- addy Help Centre
- Information for Issuers
- Private issuance
-
Information for Members
- General
- Distributions
- Fees and Expenses
- Your addy Account
- Exempt Market Dealer/Funding Portals
- Due Diligence
- Taxes
- Referrals
- Adding CAD Funds
- Withdrawing Funds
- USD Funds
- Bank Account Linking
- Eligible Investors
- Real Estate Fund
- Hard Money Loans
- Corporate Accounts
- USA Offerings
- Perks
- EFT Transactions
- Cards
-
Information for Issuers
- Getting started
- Taxes
- Accessing Investor Information
- Distributions
- Public Issuance
- General
- Menu Options
- Automated Emails and Notifications for Investors
- Wallets and Funding
- Closing an Issuance
- Transaction Ledgers
- Private issuance
- Debt Issuances
- The Offering Document
- Subscription Agreement Template
- Perks
- AI Tools
-
Information for Dealers
-
FAQs
-
I need human support
-
Information for Accredited Investors
-
Hard Money Loans
-
addy Intelligence
-
Information for Card Issuers
States for Private Issuance Transactions
As the issuer of a private issuance, you are in control of each transaction via the Transaction Ledger.
Before closing any transactions, you will need to approve or reject them. Here is a summary of the states.
Pending: This is the default state of a transaction after an investor has signed their subscription agreement and is awaiting your action. You will not be able to close on pending transactions.
Approved: Choose this state if you would like to close on this transaction. You can approve multiple transactions and close them as a batch or close individual transactions as desired. Click here to learn more
Rejected: You do not want to process this transaction, or the investor has requested a cancellation. This will return the funds to the investor's account. You will not be able to undo this action.