Automate token grants, vesting, trading plans and tax — with compliance built into every workflow, from unlock to execution.
Why Agentica
Manage grants, vesting, trading plans, distributions, tax and reporting in one connected system — integrated with your custodian, HR and payroll stack.
Automate vesting, unlocks, trading plans and tax workflows with controls designed around US, EU and APAC regulatory requirements — including approval workflows, audit trails and rules-based execution.
Turn a multi-step, error-prone process into a controlled workflow that calculates rebalances, updates unlock schedules and prepares execution automatically — with human approval before anything moves.
The Token Management Platform is purpose-built for crypto foundations and web3 companies that distribute tokens to their teams, investors, advisors, and communities.
It sits between your custodian and your people as a single orchestration layer for the full token-grant lifecycle:
Main dashboard — cap-table overview with stakeholder and plan-distribution breakdowns, pending rebalances, quick actions, and a live activity feed.
Why now
Token-grant management has become mission-critical infrastructure — and its leading independents have been absorbed by the exchanges and custodians their own customers transact with: Liquifi → Coinbase, Magna → Kraken, Hedgey → Anchorage. That leaves an independent, full-stack, agent-run alternative both scarce and valuable — one whose incentives stay aligned with issuers, not with an exchange balance sheet.
The market
The scarce quadrant
Independent
Exchange-owned
The scarce quadrant
Agentica — independent · agent-run
Point solution
Full-stack · agent-run
Capabilities
The platform brings every part of the token-grant lifecycle into one place, working together as a single system.
Tokens created & funded
Grants to stakeholders
Schedules & unlocks
Compliant rebalances
Withholding & reporting
Agents + API
Create, edit, and cancel grants for employees, investors, advisors, and community recipients — across all token instrument types, including RTUs, RTAs, token options, and 83(b) arrangements. Custom vesting schedules take minutes, not hours, through a fast text-based builder that handles standard and non-standard grants alike, including accelerated vesting and offboarding.
Select a stakeholder and create a compliant trading plan in one click. The platform pulls the data it needs, calculates the rebalance, moves tokens on your custodian and updates the unlock schedule — and waits for your approval before anything executes.
Per-country and historical, multi-period tax rates, individual overrides, and net or cash settlement — withholding calculated per person and per jurisdiction, with audit-ready reporting across US and EU frameworks.
Distribute to any number of wallets in one run. The platform prepares a one-to-one distribution file in the exact format your custodian expects, with every movement logged and reconciled.
Every employee, investor and advisor sees what they own — what is vested, what can unlock and what is actually available — with notifications sent from your own domain.
Agents draft tax reports, propose trading plans, reconcile on-chain movements against the cap table every night and flag exceptions — callable over the API, and nothing executes until you approve.
Key value proposition
Vesting is not the same as unlock. And unlock is not the same as availability. Agentica reconciles overlapping schedules, tax withholding, trading-plan execution and custodian movements automatically — so finance, legal and employees always see what is vested, what can unlock, and what is actually available at any point in time.
Eliminate
spreadsheet
reconciliation
Keep tax and
trading plans
in sync
Give every
stakeholder one
accurate view
How it works
Trading plans are where the platform's value is most visible. Done by hand, a single plan for one person looks like this:
Three separate calculation points, each requiring a manual data pull and computation — fragile, error-prone work where any mistake can break compliance.
You select a person and click create trading plan. The system pulls the data it needs, runs the calculations, moves the tokens on BitGo, updates the unlock schedule, and recomputes the rebalance — sequentially and automatically.
What took two hours takes two minutes — consistent and compliant every time.
Inside the platform
The entire operation, in one admin panel — organized into clear, connected modules over a shared data layer.
A live view of stakeholders, grants, pending rebalances, and trading plans — plus timeline charts of grants over time with taxes overlaid, so you see exactly how holdings and obligations evolve.
Every current and historical trading plan in one place, fully traceable — with the ability to replay and move plans as circumstances change.
Per-person reporting in the exact format most firms and filing processes require: tokens unlocked, fair market value, tokens sold, applicable tax rate, amount withheld, and amount sold.
The precise amount to withhold for each person, by jurisdiction — ready to action and export.
A one-to-one distribution file that moves tokens to the correct wallets in the exact format your custodian expects.
Claim events surface as review points, and you can trigger emails to employees in any workflow — from your own domain, using your own templates.
Reference data: Tax rate by country, individual tax overrides, and export mappings — the shared data layer every module above reads from, keeping the platform in sync with your payroll and HR systems.
Compliance
Tax is the hardest part of token-grant management, and it is where most tools stop. The platform treats it as a first-class capability. Audit-ready withholding and reporting across US and EU frameworks today, with additional jurisdictions on the roadmap.
Maintain accurate withholding rates for every jurisdiction your team lives in.
Someone who was a contractor and then became an employee, or who moved countries mid-year, is taxed at the correct rate for each period. The platform handles it in a compliant way.
Withhold tokens at settlement to cover the tax (net settlement) or collect cash — the platform computes the correct amount either way and produces the records your payroll process needs.
Apply special treatment at the person level — any case-specific adjustment.
The platform captures fair-market value at the taxable event and applies the right rate per person and jurisdiction, automatically.
Tax reporting, withholding records, and clean exports give you a defensible, audit-ready trail without extra reconciliation.
Agents & API
Human-in-the-loop by design. Agents draft, propose, and flag; they never take autonomous control of funds. Every capability here is demonstrable in a live demo. The incumbents store and display state. Agentica's agents do the work — bounded, demonstrable jobs that run the lifecycle and hand you decisions, not busywork. Every one is human-in-the-loop: the agent drafts, proposes, reconciles, and flags — you approve.
The agent assembles per-person, per-jurisdiction withholding into a filing-ready draft — you review and sign off.
Given a stakeholder and constraints, the agent proposes a compliant rebalance and schedule for your approval before anything executes.
The agent reconciles custodian movements against the cap table every night and flags any discrepancy for review — no quarter-end surprises.
When a grant, unlock, or withholding falls outside policy, the agent surfaces it as an exception for approval instead of letting it pass silently.
Human approves — Every agent job below drafts, proposes, reconciles, or flags — nothing executes until you approve.
API-first
Every grant, trading plan, distribution, tax calculation, and report is a first-class API call — the same surface the app is built on. Wire Agentica into your own systems, script bulk operations, and let the agents run against a documented, versioned interface. Built for the foundation engineering lead who wants token operations in their stack, not in a silo.
POST /v1/trading-plans{ "stakeholder_id": "stk_…", "schedule": "…" } → 201 { "id": "tp_…", "status": "pending_approval" }Create trading plan
Agent runstatus pending_approval
Integrations & data
The platform fits the stack foundations already run on, and is designed to grow with it.
Deep integrations with both BitGo and Anchorage today, backed by a resilient sync layer that keeps balances and movements accurate. Additional custodians are being added.
Integrates with
Export-ready files for BitGo, Gusto, and Deel, plus HiBob and other HRIS reference data — so withholding and distributions line up with the systems your finance and people teams already use.
Exports to
Send any message in any workflow from your own domain, using your own templates — not a fixed, locked set.
Includes
Security & custody
In token management, the most important security property is simple: the platform should never put your assets at risk. It doesn't.
Independent security controls audit — SOC 2 Type II in progress.
Every action logged and exportable — a defensible record for auditors and regulators.
Tokens never leave your custodian; the platform orchestrates but never holds keys.
Admins, finance, and employees each see only what their role permits.
Reporting reviewed with counsel and tax specialists.
SOC 2 Type II — in progress
Trust & security panel — security posture, SOC 2 / ISO 27001 / GDPR / CCPA attestations, custody & access controls, and a live security-events log.
Where this is going: the independent compliance-and-agent layer that the next thousand token issuers run their entire lifecycle on — the system of record and action for the category.
Comparison
Independent and exchange-neutral by design — with a wider, agent-run feature set across the full lifecycle. Here's how the platform lines up against the closest incumbent.
| Capability | Agentica token management platform | Coinbase token mgr (was Liquifi) |
|---|---|---|
| Tax withholding & compliance | Full | Not available |
| Trading-plan automation | One-click | Not supported |
| Historical tax rates | Multi-period | Not available |
| Bulk grant & tax-rate changes | Built-in | Not available |
| All instruments & stakeholders | RTU / RTA / options, all parties | Limited |
| Bulk distributions & airdrops | One run, any size | Limited |
| Stakeholder grant portal | Included | Basic view |
| Custom email notifications | Any template, your domain | Fixed templates only |
| Timeline & grant charts | Built-in | Not available |
| Custodian flexibility | BitGo + Anchorage | Exchange-owned; aligned with Coinbase custody |
| Pricing | As low as $22 / seat / mo | Enterprise-only pricing, significantly higher |
Independence
The leading independents have been absorbed by the exchanges and custodians their customers transact with (see Why now). The category's former leader managed over $8.5 billion in token value across 100+ teams (incl. Uniswap Foundation, OP Labs, Ethena) before it was acquired — a measure of how critical this infrastructure has become, and of the gap that consolidation leaves for an aligned, independent alternative.
Pricing
Deployment
Quoted per project
Subscription
One flat fee
Every agent is different, so we scope each deployment together and quote it upfront. After launch, one flat subscription covers hosting, support and improvement. No token billing.
Not sure about the pricing and how it works?
Let's schedule a demo and migrate your grants in days, not months.