Fund Admin How-Tos
How-to guide for common Fund Admin flows
Log In
To access the KAIO platform you should log in using your email and password. Then you will also have to provide your one-time token to pass the two-factor authentication.
Review Orders
On the transactions page, as a fund admin of the KAIO platform, you can check the pending order requests from the investors on your fund instruments. For each of these pending requests, you can check the agreement document with the investor's signature and accept or reject the order request.
If you approve the order request then you can also vote together with the other admins of the fund to settle the order. Once the number of votes reaches the settle threshold the transaction will be settled.
Grant Fund Access
The page fund whitelist helps you to handle the incoming requests from investors for accessing one of your funds. Here you can also specify which instruments in the fund they can access.
Export Holdings Information
The page holdings gives you an overview of the current holdings and past settlements of the investors who subscribed to your fund's instruments. This page offers you the possibility to download these data by clicking the download button at the top of the list.
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