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Platform Lifecycle
Every offering follows the same lifecycle so teams can coordinate with predictable status transitions.
1. Intake
Issuer submits application data, documentation, and operational requests.
2. Diligence
Operators and professionals validate legal, financial, and technical assumptions.
3. Structuring
Template terms, controls, and payout logic are configured for the approved case.
4. Compliance Review
KYC/KYB and risk controls are verified before publication.
5. Issuance
Offering goes live for eligible investors under defined constraints.
6. Subscription & Settlement
Investor commitments move through payment, confirmation, cancellation, and refund states.
7. Servicing & Reporting
Distributions, events, and final exits are managed with full audit history.
Role Handoffs
- Issuers and professionals own evidence creation during intake and diligence.
- Operators own stage advancement and review policy checks.
- Investors enter primarily at issuance and subscription stages.
- Admins oversee controls and intervene on escalations across all phases.