USER JOURNEYS · A GUIDED TOUR OF THE PLATFORM · NOTHING HERE IS INVESTMENT ADVICE
The platform, one role at a time

Pick a user type. Read their journey. Then go do it.

Every walkthrough below is a complete, followable script for one kind of user — each step says what to do, where to do it, and what the platform should show if it worked. Open the journey on one screen and the real portal on another. Where a step needs a different role to act (a compliance decision, a second signature), the journey names the account to switch to.

Investors

Three tracks, one set of rails — from first signup to income, exits and redemptions.

Issuers

The sponsor side: prove the organisation, list assets, service the live deal.

Console desks

Every operator role, with the maker/checker pairings and step-up moments called out.

HOW TO USE THIS SITE
  1. Pick the user type you want to understand and read their journey top to bottom once.
  2. Open the surface the persona box names (investor portal, sponsor portal, or operator console) and log in as that persona.
  3. Follow the steps in order. The expect line under each step tells you what the platform should show — if it doesn't, something upstream hasn't happened yet.
  4. When a phase says handoff, another role must act: open a second browser window (or a private window), log in as the named supporting persona, do their part, then come back.