Platform
Investor Portal
An investor interface is a compliance surface. What it shows, when it shows it, and what it makes impossible to skip are regulated questions.
What it changes
- Verification before commitmentIdentity and eligibility are established before a payment reference exists, because telling somebody ineligible where to send funds manufactures a refund obligation out of nothing.
- Terms first, compliance secondA subscription below the minimum is a cheaper and more useful thing to say than a compliance refusal, so terms are checked first.
- Scale-back is explainedAn oversubscribed book is scaled deterministically, and the investor is told what they asked for, what they got, and what is coming back.
What it includes
OnboardingIndividual and business verification with evidence recorded against a named decision.
SubscriptionTerms, eligibility, payment reference and status.
HoldingsPositions, cost basis, lockups and any freeze, stated plainly.
Income and exitDistribution history, redemption requests and their eligibility outcome.
What this deployment does not do
Stated plainly
The investor-facing offering page is not built in this deployment: the issuer side is complete and there is no public subscription view yet.
See it against something real.
Bring an instrument you are actually considering. Structuring it is the only way to judge whether the model fits.