How do I add a business profile?
You can add and update your Business Profile on the My Business page, Business Profile tab. Your Business Profile should
Category: Issuer
Issuer offering onboarding guidelines
Please view the Issuer onboarding checklist of the information that you should prepare to successfully onboard. Objective iownit has
How do I revoke lead investor status?
Navigate to My Business > Offerings tab > Offering > Investors section > Investors table, click the “…” icon next
How do I designate an investor as lead?
Lead investors are intended to show other investors that a well-known or established investor, preferably knowledgeable in the field, is
How do I approve an investor as lead?
You can approve an investor as lead from My Business > Offerings tab > Offering > Investors section > Request
How do I finish an offering?
An Offering is automatically finished if: The end date is exceeded Maximum investment amount is subscribed To finish an
How do I mark an investment as received?
For non-contingent offerings utilizing the issuer’s bank account, an issuer will need to mark investments as received so that Ops
How do I report a transaction failure?
Non-contingent offerings that utilize an issuer’s bank account can report transaction failures for funds not received. Navigate to My Business
How do I cancel an investment?
Navigate to My Business > Offerings tab > Offering > Investors section > Investors table, click the “…” icon next
How do I create my first offering?
Navigate to My Business > Business Profile and add Business Profile, as well as your contact information for investors to
