Prepare the offering
Torque connects product configuration, investor requirements, documents, and infrastructure before an offering opens. Issuer owns fund preparation and launch decisions.
A fund is an investment vehicle. An offering defines what investors can buy and the terms of that investment. This stage configures the product and its offering. The investment process applies those requirements to each investor.
Structure the product
- Product configuration: Record the underlying assets, investment structure, legal vehicle, terms, and covenants. The tokenization service describes configurable fund, debt, equity, and real estate structures.
- Financial terms: Set share supply, initial share price, minimum investment, fundraising target, and closing date.
- Evergreen or bounded capacity: Configure ongoing fund participation or a defined share allocation under the product terms.
- Reusable issuance templates: Reuse terms and validation rules across compatible product structures.
- Return model: Select periodic payouts, continuous token distributions, or retained and reinvested yield when the configured contracts support that model.
The tokenization service connects these terms to the product and contract records. The fund model defines the underlying configuration.
Prepare investor access and controls
- Branded investor experience: Configure the investor portal, public product information, and fund identity for the deployment.
- Onboarding design: Configure identity checks, business checks, questionnaires, document requirements, and required consents. These include know-your-customer (KYC) and know-your-business (KYB) services.
- Eligibility requirements: Define applicable investor types, residency, accreditation, suitability, and jurisdiction conditions.
- Ownership controls: Configure lockups, permitted transfers, and share-management rules.
- Investor data room: Organize legal agreements, disclosures, offering materials, marketing content, and supporting asset documents.
- Operating access: Establish the authorized Issuer users, wallet owners, approval responsibilities, and signing handoffs.
Preparing onboarding rules is separate from completing an investor's checks. Each investor completes the required actions during investment execution.
Connect the infrastructure
- Payments and funding: Select approved banking, payment, stablecoin, escrow, and reconciliation services.
- Wallets and custody: Configure the supported wallet, custody, account-provisioning, and transaction services.
- Token contracts: Prepare contract parameters, select the supported blockchain network, and coordinate deployment.
- Connected records: Link the product, documents, share ledger, and on-chain contract records.
- Supporting services: Connect the approved identity, eligibility, electronic-signature, document, notification, hosting, and monitoring services.
Torque supports approved third-party configuration so a deployment can retain existing providers and technical infrastructure. Available services depend on the agreement, jurisdiction, provider capabilities, and required approvals. See interfaces and integrations.
Approve and publish
- Issuer completes the terms, disclosures, investor-facing information, and required documents.
- The responsible owners complete the legal, escrow, wallet-owner, and deployment readiness checks required by the product.
- Issuer publishes the approved product for eligible investors.
Missing documents, incomplete terms, or unresolved approvals keep the product out of publication. A provisioning or deployment failure retains its state and recovery owner. Recovery continues the existing work after the responsible service reconciles the result.
See the launch workflow and fund-manager operations for responsibilities and completion evidence.
Practical value and boundaries
Reusable configuration gives launches a consistent operating foundation. Connected terms, documents, approvals, and ownership records make readiness visible to the responsible team.
Supported structures and return models depend on the deployment. The configuration describes the product's rules and mechanics; it does not guarantee compliance, investment returns, or liquidity. The fund's administrator supplies its approved net asset value (NAV). Issuer records the initial price and maintains subsequent valuations through fund operations.
Enterprise partners can operate their own Torque-based platform within their agreement's scope. See Operator enterprise scope.
Continue to Execute the investment, or return to the Platform overview.