Information for Issuers

Answers to common questions and other information for Issuers; Directors, Finance, Legal, Analyst

• Does addy work with Capital Brokers?
• addy requires a signed Letter of Attestation for Court Proceedings
• Federal Business Number is a mandatory field when doing a Public Raise
• As an Issuer how can I download my Corporate Securities Register (CSR)
• How do I access the Directors' Consent Resolutions (DCR) for an issuance.
• Add a new Category and/or Document Label to a Data Room
• How do I add my entity's bank account?
• What documents are required to raise capital for a Public Issuance?
• How do I configure Estimated Distribution Schedule for my issuance?
• Entity Overview Permissions
• Data Room Permissions
• Issuance Permissions
• Transaction Ledger Permissions
• CSR Permissions
• Directors, Officers, and Signatories Permissions
• Distribution Permissions
• Raise Capital Permission
• How to choose sale status and why?
• How does my subscription agreement get automatically created?
• Accountability of the Subscription Agreement
• Understanding Minimum Required Investment
• Is a confidentiality agreement provided by addy?
• Is a subscription agreement provided by addy?
• Is a funds flow agreement provided by addy?
• Is a share certificate provided by addy?
• Is a DCR distribution agreement provided by addy?
• Are director's consent resolutions provided by addy?
• Is a pre-authorized debit agreement (PAD) provided by addy?
• Is a T5 provided by addy?
• Is a T5013 provided by addy?
• Is a quarterly statement provided by addy?
• What documents are provided when I use addy's software?
• What due diligence documents should I provide for a successful Public Issuance?
• How to invite a dealer for a public issuance