Issuer Documentation

Your resource for using the Issuance platform as an Issuer

Introduction

This is the documentation site for Issuers on Issuance. On the left are links to documents and guides. It includes guides on how to create and manage offerings. Click on any of the links to be taken to that documentation page. On the right is a table of contents for the page that is currently open. Click on any of the links to be taken to that section of the page.

Issuer Account

These accounts are used by individuals to login to the Issuance platform to create and manage offerings, maintain an Issuer Profile, and initiate payouts. Each Issuer Account is assigned to an Issuer Profile.

Creation and Login

Details on how to create and login with an Issuer Account.

Settings

Details on how to update the settings and password of an Issuer Account.

Issuer Profile

Issuer Profiles are particular to companies and are used to organize offerings and manage team members.

Onboarding

Details on how to complete onboarding for an Issuer Profile

Manage Offering Team

Details on how to manage the team members of an Issuer Profile

Payouts

Details on how to initiate a payout for an Issuer Profile. This applies to Reg A, Reg S, Reg D 506(b), and Reg D 506(c) offerings

Escrow

Details on how to initiate an escrow close for an Issuer Profile. This applies to Reg CF offerings.

Metrics and API

Analytics

Details on how to access analytics for an offering.

Reporting

Details on how to access investment reports for an offering.

API

Details on how to access the Issuance API for offerings.

Reg A

Creation

Details on how to create a Reg A offering on the Issuance platform.

Investments

Details on how to review, accept, and cancel investments for a Reg A offering on the Issuance platform.

Settings

Details on how to configure settings for a Reg A offering on the Issuance platform.

Reg CF

Creation

Details on how to create a Reg CF offering on the Issuance platform.

Investments

Details on how to review, accept, and cancel investments for a Reg CF offering on the Issuance platform.

Settings

Details on how to configure settings for a Reg CF offering on the Issuance platform.

Reg D 506(b)

Creation

Details on how to create a Reg D 506(b) offering on the Issuance platform.

Investments

Details on how to review, accept, and cancel investments for a Reg D 506(b) offering on the Issuance platform.

Settings

Details on how to configure settings for a Reg D 506(b) offering on the Issuance platform.

Reg D 506(c)

Creation

Details on how to create a Reg D 506(c) offering on the Issuance platform.

Investments

Details on how to review, accept, and cancel investments for a Reg D 506(c) offering on the Issuance platform.

Settings

Details on how to configure settings for a Reg D 506(c) offering on the Issuance platform.

Reg S

Creation

Details on how to create a Reg S offering on the Issuance platform.

Investments

Details on how to review, accept, and cancel investments for a Reg S offering on the Issuance platform.

Settings

Details on how to configure settings for a Reg S offering on the Issuance platform.