The Vertalo platform offers support for organizations that assist issuers with their digital securities offerings, including:
- Broker-Dealers
- Registered Investment Advisors
- Capital Advisors
- Deal Packaging Consultants
This type of organization is generically referred to as a “broker” in the Vertalo system, and there are specific capabilities associated with this role. If you fall within the broker category you may use the API to make use of these capabilities. Please refer to the Roles section of the Introduction for additional detail on broker privileges.
Syndication
An issuer may choose to syndicate the fulfillment of a round by inviting brokers to participate. In this circumstance, the broker is effectively a quasi-issuer for that round and can perform certain similar functions to that of an issuer, specifically, creating allocations and distributions.
IMPORTANT: Brokers may not issue shares or tokenize investor holdings; this is a privilege reserved for issuers only.
Please refer to the appropriate sections under Issuer Actions for API details.