Would you like to use our Invest Now Button or our Employee Participation?

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 employee participation is available without the Invest Now button—though employee participation 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 various documents.

4️⃣ Generate Invest Now Button & create vesting plans (Employee Participation)

After onboarding, you can generate your own Invest Now Button and embed it on your website.

If you're using our platform solely for employee participation, 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!