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Continuous Monitoring & Accountability

Active oversight mechanisms that protect investors and ensure issuers deliver on their commitments.

Issuer Monitoring

Ongoing monitoring of issuer financial health, milestone delivery, and covenant compliance throughout the security lifecycle.

Reporting Requirements

Mandatory quarterly reporting from issuers. Financial statements, operational updates, and material event disclosures per offering memorandum terms.

Dispute Resolution

Established procedures for investor complaints and disputes. Escalation paths and arbitration mechanisms built into offering terms.

Early Warning System

Automated monitoring of payment schedules, covenant triggers, and issuer communications. Proactive investor alerts.

Trust Indicators

Each CrossSecurities offering displays verified trust indicators:

  • Audited: Financial statements verified by independent auditors
  • CPA/Big Four: Level of auditor credentialing
  • PPM: Private placement memorandum filed or delivered
  • Regulated: Issuer operates in regulated industry or jurisdiction
  • Collateralized: Security backed by pledged assets

Governance Framework

CrossSecurities offerings include governance provisions protecting investor rights via smart contract enforcement:

  • Bondholder voting on material changes
  • Information rights and inspection provisions
  • Default triggers and remediation procedures
  • Transfer agent and paying agent appointments
  • Trustee oversight on every offering

Multi-Party Controls

No single person can make critical changes unilaterally—not the issuer, not the platform, not anyone:

  • Multiple approvers required: Sensitive operations need sign-off from independent keyholders
  • Recorded decisions: Every approval is logged with an immutable audit trail
  • Separation of duties: The people who propose changes aren't the same people who approve them

This isn't bureaucracy for its own sake. It's protection against insider threats, compromised accounts, and honest mistakes.

Learn More About Investor Protection

Understand how our oversight framework protects your investment.

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