Would you like to use our Invest Now Button or our Token Options Plan (TOP)?
Here is the procedure to onboard with Tokenize.it.
1️⃣ Sign the order form
To use Tokenize.it, first select one of our products and sign our order form. This will grant you platform access. Note that our Token Option Plans (TOP) are available without the Invest Now Button, though TOP fees apply.
2️⃣ Schedule an onboarding call
Book a session with our Customer Success team. We'll walk you through the process and share effective marketing strategies to reach your target audience while staying compliant with regulations.
You'll receive access to product guides and resources. Book your onboarding call now!*
*Only after signing the order form. You don't have an order form yet? Make an appointment with our sales department!
3️⃣ Log in to our platform
Access our web app through the green login button at the top right of our website. The platform will guide you through the onboarding process. Have your ID ready for the KYC check and prepare the required documents.
4️⃣ Generate Invest Now Button & create vesting plans (TOP)
After onboarding, you can generate your own Invest Now Button and embed it on your website.
If you're using our platform solely for Token Option Plans, you can start right away. Create individual vesting plans and share them with your employees via a link—it's that simple!
5️⃣ Activate community
Build momentum by engaging your community and promoting your investment campaign. You'll learn effective strategies during the onboarding session!
6️⃣ Receive and complete investment offers
Process investment offers through your Invest Now Button—either send private offers or automate closings for Public Fundraising. Always be raising!
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