Placing an investment

How do investors commit into investing into asset?

What is an investment?

Investments API

An investment represents an investor's commitment to purchase a specific amount of your asset tokens on the primary market. It tracks the complete journey from initial commitment through payment confirmation to final token distribution.

Each investment record combines four key elements: the investor, the asset they're purchasing, the token amount, and the destination wallet for distribution.

How is an investment defined?

The main properties of the investment include:

Property	Meaning	Example
External reference	Your system's identifier for easier reference	<any sort of ID used in customer's system>
Amount	Token quantity to purchase (integer based on asset decimals)	"200000"
Wallet	Investor's wallet for token distribution (among verified wallets)	"635861d4-eeef-47c2-9f6f-82c35081cf7a"
Chain	Blockchain network	"Liquid"
Contract number	Investment agreement reference, if applicable	"ABD123"
Contract date	Investment agreement signing date, if applicable	"2025-02-03"
Status	Current investment stage: Reserved, Confirmed, In Distribution, Distribution failed or Distributed	"Confirmed"

Prerequisites for placing investments

Before an investor can place an investment, these conditions must be met:

• Investor is active and has verified status

• Investor is included in the asset's whitelist

• Investor has at least one active verified wallet attached

• Asset is issued on-chain and active

• Sufficient tokens in treasury

Confirming an investment

Depending on your workflow requirements, you can use either a single-step or multi-step investment process:

Multi-step approach:

1. Create the investment record (status: Reserved)

2. Complete required steps such as payment processing and agreement signing

3. Confirm the investment (status: Confirmed)

Single-step approach: Create investments directly in confirmed status if you only enter data after all requirements are fulfilled.

Only confirmed investments can proceed to token distribution, giving you control over the timing and conditions for completing transactions.