Investor How-Tos
How-to guide for common Investor 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.
Subscription orders
As a KAIO platform investor, on the products page you can see the list of funds and their instruments that you are allowed to access. You can use the button Investor of one of the fund's instruments to create a new subscription order. At this point, you must input the amount of the order and read and agree on the subscription details.
By clicking the button Create Order you will initiate your subscription order transaction. Now you can review your order request and cancel or confirm it. Once the order is confirmed the KAIO Platform will automatically generate the subscription agreement document filled out with all the information related to the order transaction. At this stage, you should also receive this document in your email address. Make sure to sign the document to proceed with the order request. Once the subscription order has been signed you should be able to see the latest version of this document with your signature on the transactions page. At this point, your request must be approved by the Fund Admin before being able to proceed with further steps.
Sign Creations of Orders
As an investor, you will receive an email whenever an Order is confirmed. This email contains the link to the Agreement Contract, which you must sign using DocuSign so the Subscription or Redemption Order can be reviewed and locked.
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