Leon Stamm
Articles
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Referrals
Path: "Marketing tools" > Referrals Managing Referrals If you want to allow your investors to refer friends, you can set this up in the backend. To do so, you need to configure the appropriate sett...
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Affiliate Management
Path: "Marketing tools" > Affiliate Management Affiliates Through the "Marketing Tools" menu on the left side of the blue sidebar, you can access the "Affiliate Management." Here, you will find an ...
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Secupay
Path: "Payments" > "Secupay" Note: If you have chosen "alternative financial instrument" as your financial product, for instance, if you offer subordinated loans, you can integrate the trustee secu...
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Overview identifications
Path: "Investors" > "Identifications" Through the "Investors" section in the left-hand blue sidebar, you can access the "Identifications" tab. In this list, you'll find all investors who still requ...
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Where can I find the uploads of my investors?
Path: "Investors" > Uploads Note: The following view displays completed but not yet verified uploads, as well as missing documents per investor. Missing documents can also be manually uploaded in t...
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How can I publish an issuance on portagon next?
To do this, go to the emission overview and click on "edit". Here, you can unlock the emission for the marketplace and add additional information. The details you provide here are not binding.
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What is an issuer?
In the financial industry, an issuer refers to a company that issues securities to the public. However, issuers can also include governments, public authorities, or other institutions that issue se...
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What is an emission?
An "emission" refers to the initial issuance of a specific number of securities by a securities issuer (issuer). It is the first offering of these securities to the public or to a specific group of...
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Limited Partner (LP)
Ein Limited Partner (LP) im Zusammenhang mit privatem Beteiligungskapital oder Risikokapital ist eine natürliche oder juristische Person, die Kapital in einen Fonds einbringt, sich aber nicht an de...
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Fund
A fund is a pooled investment vehicle that raises capital from multiple investors to invest in a diversified portfolio of assets. Usually, a professional investment manager oversees the administrat...