Leon Stamm
Articles
-
How do I create and modify the digital subscription process?
Path: "Settings" > "Platform" > Investment Process Basic Settings In the first step, you can configure settings related to investment amounts, the funding closing process, and the deposit informati...
-
Investment portal
The Investment Portal is the digital gateway for your investors to access all information related to your products. By registering an account, either through your website or directly in the subscri...
-
How do I delete an admin?
Path: "Administration" > Choosing the Admin Through the menu option "Administration" in the blue sidebar on the left, you will find an overview of all administrators assigned to the platform under ...
-
What is an issuer?
In the financial industry, an issuer refers to a company that issues securities to the public. However, issuers can also include governments, public authorities, or other institutions that issue se...
-
What is an emission?
An "emission" refers to the initial issuance of a specific number of securities by a securities issuer (issuer). It is the first offering of these securities to the public or to a specific group of...
-
Which data can be exported?
Pfad: "Data management" Via the menu item Data Management in the blue sidebar on the left, you can export data concerning investments, as well as Marketing Tools and other insightful date. The expo...
-
How can I create a new admin?
Path: "Admins" Under the "Admins" menu in the blue left sidebar, you can find an overview of all administrators assigned to the platform under "Admins." You can also grant additional individuals ac...
-
How do I create a new platform document?
Path: "Settings" > Documents In the "Settings" - "Documents" section, you upload platform-related documents, i.e., documents that are not specific to a particular emission. These could include Gene...
-
Overview investments
Path: "Investments" Under the "Investments" menu, you will find an overview of all made investments. Here, you can view the status of the investments and other details related to each individual in...