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Ongoing Management of an Offering

The following graphic is a tool for handling various scenarios that can arise while managing an offering.

Trade Status Tracking

Created - Funds are pending to be received in escrow\ Funded - Funds have been received in escrow\ Canceled - Funds were never received in escrow and the investor has canceled their intention to invest (this status is done through the deleteTrade method)\ Unwind Pending - Funds have been received in escrow and a return of funds back to the investor's bank account is pending\ Unwind Settled - Funds have been received in escrow and a return of funds back to the investor's bank account has processed\ Settled - Funds have been sent from escrow to the issuer/sponsor's bank account


API METHODS

createTrade\ deleteTrade

WEBHOOKS

updateTradeStatus\ deleteTrade\ createTrade