Adding and Launching a Fund

How to set up your fund on the platform

The process of adding and launching a fund requires completing the following sections:

• Legal Entity Information: Details about the business organization created in association with the fund.

• Fund Information: Basic information about the fund's purpose, goals, and registration.

• Offering Terms: Specifics about the securities being offered.

• Operations Information: Details required for supporting transactions, such as bank account numbers.

Adding a Fund

Using the Portal

To start the process of adding a fund to the platform:

1. Go to the Fund List page.

1. Click Add Fund.

The banner lists the pages you will need to complete.

Using the API

To add a fund to the platform, you'll need to implement the following endpoint:

• Launch New Offering

The payload for this endpoint is reflected by the fields in the following portal pages:

• Legal Entity Information

• Fund Information

• Offering Terms

• Operations Information