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DocumentationInvestor guide

Getting started

Investor guide

Follow an asset from discovery and document review to purchase and your portfolio.

The app currently runs on Solana mainnet.

Before your first purchase

  1. 01 · Explore the market

    Browse assets, open sales and funded OTC offers. Open an asset to review its issuer and available share classes.

  2. 02 · Read the documents

    Review the selected issuance's rights, terms and disclosures. Use the asset guide when you need context for its rights.

  3. 03 · Connect your wallet

    Connect a Solana wallet using the app's wallet control. Buying tokens does not require identity verification unless the class is KYC-gated. A KYC-gated class requires an approved investor passport, shown in Portfolio. Complete KYC before requesting conversion of tokens you own into company shares. Physical delivery also requires KYC.

  4. 04 · Review a purchase

    Review the units, payment token, price and whether the class is KYC-gated. For a primary sale, read and accept the displayed document version before signing; the purchase records its version and file hash.

Read the risk disclosure and the selected issuance's documents before deciding to participate. The legal structure guide explains where the documented rights are defined.

After a purchase

Use Portfolio to review your holdings and transaction history. If recording is pending, use the saved transaction receipt to retry the record instead of repeating the payment.

Need help with a specific asset or workflow?Contact the team

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