Ongoing Platform Operations

You Focus on the Assets. We Run the Infrastructure.

Your tokenized offering is live. Investors are subscribing. Distributions need processing. Compliance needs monitoring. The platform needs someone managing it day to day. That is what we do.

Talk to Us About Operations

Everything That Happens After Launch

Launching a tokenized offering is the beginning, not the end. Investors onboard. KYC verifications need processing. Distributions need calculating and paying. Compliance records need maintaining. Transfer requests need reviewing. Cap tables need updating. Regulatory reporting needs filing.

Most sponsors do not want to hire a team to manage blockchain infrastructure. Most fund managers do not want their operations staff learning smart contract administration. We handle all of it on a predictable monthly retainer.

Investor Lifecycle

From the moment an investor registers on the portal to the day they exit, we manage every operational touchpoint.

What this includes:
  • New investor onboarding and KYC/AML processing
  • Accreditation verification and re-verification
  • Subscription processing and token issuance
  • Investor communications (welcome packages, quarterly updates, distribution notices)
  • Investor inquiries and support
  • Transfer and redemption processing when applicable

Distributions

When it is time to pay investors, we calculate distributions according to the terms of the offering, prepare the payment instructions, process the on-chain transactions, and update the cap table. All documented, all auditable.

What this includes:
  • Distribution calculation per the offering terms (coupon, profit participation, waterfall)
  • Payment processing coordination
  • On-chain distribution execution
  • Investor notification and statement generation
  • Tax reporting support (K-1 coordination, 1099 preparation as applicable)

Compliance

The compliance infrastructure we built during implementation does not manage itself. Transfer rules need monitoring. Regulatory filings need updating. Audit trails need maintaining. BD reports need generating. We keep the compliance engine running.

What this includes:
  • Ongoing compliance rule monitoring and enforcement
  • Transfer restriction management and exception handling
  • Regulatory filing support (Form D amendments, blue sky updates)
  • BD compliance reporting and audit trail generation
  • Annual and quarterly reporting packages
  • Regulatory change monitoring and platform updates as needed

Platform Administration

The underlying technology infrastructure needs ongoing maintenance, security monitoring, and periodic updates. Smart contracts do not need patching, but the portal, the KYC integrations, and the payment rails do.

What this includes:
  • Platform uptime monitoring and incident response
  • Portal content and document updates
  • KYC provider integration maintenance
  • Security monitoring and access control management
  • Platform upgrades and feature updates as they become available
  • Data backup and disaster recovery management

Need Operations Support?

Tell us about your live offering and we will scope an operations engagement. Predictable monthly cost. No surprises.

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