Skip to content
← Back to Knowledge Base Guide

Getting Started with Sails.to

Complete onboarding guide for issuers, investors, and brokers

Platform Overview

Sails.to is a compliant platform for issuing, investing in, and distributing security tokens. We combine blockchain efficiency with traditional finance compliance to offer the best of both worlds.

What We Offer

  • Issuers: Tokenize assets, raise capital globally, manage cap tables automatically
  • Investors: Access curated offerings, choose your custody model, receive automated distributions
  • Brokers: Expand your product offering, earn competitive commissions, serve global clients

Key Features

  • Compliant by design: Reg D 506(c) / Reg S framework with full KYC/AML
  • Hybrid custody: Self-custody on Solana or institutional via Clearstream
  • Wyoming DAO LLC: Legal entity recognition with Series LLC protection
  • Secondary trading: Compliant peer-to-peer transfers

For Issuers

Launch a tokenized securities offering in weeks, not months. Here's how to get started:

1

Create Your Issuer Account

Sign up at sails.to/signup and select "Issuer." Provide basic company information to start the process.

2

Complete Issuer Verification

Submit company documentation: formation documents, ownership structure, authorized representatives. Our team reviews within 48 hours.

3

Structure Your Offering

Work with our team to define: asset type, raise amount, token economics, investor eligibility, and geographic scope. We'll set up your Series LLC.

4

Legal Documentation

We provide templates for: Private Placement Memorandum (PPM), subscription agreements, operating agreement. Review with your counsel and customize as needed.

5

Token Deployment

We deploy compliant tokens on Solana with embedded transfer restrictions, whitelist enforcement, and distribution capabilities.

6

Launch & Raise Capital

Your offering goes live. Investors are verified through our KYC process, subscriptions are processed, and tokens are distributed.

Issuer Requirements

  • Registered legal entity (any jurisdiction)
  • Asset with clear ownership/rights
  • Minimum offering size: $500,000
  • Commitment to regulatory compliance

For Investors

Access institutional-quality tokenized securities. Here's your path to investing:

1

Create Your Investor Account

Sign up at sails.to/signup and select "Investor." Provide contact information and country of residence.

2

Complete Identity Verification

Standard KYC process: government ID, proof of address, selfie verification. Typically completed in minutes.

3

Verify Investor Status

US Investors: Provide accredited investor documentation (income/net worth verification or professional certification).
Non-US: Confirm professional/qualified investor status per your jurisdiction.

4

Choose Your Custody Model

On-Chain Form: Connect or create a Solana wallet for direct token ownership.
Bankable Form: Select institutional custody via CrossConversion to Clearstream with ISIN assignment.

5

Browse & Invest

View available offerings, review documentation, and subscribe. Minimum investment varies by offering (typically $150,000+).

6

Receive Tokens & Distributions

Tokens arrive in your chosen custody. Distributions are automated—stablecoin to wallet or cash via custodian.

Investor Requirements

  • US investors: Must be accredited (income $200K+ or net worth $1M+)
  • Non-US: Must qualify as professional/qualified investor
  • Minimum investment: $150,000 per offering
  • Valid government ID and proof of address

For Brokers

Expand your offering with tokenized securities. White-label capabilities and competitive commissions:

1

Apply as a Broker Partner

Sign up at sails.to/signup and select "Broker." Provide your firm details and regulatory status.

2

Due Diligence Review

We verify your firm's regulatory standing, AML policies, and client base. Approval typically within 5 business days.

3

Platform Integration

Access broker dashboard for client management, offering distribution, and commission tracking. API available for deeper integration.

4

Onboard Your Clients

Invite clients to platform. They complete KYC; you manage the relationship. Your branding, our infrastructure.

5

Earn Commissions

Primary: 6% on capital raised through your network (100% to you).
Secondary: ⅔ of 0.5% trading fee on secondary market activity.

Broker Requirements

  • Licensed securities broker/dealer or equivalent
  • Established AML/KYC procedures
  • Professional investor client base
  • Good regulatory standing

Verification Process

Identity Verification (All Users)

Our KYC process verifies you are who you claim to be:

  • Government-issued photo ID (passport, driver's license, national ID)
  • Proof of address (utility bill, bank statement, less than 3 months old)
  • Liveness check (selfie matching ID photo)

Most verifications complete automatically in under 5 minutes.

Accredited Investor Verification (US)

For Reg D 506(c) offerings, we must verify accreditation:

  • Income method: Tax returns or written verification from CPA/attorney
  • Net worth method: Statements showing $1M+ (excluding primary residence)
  • Professional: Series 7, 65, or 82 license verification

Entity Verification

For companies, trusts, and funds:

  • Formation documents
  • Beneficial ownership (25%+ owners)
  • Authorized representative verification

Getting Help

Self-Service Resources

  • FAQ — Answers to common questions
  • Glossary — Key terms explained
  • Documentation — Technical guides and API reference

Contact Support

  • Email: support@sails.to
  • Response time: Within 24 hours (business days)
  • Dedicated support: Available for verified issuers and brokers

Schedule a Call

For issuers exploring offerings or brokers considering partnership, schedule a consultation through our contact page.

Ready to get started?

Create your account and begin your journey with tokenized securities.

Create Account