An investment offering goes through these phases: preparation → release process → release (investors sign) → payments → closing. This article covers preparation and release.
1. Mandatory fields
Offering name
Securitization vehicle (issuing vehicle)
Country and company
Offering type (e.g. venture, equity)
Minimum and maximum investment amount
Investment terms
Legal documents (see below)
2. Allowed investor types
By default, an offering is only open to professional investors. If non-professional (private) investors should also be able to invest, add this investor type before the release.
3. Inviting investors
By e-mail: in the Investors section, click "Add investor" and enter the investor's e-mail address.
From your Investor CRM: select investors already saved in your CRM, click "Invite to Offering" and choose the offering.
Via invitation link: click "Add investor" and then "Copy invitation link". Investors who register or log in via this link are automatically added to the offering.
Notifications: invited investors receive an e-mail. If the offering has not yet been released, they are invited to register so that they can complete their onboarding in advance; they can see the offering as soon as it is released. Changes to an investor's terms do not trigger a notification.
4. Investment terms and allocations
Each offering needs at least one investment terms group (default terms). You can create several groups and assign investors to them. In the "Investor Allocation" section you define how much each investor can invest – individually or for a whole terms group.
Brokerage fee – a fee (e.g. 2%) added on top of the investment amount; it increases the amount the investor pays.
Hurdle rate – the minimum annual return investors receive before a performance fee applies.
Performance fee – the share of profits above the hurdle rate that goes to the issuer or manager.
5. Legal documents
Before the release, upload the relevant legal documents, for example the offering memorandum, the convertible loan agreement (if applicable), the subscription agreement and the terms and conditions.
6. Release process
Click "Start Offering Release Process". From this point on, the core terms are locked – see "Changes to an offering after release".
The platform checks that all mandatory fields are complete.
You define the Securities Issuance Agreement (e.g. token name and security details).
The Brokerage Regulatory Approval is granted – the confirmation by our licensed partner that the offering may go live. This usually takes about 24 hours.
7. Release
Once all requirements are met, click "Release". The offering is then visible to all invited investors, who are notified by e-mail and can sign it.
Next: "Managing investor commitments and payments" and "Closing an offering".