Issuer Documentation

This is the documentation site for Issuers on the Issuance platform. On the left are expandable menus to documentation pages on how to create and manage offerings, onboard team members, initiate payouts, and more. Click on any of the links to be taken to that page. Below are links to pages we find are commonly requested by our Issuers.

Jump right in

Platform Self Serve Guide

A Self Serve Guide to introduce you to the Issuance Platform

Onboarding

Complete Onboarding to create and manage offerings on your Issuer Profile

Offering Team

Invite team members to manage your offering

Payouts

Initiate a payout to receive funds from investors for Reg A, Reg S, Reg D 506(b), and Reg 506(c) offerings

Escrow

Initiate an escrow close to receive funds from investors for Reg CF offerings

Changes to the Platform

This is a record of the changes we have made to the Issuance platform over time