How it works
From mandate to maturity.
A single sequence for managers, investors and operators. Each step has a view, a data event and a compliance state.
01 · Define the strategy
- Manager view
- State the mandate, asset types and what the product will not do.
- Investor view
- Read an objective that does not imply a guaranteed outcome.
- Operations view
- Open a product workspace before any document is circulated.
- Data event
- Mandate draft created
- Compliance state
- Promotion rules not yet engaged
The Vault becomes the digital operating record of the investment.