Built for onchain allocators

AI-native asset management infrastructure for the onchain economy

O2O Capital is the infrastructure layer connecting onchain native capital to real world, non-crypto correlated private credit yields delivered through regulated, DeFi composable vaults.

  • NAV-priced vault tokens
  • Regulated vaults
  • Every depositor KYC'd

01 How It Works

Onchain capital in. Offchain yield out.

O2O stands for onchain to offchain (on-chain to off-chain): onchain capital to offchain yield. O2O Capital Partners' asset class, curated and personalized vaults will work like a fund, a fund of funds and a separately managed account. Each regulated vault will be built to hold short-duration niche private credit such as trade receivables, royalties and aircraft leases. An independent administrator will price vault tokens at NAV, and every depositor will be KYC'd before depositing.

A vault token is a fund interest whose yield comes from real economy cash flows.

Institutional sourcing

Private credit originators originate, underwrite and service loans. The vaults will purchase and hold the exposure, paying them in US dollars.

Data transparency

An independent administrator will strike NAV, with daily accrual published onchain. Attestations are designed to prove concentration limits without exposing positions.

Liquidity

Redemption terms match the liquidity of each vault’s assets. Asset class and curated vault tokens are built DeFi-composable, usable as collateral.

Built on institutional rails.

ERC-7540 & ERC-7575

Vault standards accepting multiple stablecoins and enabling redemptions that follow real settlement cycles.

Compliance gate

Each wallet must clear KYC/AML and be whitelisted before it deposits. Vault terms, eligibility and NAV will be machine-readable behind the same gate.

Fiat & stablecoins

USDT, USDC, USDG and other stablecoins vetted for reserves and regulation will convert to dollars through a qualified custodian.

AI underwriting

The investment committee approves every mandate and limit. Our underwriting engine will train on every loan held and draft monitoring memos.

How capital moves.

Deposit, deploy, return, operate: follow a dollar through a vault. Tap a stage for each step.

  1. Deposit: Whitelisted wallets will deposit stablecoins and receive vault tokens, priced at NAV and controlled by the depositor.
  2. Deploy: Via the on/off-ramp, a vault is built to buy trade receivables, royalties, aircraft leases and other niche private credit from private credit originators who keep an interest.
  3. Return & attest: Repayments will flow back and accrue to NAV. An oracle will carry NAV and attestations onchain, and vault tokens will redeem at NAV.
  4. Operate: Inside a vault, one AI stack is built to run credit, data and pricing, and controls, within limits O2O sets.

  • CREDIT
    • Asset due diligence
    • Credit memo drafting
    • Covenant monitoring
    • Monitoring memos
    • Daily rebalancing
    • Performance review
  • DATA & PRICING
    • Daily NAV accrual
    • Pricing engine
    • Transaction simulation
    • Internal database
    • Indexing service
    • Vault data maintenance
  • CONTROLS
    • Risk monitoring
    • AML & compliance
    • Onchain monitoring
    • Wallet & keys
    • Roles & permissions
    • System monitoring
Learn more about O2O Capital Partners

02 In 90 Seconds

The strategy, explained.

Three vault lines in trade receivables, royalties, aircraft leasing and other niche private credit will run on one AI stack.
Watch with the full transcript

03 Team

Founders.

Portrait of Stephen McConville

Stephen McConville

Co-Founder

  • Previously within Partners Group’s Structuring, Private Wealth Distribution and Fund Finance divisions
  • Head of Fund Operations at 2Xideas
  • Head of Product Structuring and early employee at Hedgehog Invest, a blockchain-based private markets platform; 10+ years in private markets and tech
  • Attorney admitted in New York State
Portrait of Peter Gaffney

Peter Gaffney

Co-Founder

  • Previously Head of Research at Security Token Advisors
  • Advised 40+ clients, including a $550B asset manager, on tokenization and RWA strategies
  • Built the research desk for Security Token Market (acquired by RedStone)
  • Author of Blockchain Explained
Portrait of Drew Orsinger

Drew Orsinger

Co-Founder

  • Prior Chief Security Officer of SpaceX, CME Group, and Honeywell
  • Founder and CEO of Tractiv, an immutable data tracking software company
  • CEO of a LATAM nearshoring company focused on AI development
  • Ex-military and government cybersecurity
Learn more about the founders

Research

Latest research.

All research