Company Onboarding

From account setup to your first tokenized offering live on Solana — three phases, fully guided.

Phase 1 Account & Authentication
Create Account
Register with your email address and set a strong password
Email address Password (12+ chars) Email verification link
Set Up Two-Factor Authentication
Required for every account before you can go any further — scan a QR code with your authenticator app
TOTP authenticator app QR enrolment Recovery codes
Not needed for the demo: two-factor authentication is switched off on this site. You can still turn it on from your account menu.
Every Sign-In: Password + 2FA Code
Both factors must pass on each login attempt
Both pass → Access granted Invalid code → Retry / Account Recovery
Phase 2 Company & Verification
Create Your Company
Set up the company account; you become its administrator and can invite colleagues
Company name Administrator role Team permission levels
Business Information
Provide legal entity details for your investment company
Legal entity name EIN / Tax ID Entity type Formation state & date Registered address LEI (optional)
Beneficial Owners & Principals
Disclose all controlling individuals per FinCEN CDD requirements. Submission is blocked until disclosed ownership totals at least 75%
25%+ ownership stake Control persons 75% total disclosure
Third-Party Business Verification
Review your submission, then hand off to an external verification provider — you'll be redirected to complete it
Government ID scan Liveness check AML / sanctions screen Beneficial owner screening
Compliance Review
Sanctions and jurisdiction screening run first, then a risk score against an attorney-authored ruleset, then an attorney sees anything the rules do not settle. Every decision records the ruleset version it was judged under
OFAC SDN screening UN / EU sanctions Jurisdiction check Automated risk scoring Attorney sign-off
Review Decision
Portal access is granted on approval, and not before
Approved → portal access More information requested Manual review Declined
Phase 3 Configure & Launch
Create Your RWA Offering
Define the asset, the terms, and the exemption you are relying on. The asset classification is written into the token itself, so it has to be complete before anything is minted
Property details Asset classification Reg D safe harbour — 506(b) or 506(c) Target raise & minimum Token supply Offering documents / PPM
Offering Review
Each offering is reviewed on its own terms, the same way the company was — automated checks, then a risk score, then a human for anything unsettled
Company standing Financial terms Offering documents Timeline
Onboard Your Investors
Through the portal or an embeddable widget on your own site. An investor becomes an eligible holder only once identity, accreditation, and wallet ownership are all on file — a 506(c) offering will not accept a self-certified investor
Investor KYC Accreditation & verification level Wallet ownership proof Embeddable widget
Deploy Tokens on Solana — Portal Goes Live
The mint is issued with an on-chain transfer restriction: every token account starts frozen, and a transfer is checked against the holder's credential before it settles. Your cap table, distributions, and investor portal activate with it
Transfer-restricted token On-chain eligibility check Cap table engine USDC distributions Audit ledger NAV tracking — planned ATS connectivity — planned

Create Account

All fields are required for KYC compliance. You will become the administrator of the company account, which you set up after confirming your email.

Full Legal Name
Contact
Address
Password
Minimum 12 characters.

After creating your account you will receive a confirmation email. Confirm it, then sign in.

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