Issuance

The infrastructure of trust you can TRUST.  Compliance First standards. Our API-first solution gives you the ability to securely and efficiently manage your back-end investment infrastructure, regardless of your business type.

Schedule a Meeting

UI/UX, Functionality and 
Workflows +

  • Login, Registration for SSO
  • Issuance Process
  • Pending investment tracking
  • KYC Issues
  • Payment Issues
  • Portfolio Tracking
  • Transfers
  • Secondary Market Trading
  • User Profile to meet regulatory requirements

API

  • Restful API
  • Issuance Process
  • Portfolio Tracking
  • Shareholder Communications
  • Social Media
  • CRM
  • GTM
  • SSO
  • Pending Investment
  • KYC Issues
  • Payment Issues
  • Cap Table/SEC-Registered Transfer Agent
  • Secondary Market Trading

Integrated Compliance Desk

  • Manages the KYC and KYP Processes
  • Integrated Payment Rails
  • Integrated Escrow
  • Integrated KoreNode Settlement
  • Issuance Process Integrated
  • SEC-Registered Transfer Agent Integrated
  • Cap Table Integrated
  • ATS Integration

Integrated with SEC-Registered Transfer Agent

  • Manage book of records
  • Manage Transfers
  • Manage Trades
  • K1 Reporting
  • Integrated with KoreNode Settlement
  • Integrated with Compliance Desk
  • Integrated with Cap Table
  • Integrated with ATS

Integrated Cap Table

  • Manage all securities
  • Multi-currency

Integrated DealRoom

  • Manage Raise end to end

All-in-One

Let's Connect!

The purpose-built API and data-model is layered over the top of multiple regulated sub-businesses, abstracting away the complex nuances of alternative assets.