Funding Portal
The Akemona technology platform supports digital securities (tokens) as well as traditional book-entry securities.
Investor Portal
Primary Marketplace enables investors to review deals and make offers/investments. Access to the primary marketplace is configurable as a walled garden (for accredited and institutional investors) or for public access for Regs A, CF, and D/506(c).
Investor Portal has the following capabilities:
- Review deal terms and deal documents and perform due diligence.
- Register as a non-accredited, accredited, or institutional investor.
- Create investor accounts onchain (with-wallet) or offchain (walletless).
- Register onchain non-custodial wallet for KYC/AML.
- Register onchain wallets at Fireblocks or other custody solutions through WalletConnect.
- Receive invitations to invest through email.
- Make investments/offers
- Send payment onchain or offchain (onchain/offchain payments are seamlessly integrated).
- Receive tokenized or walletless certificates of investment.
- Track the status of all investments/offers in the Investor Dashboard.
- Receive messages during all stages of the transaction.
- Cancel investments before the close in compliance with regulations.
- Receive a refund of payment upon cancelation of investment.
- Request replacement of lost tokenized securities.
Issuer Portal
Issuer Portal is an offering preparation and launch tool for digital (tokenized) securities. It helps an issuer and its advisor prepare deal terms in an organized and regulatory-compliant format in collaboration with all parties.
The issuer portal has the following capabilities:
- Configure regulations - supports Regulations A, D/S, CF and ‘40 act companies. It is configurable to support 144a offerings, which are currently set up as “Other.”
- Create offerings and prepare deal terms for distribution to the buy-side with deal management tools.
- Generate offering documents and regulatory filings automatically.
- Maintain a permanent record of deal terms onchain as well as in a secured document repository.
- Set up a virtual data room for sharing documents with investors.
- Generate smart contracts automatically based on deal terms.
- Distribute to the buy-side under regulations and the terms of the offering.
- Track transaction progress and send emails at all stages of the transaction.
- Track offers and investments - Issuer Portal seamlessly integrates with the Lead Manager/Administrative Interface, Primary Marketplace, and OnchainTA transfer agent for tracking of offers and investments and post-subscription support.
- Create an audit trail of all deal terms.
- Obtain real-time information from Issuer Dashboard.
- Test the Waters before the creation of an offering to measure investor interest.
- Create and issue investor perks as NFTs or ERC-20 tokens representing assets, e.g., carbon credits.