Investor Portal
A white-label app for investors: onboard, invest, hold, trade and get paid.
What it does
Most investors will never see a contract address, and should not have to. This is the application they do see: they verify once, review an offering and its documents, subscribe, hold their position, trade where a venue permits it, and receive distributions — under the issuer’s own brand rather than ours. The portal is a front end over the same modules the platform already exposes, so what an investor sees and what the register holds cannot drift apart. In development.
How it works
The Investor Portal is the investor’s side of the platform. KYC & KYB verifies them, the Issuer Console is the other side of the same offering, and Investor Reporting produces what they receive.
Select a step to replay it. Hover to pause.
Step 1 of 3: Onboard. An investor verifies once and the credential is reusable across every offering on the platform.
Key capabilities
Onboard and verify once
Verification is reusable, so a returning investor does not start again for each offering.
Subscribe and hold
Subscription, allocation and holding are one flow rather than three disconnected systems.
Trade where permitted
Secondary transfers appear where a venue and the token’s rules allow them, and nowhere else.
Receive distributions
Payments and statements reach the investor without a separate process.