Your First Issuance¶

Overview¶

Creating your first token issuance on Bridge is a streamlined process designed to guide you through each step while ensuring compliance and proper structuring.

Prerequisites¶

Before starting your first issuance:

Entity Setup: Legal entity structure established
Documentation: Core legal documents prepared
Compliance Framework: Jurisdiction requirements understood
Asset Information: Clear understanding of what you're tokenizing

Step-by-Step Process¶

1. Asset Configuration¶

Define your asset parameters:

Asset Type: Select from available tokenization models
Value Structure: Set initial valuation and pricing
Token Supply: Determine total supply and distribution
Rights & Benefits: Define token holder rights

2. Legal Structure¶

Configure the legal framework:

Entity Selection: Choose appropriate legal wrapper
Jurisdiction Setup: Configure based on local requirements
Document Upload: Add formation documents
Compliance Rules: Set transfer and holding restrictions

3. Token Parameters¶

Define technical specifications:

Token Standard: Select appropriate blockchain standard
Smart Contract: Review and customize contract parameters
Distribution Model: Set vesting and lock-up periods
Transfer Rules: Configure compliance restrictions

4. Investor Configuration¶

Set up investor parameters:

Eligibility Criteria: Define investor requirements
Minimum Investment: Set investment thresholds
Maximum Holders: Configure holder limits
Geographic Restrictions: Set jurisdiction-based rules

5. Compliance Setup¶

Configure compliance requirements:

KYC/AML: Set verification requirements
Accreditation: Define investor qualification needs
Documentation: Required investor agreements
Reporting: Configure compliance reporting

Testing Your Issuance¶

Sandbox Environment¶

Before going live:

Test Configuration: Review all settings
Mock Transactions: Run test investments
Compliance Checks: Verify all rules work correctly
Document Flow: Test document generation

Pre-Launch Checklist¶

[ ] Legal structure finalized
[ ] Compliance rules configured
[ ] Smart contracts reviewed
[ ] Investor documentation ready
[ ] KYC/AML providers integrated
[ ] Transfer agent setup complete
[ ] Cap table initialized
[ ] Communication templates created

Launch Process¶

Going Live¶

Final Review: Complete all checklist items
Legal Sign-off: Obtain necessary approvals
Deploy Contracts: Launch smart contracts
Open Subscription: Enable investor access
Monitor Activity: Track initial investments

Post-Launch¶

After successful launch:

Monitor investor onboarding
Track compliance status
Review transaction logs
Generate required reports
Communicate with investors

Common Configurations¶

Equity Tokens¶

Typical equity token setup:

Corporate entity structure
Share class designation
Voting rights configuration
Dividend distribution setup

Debt Instruments¶

Debt token configuration:

Interest rate parameters
Payment schedules
Maturity dates
Default provisions

Fund Tokens¶

Investment fund setup:

NAV calculation methods
Subscription/redemption rules
Fee structures
Distribution waterfalls

Best Practices¶

Planning¶

Start with clear objectives
Understand regulatory requirements
Prepare all documentation early
Test thoroughly before launch

Compliance¶

Over-document rather than under-document
Set conservative transfer restrictions initially
Build in flexibility for future changes
Maintain clear audit trails

Communication¶

Keep investors informed throughout
Provide clear documentation
Set realistic timelines
Be transparent about the process

Support Resources¶

Getting Help¶

Technical documentation
Compliance guides
Legal templates
Support team contact

Training Materials¶

Video walkthroughs
Interactive tutorials
Best practice guides
Case studies

Next Steps¶

After your first successful issuance: