This guide explains how to invest in securities offerings on CapSign.
CapSign account created
KYC verification completed (identity verified through Persona)
USDC in your wallet for investment
Accreditation attestation (if investing in 506(c) offerings)
Navigate to Offerings
Filter by asset type, minimum investment, etc.
Click on offering to view details
Review:
Token information
Price per token
Minimum investment
Compliance requirements
Legal documents
Issuer information
Before investing, ensure you have:
✅ KYC verification complete
✅ Accreditation attestation (if required)
✅ USDC in wallet (at least minimum investment amount)
✅ Subscription agreement reviewed
Click Invest button
Enter investment amount (in USDC)
Review terms
Sign subscription agreement (with Face ID/Touch ID)
Confirm transaction details
Authenticate with biometrics
USDC transferred to offering contract
Investment pending issuer countersignature
Issuer reviews your investment
If approved, issuer countersigns
Tokens automatically issued to your wallet
If rejected, USDC refunded
When your investment is countersigned:
Tokens appear in your wallet
New lot created with your investment details
You receive confirmation notification
Q: How long until I receive tokens? A: Depends on issuer. Typically within 24-48 hours of investing.
Q: What if I'm not accredited? A: You can invest in 506(b) offerings (up to 35 non-accredited allowed) but not 506(c).
Q: Can I invest from outside the US? A: Yes, in Reg S offerings designed for non-US investors.
Q: What if issuer rejects my investment? A: Your USDC is automatically refunded.
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