Quick Start Guide

Schedule a call with our team to discuss your use case, regulatory requirements, and platform needs. We'll help determine the best structure for your tokenization project.

• Discuss asset type and structure
• Review jurisdictional requirements
• Define compliance framework
• Review timeline and pricing

Create your admin account and complete institutional KYC verification. We'll set up your organization profile and configure initial settings.

• Create admin account
• Complete institutional KYC
• Set up organization profile
• Configure team members and roles

Work with our team to configure your platform settings, compliance rules, and integrations.

• Configure KYC/AML provider
• Set up payment processors
• Define transfer restrictions
• Configure blockchain network
• Set up white-label branding (optional)

Create your first tokenized deal using our multi-step wizard. Define terms, upload documents, and configure token economics.

• Define deal terms and structure
• Upload legal documents
• Configure token supply and pricing
• Set investor limits and restrictions
• Create deal page and FAQs

Review everything with our team, deploy smart contracts, and launch your offering to investors.

• Final compliance review
• Smart contract deployment
• Investor onboarding opens
• Begin accepting investments
• Monitor dashboard and analytics