Investor Experience

This section provides an overview of what investors see and experience when they visit your offering and go through the investment process. Understanding the investor journey can help you optimize your offering configuration, landing page content, and support processes.

Landing Page

When an investor visits your offering URL, they see a branded landing page with the following elements:

Navigation Bar

The top of the page shows your logo (if uploaded), the offering name, and a button to either log in or view their portfolio (if already signed in).

Hero Section

A visually prominent section at the top of the page featuring:

• The offering name and token details (symbol, type, price per token).

• A live countdown timer showing days, hours, minutes, and seconds remaining until the sale ends.

• A progress bar displaying the total amount raised compared to the hard cap, with a percentage.

• An Invest Now call-to-action button.

The hero section uses your configured primary color as a gradient background.

Key Stats

Three cards below the hero section display the minimum investment, maximum investment, and sale closing date.

Content Sections

The page continues with the content you configured in the Landing Page Builder:

• About this Offering — Your project description.

• Offering Documents — Downloadable documents (prospectus, T&Cs, etc.) with labels indicating if investor agreement is required.

• Links — External resource links (website, litepaper, social media).

• Our Team — Team member grid with photos (or initials), names, roles, and bios.

• Roadmap — A vertical timeline of project milestones showing completed and upcoming items.

Compliance Information

An information box at the bottom summarizes compliance details: whether KYC is required, the cancellation period, and the minimum investment amount.

Final Call-to-Action

A second "Invest Now" button at the bottom of the page encourages investors to proceed.

Investment Checkout

When an investor clicks Invest Now, they enter a multi-step checkout flow.

Step 1: Investment Amount

The investor enters their desired investment amount using a real-time calculator:

• The amount is validated against the offering's minimum and maximum investment limits.

• The equivalent number of tokens is calculated and displayed based on the token price.

• If discount tiers are configured, the applicable discount is shown when the investment amount qualifies. The discounted price per token and the resulting token amount update in real time.

• A summary shows the investment amount, token price (with any discount applied), and the number of tokens to be received.

Step 2: Authentication

The investor signs in or creates an account. Available authentication methods include:

• Email and password — The investor enters their email and password, or registers a new account.

• Privy (social login) — If Privy is configured, the investor can sign in with Google or connect a crypto wallet. Privy automatically provisions an embedded MPC wallet for investors who do not have their own.

Step 3: Investor Details

The investor provides required personal or business information:

For individual investors:

• First name and last name

• Phone number

• Postal address (street, city, state/region, postal code, country)

For institutional investors (additional fields):

• Company name

• Registration number

• Legal form (e.g., GmbH, Ltd, AG)

• Jurisdiction

• LEI (Legal Entity Identifier, optional)

• VAT ID (optional)

• Representative role

If you configured custom AML/suitability questions, they appear on this step as well.

The investor also confirms their wallet address. If they signed in via Privy, their embedded wallet address is auto-filled.

Step 4: KYC Verification

If KYC is required for the offering, the investor completes identity verification through the configured KYC provider:

• Sumsub — An embedded verification widget appears directly within the checkout page. The investor follows the on-screen instructions to upload documents and complete identity checks.

• Blockpass — The investor is directed to Blockpass to complete verification. The system polls for status updates.

The checkout flow waits for the KYC result. Once the investor is approved, they can proceed to the payment step. If rejected, they are informed and cannot continue.

Step 5: Payment

The investor selects a payment method from those enabled for the offering:

Bank Transfer:

• The investor is shown your bank details (bank name, account holder, IBAN, BIC).

• A unique reference code (e.g., OM-1234-ABCD) is displayed prominently with a copy button.

• Clear instructions emphasize that this reference code must be included as the transfer subject line. This is how the system matches incoming bank transfers to orders.

• The order status is set to Pending until the payment is confirmed (either through CSV reconciliation or manual status update by the issuer).

Credit/Debit Card (Checkout.com):

• A secure card payment form is embedded directly in the checkout page.

• The investor enters their card details and submits payment.

• Payment is processed in real time. Upon success, the order is automatically marked as Paid.

Stablecoin:

• The investor is shown a unique deposit address generated specifically for their order.

• The address is displayed with a copy button and a QR code.

• Details include the accepted stablecoins and blockchain networks.

• The system monitors the blockchain for incoming transactions and automatically confirms the payment when received.

Step 6: Confirmation

After submitting their order, the investor sees a confirmation screen with:

• Order reference code

• Investment amount and token amount

• Selected payment method

• For bank transfers: a reminder of the wire instructions and reference code

• For stablecoin: the deposit address and expected amount

The investor also receives a confirmation email with these details.

Document Agreements

If any offering documents are configured to require investor agreement, checkboxes for those documents appear during the checkout process. The investor must check each required agreement box before the order can be submitted.

Portfolio View

Signed-in investors can access their portfolio from the navigation bar. The portfolio page shows:

Wallet Card

• The investor's wallet address (EVM) with a copy button and a link to view it on Etherscan.

• Token holdings aggregated across all paid orders, showing the token symbol, contract address, and on-chain balance (fetched in real time from the blockchain).

• An Export Private Key button (available for Privy-managed wallets) that allows the investor to securely export their wallet's private key through the Privy interface.

Summary Stats

• Total invested amount

• Total number of orders

• Number of paid orders

Order List

Each order is displayed as a card showing:

• Offering name with a link back to the offering page

• Reference code

• Investment amount, token amount, and order date

• Current status badge (Pending, Processing, Paid, Cancellation Requested, Refunded, Cancelled, or Failed)

• Payment method

• For stablecoin orders: transaction hash with a blockchain explorer link, confirmation details, and any flag information

Order Cancellation

If the offering has a cancellation period configured and the order is within the allowed window, a Cancel Order button is shown. The investor can click it to request cancellation. After cancellation, the order status changes and the issuer is notified to process a refund.

Orders can only be cancelled while in Pending status and within the number of days defined by the offering's cancellation period.