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Admin App

Executive Summary

The Admin App is the backbone of digital asset lifecycle management, providing oversight, workflow management, compliance assurance, and operational control for the issuance and distribution of tokenized securities and other digital assets. Designed for lead managers, compliance officers, and platform administrators, the Admin App ensures that every offering is vetted, compliant, and seamlessly executed from inception through investor distribution. With built-in due diligence workflows, SEC EDGAR filing capabilities, smart contract automation, and escrow management, the Admin App bridges regulatory requirements with blockchain automation, positioning it as a critical component of secure and compliant digital asset issuance.

Overview

The Admin App acts as the control center for the creation, approval, and management of digital asset offerings. It provides administrators and lead managers with tools to:

  • Review issuer-submitted offerings.
  • Conduct due diligence.
  • Approve or decline offerings.
  • Select blockchain networks.
  • Generate and deploy smart contracts.
  • Manage escrow accounts.
  • Control listing and lifecycle events on the Investor Portal.

By integrating workflow, compliance, documentation management, and operational control, the Admin App ensures that digital asset offerings are both legally sound and efficiently executed.

Key Capabilities

1. Oversight of Issuer Offerings

  • Tracks all digital asset offerings being created by issuers.
  • Provides real-time visibility into offering setup and issuer progress.
  • Supports issuers with guidance and compliance checks during offering creation.

2. Due Diligence and Review

  • Enables detailed due diligence, including document review, certifications, background checks, and terms of offering.
  • All documents are categorized and organized for efficient review.
  • Facilitates compliance teams in ensuring offerings meet securities laws and regulations.

3. Offering Approval and Decision Control

  • Lead managers can approve offerings, request more information, or decline submissions.
  • Full audit trails capture all administrative actions for accountability.
  • Approval workflows ensure no offering proceeds without compliance clearance.

4. Blockchain Network Selection

  • Lead managers or admins can select suitable blockchain networks for deployment.
  • Digital assets are generated on the network chosen by the issuer, subject to approval.

5. SEC EDGAR Filing

  • Integrated workflows for SEC EDGAR submissions where required.
  • Simplifies regulatory filings by automating document formatting and submission.

6. Smart Contract Automation

  • Automatically generates smart contracts based on issuer-provided offering terms.
  • Deploys smart contracts on approved blockchain networks.
  • Ensures offering terms are codified in tamper-proof, self-executing contracts.

7. Escrow Management (Onchain and Offchain)

  • Supports both offchain (ACH, wire transfers, cards) and onchain (crypto wallets) escrow arrangements.
  • Provides secure custody and disbursement of investor funds.
  • Ensures transparency and compliance with escrow requirements.

8. Investor Portal Control

  • Lead managers or admins control listing of offerings on the Investor Portal.
  • Can list, extend, withdraw, cancel, or close offerings at any stage.
  • Offers real-time lifecycle management of investor-facing offerings.

9. Investment Approval and Asset Issuance

  • Lead managers can approve investor commitments.
  • Accepts both onchain and offchain payments.
  • Issues digital assets to investors in return for invested funds.
  • Supports automation of this process to reduce manual intervention.

Legal Validation

The Admin App, alongside the Issuer Hub, has been analyzed for regulatory compliance by independent legal experts, including Brigard Urrutia Abogados in Colombia. Their review highlighted the App’s capacity to:

  • Enforce KYC/AML requirements.
  • Maintain audit-ready documentation trails.
  • Ensure that due diligence aligns with securities issuance and distribution requirements.
  • Provide frameworks adaptable to regulatory sandboxes and traditional securities laws.

This validation underscores the Admin App’s role as a compliance-focused control layer in digital asset issuance.

Strategic Value

For Lead Managers & Administrators

  • Centralized oversight of all issuer activities.
  • Automated compliance workflows reduce administrative burden.
  • Control over investor portal listings and asset issuance.

For Issuers

  • Support during offering creation and compliance preparation.
  • Transparent and guided approval processes.
  • Streamlined path from offering creation to blockchain deployment.

For Regulators & Legal Counsel

  • Immutable audit trails.
  • Documented due diligence and approval processes.
  • Integration with regulatory filing systems (e.g., SEC EDGAR).

Conclusion

The Admin App serves as the compliance and control layer in the digital securities lifecycle. From due diligence and offering approvals to smart contract deployment and escrow management, it ensures that every offering meets regulatory requirements and operational best practices. Its ability to integrate regulatory filings, manage both onchain and offchain processes, and provide end-to-end oversight makes it indispensable for compliant and efficient digital asset issuance.