Enter in an Issuer and product to create transactions and track data.

  1. Go to the Issuer Module.

 2. Click Add Issuer.

3.  Under "Add Issuer Profile" complete all fields with as much detail as possible and click Save.

  • There will be some high-level details on the Issuer available for review within the Issuers dashboard.

Creating an Offering:

1. To create an Offering find the new Issuer you created within the Issuers module.

2. Click Add Offering.

3. Complete all offering fields with as much detail as possible and click Save.

 Within the offering you will find summary details on Total $ Invested, Investment Status, Current Market Value, Offering Details, a list of Securities sold, and any offering specific documents and Marketing materials.

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