Getting Started for Issuers

This section explains how organizations begin using Stobox 4 to onboard as compliant issuers, activate their operational infrastructure, configure tokenization projects, and prepare for launching security token offerings (STOs).

It provides a complete overview of onboarding requirements, KYB verification, the Operational Vault setup, subscription activation, and project creation.

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Requirements and Pre-Launch Preparation

Before registering on Stobox 4, issuers should conduct internal preparation to ensure readiness for tokenization and regulatory workflows.

Asset Definition

Determine which type of real-world asset will be tokenized:

• Company equity

• SPV shares (e.g., real estate holding company)

• Fund units

• Bonds, notes, or debt claims

• Revenue-sharing or cash-flow rights

• Commodity-backed structures

Capital Strategy

Define the offering’s financial components:

• Target raise amount

• Funding currency (USD, USDC, etc.)

• Expected investor segments (retail where allowed, accredited, institutional)

• Geographic markets

Legal Preparation

Ensure internal stakeholders and documentation are aligned:

• Corporate documents and company records

• Asset ownership or contractual rights

• Legal counsel selection

• Jurisdiction preference for issuance structure

Operational Roles

Identify internal personnel responsible for:

• Managing the issuer dashboard

• Reviewing legal documents

• Operating the vault and approving payments

• Interacting with investors or service providers

Having this information prepared ensures a smooth and efficient onboarding process inside Stobox 4.

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Creating an Issuer Account

To begin, issuers must register an account on the Stobox 4 platform:

1. Access the issuer onboarding page.

2. Provide a corporate email and create a password.

3. Confirm the email.

4. Log into the Issuer Dashboard.

The account initially operates in a restricted mode until verification is completed. Full project creation, contract deployment, and STO tools become available after KYB approval and Operational Vault activation.

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Completing KYB Verification

Stobox 4 requires Know Your Business (KYB) verification for regulatory compliance and investor protection. KYB ensures that only legitimate organizations can issue regulated digital securities.

Information Required

• Legal entity name and registration details

• Jurisdiction of incorporation

• Incorporation documents and certificates

• Proof of business address

• Corporate structure charts

• Shareholder and UBO information

• Board of Directors information

• Verification of authorized representatives

Authorized Representatives

Individuals acting on behalf of the organization must undergo KYC to verify identity and authorization.

KYB Approval

Upon successful verification:

• Issuer account transitions to full operational mode

• The platform unlocks project creation, documentation uploads, and tokenization workflow tools

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Setting Up the Operational Vault (Business Wallet)

After KYB approval, issuers must activate the Operational Vault, which is the financial utility account required for all on-platform blockchain and payment operations.

This vault uses Fireblocks Embedded Wallet technology and is automatically provisioned by Stobox.

Purpose of the Operational Vault

The vault is not used to store tokenized assets or security tokens.

It is strictly an operational account used for:

• Holding stablecoins (e.g., USDC)

• Paying gas fees for blockchain operations

• Executing compliant settlement flows

• Performing distributions (dividends, interest, revenue shares)

• Processing payouts in redemptions or refunds

• Funding STO settlement mechanisms

Tokenized assets, such as STV3 tokens, are held in smart contracts and DID-linked wallets, not inside the vault.

How the Vault Works

• Automatically created during issuer onboarding

• Fireblocks infrastructure secures private signing processes

• No private keys are exposed to the issuer

• Transactions are initiated in the dashboard and signed by Fireblocks

• All transfers undergo compliance validation based on DID rules

Compliance Validation on Every Transfer

Before any payment is processed, Stobox 4 checks:

• Recipient DID status

• Jurisdiction restrictions

• Investor category rules

• AML/KYT indicators

• STO-specific compliance requirements

Transfers that do not meet compliance criteria are automatically blocked.

This ensures regulatory alignment at every financial touchpoint.

What the Vault Cannot Do

• It cannot store security tokens

• It cannot bypass compliance checks

• It cannot execute token transfers (this is handled by STV3 contracts)

The vault exists solely to support operational and financial flows, not asset custody.

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Creating a Tokenization Project

Once the subscription is active, issuers can begin their first project.

Project Creation Steps

1. Navigate to the Projects section.

2. Click Create New Project.

3. Enter core information:

   • Project name

   • Asset category

   • Target raise amount

   • Tokenization purpose

   • Descriptions and internal notes

Project Workspace

Each project includes:

• The Tokenization Framework

• Compliance center

• Legal documentation repository

• STV3 configuration tools

• Investor Portal settings

• STO Module

Projects are independent, allowing issuers to manage multiple tokenized assets simultaneously.

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Workspace Overview Inside the Issuer Dashboard

Once a project is created, issuers work through the following components:

Stobox Tokenization Onboarding Framework

A guided multi-phase process covering:

• Asset definition

• Legal structuring

• Token model and economics

• Rights, restrictions, and distributions

• Jurisdiction decisions

• Compliance rules

Integrated AI assistance provides explanations, suggestions, and validation.

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Documentation & Compliance Uploads

Issuers upload:

• Offering Memorandum

• Subscription Agreement

• Risk disclosures

• Corporate documents

• Asset evidence

Compliance is configured through:

• Jurisdiction controls

• Investor eligibility rules

• Investment limits

• Lock-up and vesting policies

These rules integrate directly with DID and STV3.

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STV3 Token Deployment

When the model and documentation are complete:

1. The platform generates a Token Issuance Specification

2. The issuer reviews parameters

3. The Operational Vault signs deployment

4. STV3 is deployed on-chain

5. Initial token supply is created in the token treasury, not in the operational vault

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Investor Portal Setup

Issuers configure:

• Branding (logo, colors, layout)

• Domain/subdomain

• Public asset pages

• Document previews

• “Coming Soon” or “Live” modes

The portal is how investors discover offerings and onboard.

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STO Configuration

Issuers define:

• Offering phases (private sale, public sale)

• Pricing

• Min/max investment limits

• Eligibility rules

• Accepted payment assets

• Settlement methods

Once activated, the STO begins accepting compliant subscriptions.

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Operations & Monitoring

In live mode, issuers can:

• Track investor onboarding

• Monitor subscriptions

• Approve or reject cases

• Execute distributions via the Operational Vault

• Perform treasury and reporting operations

• Manage tokenholder relations

All financial and token actions follow compliance logic enforced by DID and STV3.

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