buyer relists, passing the position, hedge, and vesting on. Liquidity where none existed.
04 · Privacy
Anonymous by design
Origination, hedging, and transfer all settle privately onchain. No order book, no exposed identities, no leakage.
Legal Wrapper
The legal wrapper is in development: enforceable under applicable law, compliant transfers, KYC-gated access. Details under NDA.
Why Mirror

Built for institutions
that move carefully.

01 / Liquidity
Billions in Unlocked Capital
Institutional capital isn’t absent by choice. It’s been structurally locked out by missing hedging infrastructure. Mirror is the key.
02 / Privacy
Private by Default
Every deal settles privately onchain between buyer and seller. No order books, no visible short pressure, no information leakage.
03 / Infrastructure
Zero Exchange Dependency
No reliance on centralised exchanges, funding rates, or fragile liquidity. Settlement is sovereign and onchain.
04 / Risk
No Counterparty Default
Escrow enforces completion. Once committed, neither side can withdraw. No reliance on trust, relationships, or jurisdiction.
05 / Discovery
Genuine Price Discovery
The bid board brings competitive price discovery to vested OTC for the first time. Sellers get real signals, buyers compete on terms.
06 / Alignment
Bilateral Incentive Structure
The γ parameter aligns seller and buyer. Sellers share in buyer upside, skin in the game no OTC desk can replicate.
Competitive Position

Mirror isn’t competing with
existing tools. It’s a new category.

Every adjacent tool solves one slice of the problem. None combines downside protection, onchain settlement, and institutional privacy in a single instrument. That combination is the category Mirror creates.

Mirror Vesting Platforms
(Sablier / Magna)
OTC
Marketplaces
CEX Perps
Desks
Category Bilateral hedge Token vesting OTC marketplace CEX short hedge
Built-in Hedging Hedge on CEX Hedge on CEX
Downside Protection Partial
Exchange-Independent
Onchain Settlement Partial
No Funding Rate Cost Via CEX hedge Via CEX hedge
Fair-Value Pricing Partial
Interval-Isolated Settlement
Private by Default Partial
→ Scroll to compare

Vesting platforms and OTC marketplaces provide no hedging of their own. To manage exposure, users must open a separate short on a centralised exchange, taking on funding rates, margin calls and exchange risk that Mirror is built to avoid.

$MirrorUSD · Optional

Capital locked in escrow
doesn’t have to sit idle.

$MirrorUSD is Mirror’s optional yield-bearing settlement asset. Locked collateral earns 5–6% APY for the seller instead of sitting idle. Entirely opt-in.

01
The seller earns while collateral is locked. Escrowed buyer collateral generates 5–6% APY for the seller throughout vesting, instead of sitting dormant in the protocol.
02
Treasury yield between trades. Either side can park their stablecoin treasury in $MirrorUSD and earn on idle capital. No lock-up, fully liquid.
03
No change to settlement. $MirrorUSD settles directly, no unwrapping or delay. Proceeds are available the moment a position closes. Bridge-agnostic across chains.
04
Entirely opt-in. Mirror works the same with or without it. Switch in or out at any time, with no lock-up beyond the position itself.
Target APY
5–6%
Yield the seller earns on locked collateral that would otherwise sit dormant in escrow.
Illustrative seller earnings on locked collateral
$10M in active positions ~$315K / yr
$50M in active positions ~$2.06M / yr
Protocol Architecture

Engineered for
institutional standards.

Smart Contract Escrow
Funds held in non-custodial escrow start to finish. No third-party custody, and no separate legal agreement where delivery is enforceable onchain.
Multi-Source TWAP Oracle
Settlement prices are volume-weighted time averages across multiple sources, resistant to manipulation at each interval.
Interval-Isolated Settlement Pools
Each interval runs an independent pool. Earlier intervals cannot drain protection from later ones. The payoff profile is linear and predictable.
Fair-Value Pricing Constraints
δ and γ are independently priced against fair-value constraints, so neither party can enter mispriced.
Vertically Integrated Deal Flow
Built into the origination layer. No external sourcing, matching, or off-chain dependencies. Deal flow and hedging are vertically integrated from day one.
mirror_position.json
{
  "protocol":   "Mirror",
  "deal":        "Vested Token Allocation",

  // Capital structure
  "investment":  50000,
  "entry_price": 0.0290,
  "tokens":      1724138,

  // Hedge parameters
  "downside":    0.50,
  "upside":      0.28,
  "intervals":   4,

  // Settlement
  "oracle":       "TWAP",
  "escrow":      "non-custodial",
  "irrevocable": true,

  // Vesting
  "vest_type":   "cliff_linear",
  "cliff_days":  30,
  "vest_days":   180
}
Backed By

Backed by builders and operators.

Angel investors from across crypto infrastructure, trading, and protocol engineering.

Wintermute
Katryna Hanush
Managing Director
BlackRock
Paul Taylor
Ex-Web3 Venture Lead
Syndicate
Will Papper
Co-Founder
Lo:Tech
Tim Meggs
Co-Founder
Lo:Tech
Laurence Lewars
Head of BD
Offchain Labs
zkLumi
ZK Lead
Hype
Alex Bell
Head of Partnership
Syndicate
Sushen Talwar
Head of Finance
Get in touch

Bring your next deal to Mirror.

Questions, partnerships, or institutional onboarding. Reach us directly through any channel below.