01
Prepare participant information
Identify the information your team needs and who is responsible for reviewing it.
Skip to contentIllustrative platform preview — sample data. Actual interface may differ.
INVESTOR ONBOARDING
A clearer path for participant information.
Plan how your business will organize participant records and the agreed onboarding workflow.
Discuss your projectFrom information to an agreed workflow.
Organize sample participant records and review statuses around your agreed onboarding process. Functionality is confirmed for your project.
Example Property ProjectSample data
Investor onboarding
Example participant records125
Example investor ID0042
Sample participant records
RecordReview status
Participant 0042Information received
Participant 0043Review pending
Participant 0044More information needed
02
Agree the workflow
Discuss the stages, permissions and any third-party requirements. Verification arrangements are confirmed for each project.
03
Guide your team
Understand the agreed process and the records to maintain. Platform guidance supports your team's use of the configured workflow.
EXPLORE THE PLATFORM
Connected stages. A considered start.
Asset setup & tokenization
Bring asset information and intended token configuration into a clear project brief.
Investor onboarding
Plan how your business will organize participant records and the agreed onboarding workflow.
Ongoing administration
Bring holder information and relevant project records into an agreed administration workflow.
LET’S START A CONVERSATION
What could your project look like?
Tell us about your business, the rights involved and what you want to achieve.
Discuss your project