Documentation

Getting Started

From signup to your first action on the platform — everything you need to get moving with regulated tokenized securities.

Welcome to Sails.to

Sails.to is a regulated platform for tokenized securities issuance, compliance, and broker-mediated secondary trading. It is built as a Wyoming DAO Series LLC — a legal structure purpose-built for on-chain governance of real-world assets. Every offering is a Series. Every participant is cryptographically credentialed. Every action is compliant by default.

This guide walks you through your first minutes on the platform: choosing your role, completing identity verification, and taking your first action. If you want the full architectural picture first, start with the Platform Overview.

What You Need

  • A Solana-compatible wallet (Phantom, Solflare, or any Ed25519 wallet)
  • A government-issued photo ID (passport, national ID, or driver's license)
  • Proof of address (utility bill, bank statement — issued within 90 days)
  • For accredited investors: documentation of income or net worth

Choose Your Role

Every participant on Sails.to holds a role-specific NFT that defines what they can do on the platform. Your role determines which grain you receive and what capabilities are available to you.

Role Grain Provisioned Grain Type What You Can Do
Issuer DAO Manager Station Create Series, launch offerings, manage cap tables, configure governance, execute distributions
Investor Investor Self-Service Instance Browse offerings, subscribe, track portfolio, request CrossConversions, download tax documents
Broker Broker Portal Station View available placements, submit investor subscriptions, manage secondary trading, track commissions
Trustee Trustee Dashboard Station Authenticate CrossConversions, sign reconciliation reports, execute emergency freezes, maintain audit trail
Introducer Introducer Tracking Instance Generate referral links, track introductions, calculate 25% commission share, view pipeline

Station grains are long-lived orchestrators — they manage multiple workflows and participants. Instance grains are per-entity workers — one per investor, one per verification, isolated and sovereign. See the Platform Overview for the full grain architecture.

Step 1: Sign Up & Verify Your Identity

Every participant completes KYC verification before accessing the platform. This is not optional — regulated securities require verified participants. The process spawns a dedicated KYC/Onboarding grain for your verification, ensuring your personal data is isolated at the OS level from the moment it enters the system.

The verification flow is a 10-step process:

  1. Terms acceptance — Review and accept the platform terms of service (scroll + checkbox confirmation)
  2. Email verification — Confirm your email address via one-time passcode
  3. Phone verification — Confirm your phone number via one-time passcode
  4. Document upload — Submit your government-issued photo ID and proof of address
  5. Face capture — Selfie with liveness detection to match against your documents
  6. AI processing — Automated OCR, face matching, and document verification
  7. Risk assessment — Jurisdiction screening, PEP checks, and sanctions list review
  8. Accreditation verification — For Reg D offerings: income or asset documentation
  9. Compliance review — A human compliance officer reviews your application
  10. Approval & credential minting — Your KYC Credential NFT is minted on Solana

Your KYC Credential NFT contains zero personally identifiable information. It encodes only classification flags — investor class, jurisdiction hash, regulatory exemption, verification level, and AML/PEP clearance status. Your actual documents and personal data are encrypted in your grain's journal store, sovereign to you. See the Compliance Framework for the full credential specification.

Step 2: Your Dashboard

Once verified, the platform provisions your role-specific grain. This is your workspace — an isolated, capability-secured environment that only you and explicitly authorized participants can access.

Issuer: DAO Manager

Your central governance hub. From here you create Series within your DAO Series LLC, appoint trustees and paying agents, configure governance rules, and monitor compliance across all your offerings. Routes include a dashboard overview, individual Series detail, governance management, compliance logs, and participant directory.

Investor: Self-Service Portal

Your personal portfolio view. See every offering you hold tokens in, track distributions and yields, request CrossConversions between on-chain and bankable formats, download tax documents, and participate in governance votes. One grain per investor — your data never co-mingles with anyone else's.

Broker: Broker Portal

Your placement and trading dashboard. View offerings you are approved to place, submit investor subscriptions linked to verified KYC credentials, track your 6% placement commissions, and manage secondary OTC trading within compliance rules. White-label configuration is available for branded investor-facing pages.

Trustee: Trustee Dashboard

Your oversight console. View all Series under your trust jurisdiction, authenticate CrossConversions with your Trustee NFT, sign reconciliation reports, and execute emergency freezes when required. Every action you take is logged to an immutable audit trail.

Introducer: Tracking Dashboard

Your referral pipeline. Generate unique referral links, track introductions from first contact through to funded offerings, and monitor your 25% commission share with automated payout reporting.

Step 3: Your First Actions

With your grain provisioned and your credentials verified, here is what to do next based on your role:

Role First Action What Happens
Issuer Create your first offering An Offering grain is spawned — configure token supply, nominal value, pricing, allowed jurisdictions, Reg D/Reg S exemption, and lock-up period. The offering's cap table begins tracking from the first mint.
Investor Browse available offerings Your grain receives Powerbox capabilities from Offering grains you are eligible for — filtered by your jurisdiction, accreditation tier, and the offering's compliance rules.
Broker Review your approved placements Your Broker Portal requests OfferingAPI capabilities from active Offering grains. You can begin submitting investor subscriptions once both you and the investor hold valid credentials.
Trustee Review Series under your jurisdiction Your dashboard populates with all Series that have appointed you as trustee. You can begin authenticating transactions and signing reconciliation reports immediately.
Introducer Generate your first referral link Share with prospective participants. The platform tracks the introduction from signup through to funded offering and calculates your commission automatically.

Authentication Model

Every action on Sails.to passes through four layers of authentication. No single layer is sufficient — all four must agree before any operation proceeds:

  1. Solana Wallet Signature — Proves wallet ownership via Ed25519 cryptographic signature
  2. NFT Verification — Proves role authorization. Your wallet must hold the correct NFT for the action you are requesting
  3. Sandstorm Session — Proves grain access. OS-level isolation ensures you can only reach grains you have been granted access to
  4. Powerbox Capability — Proves inter-grain authority. A claim token becomes a sturdyRef, granting persistent cross-session access to specific capabilities

This is defense in depth — not as a buzzword, but as architecture. Compromise one layer and three remain. See the Authentication documentation for the complete model.

Next Steps

You are on the platform. Your credentials are minted. Your grain is provisioned. Here is where to go from here: