Subscription Workflow

A complete technology solution with support for multiple roles and status tracking

Issuer creates the offering. Content and documents are then added using the platform editing tools.
Admin approves the offering, making it visible to investors.
Investor registers on the portal and initiates the subscription process. Alternatively, an Advisor may complete this step on behalf of the investor.
Investor reviews and signs the subscription agreement.
Broker-Dealer approves the subscription.
Investor is prompted to complete any additional information if needed.
Issuer signs the subscription agreement.