How it works
From asset to on-chain record, on one platform
Issuance, investor verification, holder records, administration and distributions — one integrated lifecycle.
01The lifecycle
Six stages, one integrated framework
Structure & Onboarding
The issuer sets the security structure, cap table and investor terms; the platform turns them into a digital equity design.
- +Digital equity frameworks on standard templates
- +Corporate action templates
- +Automated KYC and investor eligibility checks
Digital Issuance Engine
Configure and deploy the issuer's digital securities, with full audit trails.
- +Standardized document templates
- +Investor eligibility gating
- +Automated back-office reconciliation
Transfer Rules & Governance
Holder eligibility and transfer restrictions are enforced in the token contract, with a record of every action.
- +Transfer rules enforced in code
- +Jurisdiction and eligibility rules on every transfer
- +Automated record keeping
Holdings & Records
Holdings sit in investors' own wallets, and the on-chain register records every position.
- +Investor-held wallets
- +Transparent audit trails
- +Secure data retention workflows
Stage E
Investor Portal & Administration
A branded portal for holdings, distributions, and documents — self-serve.
- +Issuer-branded investor access
- +Automated distribution scheduling
- +Document repository & notifications
Distributions & Holder Reporting
Ongoing distributions and holder reporting over the hold.
- +Scheduled distribution engine
- +Transfer and holder records
- +Reporting dashboards
02Journeys
Two paths, one platform
For asset ownersThe sponsor journey
01
Register & complete sponsor verification 02
Submit your asset for desk review 03
Set your terms on the standard documents For investorsThe investor journey
01
Complete identity and eligibility checks 03
Subscribe & manage holdings 05
Receive reports and documents 03The payoff
What the platform removes
Faster issuer setup
Standard documents and platform checks replace most of the bespoke setup between engagement and issuance.
Rules enforced in code
The eligibility and transfer rules set for each offering are applied automatically and recorded.
Transparent investor servicing
A current view of holdings, distributions, and documents.
Lifecycle efficiency
End-to-end automation removes manual overhead across the capital lifecycle.
Records always current
Every transfer, distribution and document is recorded against the holder register.
Ready to see it on your asset — or your portfolio?
Questions? Reach the desk.