Getting started as a client

What a client workspace is

A client workspace is the company account that runs a raise on Exedra Gate. Everything you create (offerings, data rooms, signing envelopes, evidence packs) belongs to one workspace, and people you invite become members of that workspace.

The product term is "client". Some industry-facing writing calls the same thing an issuer, and several URLs still say /app/issuer/... for that reason. They are the same thing.

The order of work

Finish onboarding at /app/issuer/onboarding. Until a reviewer activates the workspace, raise-affecting actions stay locked. See the onboarding wall page.
Build the offering at /app/issuer/offering. This is the deal page investors read.
Decide visibility per raise: invitation only, or global. See offerings and visibility.
Load the data room at /app/issuer/data-room for the sensitive files.
Invite investors at /app/issuer/investors, or publish globally and let registered investors find the listing.
Send documents for signature at /app/issuer/signing.
Collect the sealed evidence at /app/issuer/evidence.

Where things live

Overview and activity: /app/issuer/overview
Onboarding checklist: /app/issuer/onboarding
Offering builder: /app/issuer/offering
Investors and invitations: /app/issuer/investors
Data room: /app/issuer/data-room
Documents and templates: /app/issuer/documents and /app/issuer/templates
Signing: /app/issuer/signing
Evidence packs and ledger: /app/issuer/evidence
Cap table: /app/issuer/cap-table
Funding record: /app/issuer/funding-record
Team: /app/issuer/team
Plans and usage credits: /app/issuer/upgrade and /app/issuer/credits
Workspace settings: /app/issuer/settings
Personal settings: /app/settings

What Exedra Gate does not do

Exedra Gate is software. It is not a broker, adviser, custodian, escrow provider or trading venue. It does not hold, route or settle investor money, and it does not recommend any offering to any investor.