During the subscription process, you record investor commitments to purchase asset tokens, confirm purchases through signed agreements and received payments, and complete the process by distributing tokens to investor wallets.
Process flow diagram
The diagram below shows the basic workflow for investor subscribing to an asset:
Process steps
1
Market your asset
Promote your offering to attract investors and generate interest in purchasing your asset tokens.
2
Add investor to asset whitelist
If the investor isn't already included during onboarding, add them to the appropriate whitelist(s) that are authorized for this asset.
3
Create an investment
Create an investment that links the investor, asset, token amount, and destination wallet for the intended purchase.
4
Receive payment
Receive and confirm payment from the investor for the agreed investment amount.
5
Confirm investment
Mark the investment as confirmed once all preconditions are met and necessary processes are complete, indicating it's ready for token distribution.
6
You initiate distribution of tokens
Start the token transfer process from your treasury wallet to the investor's wallet.
7
Receive distribution confirmation
Get confirmation that tokens were successfully distributed to the investor.
Once distribution is confirmed, the investor holds tokens in their wallet and the asset moves into the servicing phase. The following sections provide detailed guidance for each step and implementation requirements.
