Kick-Off Call Program Overview
Welcome to the Kick-Off Call! During this session, we'll guide you through various processes and tools to ensure a smooth onboarding experience and successful launch of your project.
Please ensure you have a computer with screen-sharing capabilities and access to a WalletConnect-compatible wallet. You can choose any compatible solution, but the easiest option is to install the MetaMask extension in your web browser and generate a MetaMask wallet address.
Here's a detailed breakdown of what we'll cover:
- We will start by explaining our clients onboarding journey from the contract signature to the release to production.
- We will walk you through the Tokeny KYB Onboarding Procedure. This step is crucial to ensure that all necessary legal and compliance checks are completed for your business before launching any tokens in production.
- You will be provided with access to the testing portals (Servicing & Investor App).
- First steps into the Servicing Platform
- Discover your best friend at Tokeny the "Assistance Hub"
- Get familiar with the process of token deployment
- We'll explain the concept of "token claims" in case you wish to have several tokens sharing the same eligibility criterias (investor whitelist).
- Add a first agent for managing your tokens and investor activities.
- First steps into the Investor App (https://yourissuername-investorapp-testing.tokeny.com/auth/sign-in)
- Qualify a first investor
- Make your first token subscription
- Discover the Billboard and the different types of transfers: simple, DVA (delivery versus agreement), and DVD (delivery versus delivery)
- Learn the purpose of the "Qualification Module" and "Subscription & Redeem" forms
- We will explain how to leverage SumSub and DocuSign integrations (if applicable)
- Finally, we will outline the steps for moving from the testing phase to production, ensuring you're fully prepared to launch your tokens and begin engaging with investors in a live environment.