Ongoing Management of an Offering

The following graphic is a tool for handling various scenarios that can arise while managing an offering.

Trade Status Tracking

Created - Funds are pending to be received in escrow
Funded - Funds have been received in escrow
Canceled - Funds were never received in escrow and the investor has canceled their intention to invest (this status is done through the deleteTrade method)
Unwind Pending - Funds have been received in escrow and a return of funds back to the investor's bank account is pending
Unwind Settled - Funds have been received in escrow and a return of funds back to the investor's bank account has processed
Settled - Funds have been sent from escrow to the issuer/sponsor's bank account


API METHODS

createTrade
deleteTrade

WEBHOOKS

updateTradeStatus
deleteTrade
createTrade


What’s Next