How it works

A simple operating flow for private markets.

Monolith connects issuer operations and investor access through a repeatable sequence: onboarding → rules → issuance → operations → controlled liquidity.

Issuer workflowInvestor accessControls & audit trail
In one view

What gets standardized

Your team runs the same cadence across offerings, updates, and liquidity events.

Onboarding readiness
Artifacts, roles, approvals, and routing.
Eligibility gates
Rules applied consistently across participants.
Doc center
Versioning, access control, and auditability.
Liquidity windows
RFQs + time-bound windows, with logs.

Flow

The lifecycle

The same flow that reduces friction: fewer unknowns, clearer responsibilities, and cleaner handoffs.

01
Onboard the issuer
Issuer

Collect core materials, assign roles, and define the operating perimeter for an offering.

02
Configure rules & access
Shared

Define eligibility and transfer constraints so access stays predictable for all parties.

03
Run issuance & documentation
Issuer

Centralize documents, updates, and key disclosures with traceable changes.

04
Enable investor access
Investor

Give qualified investors structured visibility into the offering, docs, and updates.

05
Operate & report
Shared

Publish a steady cadence of artifacts and operational events investors can rely on.

06
Controlled liquidity windows (RFQ)
Shared

Coordinate secondary interest through RFQs and time-bound windows, with auditability.

For issuer teams
A repeatable operating system that reduces coordination cost.
  • One place for documents, versions, and access control
  • Clear ownership (roles), approvals, and decision history
  • Structured updates and operational events
  • Liquidity coordination without losing governance
For qualified investors
Predictable access and a clean trail of what changed, when.
  • Clear offering surface area and documentation access
  • A cadence of updates and artifacts
  • Eligibility gating and policy enforcement
  • Liquidity windows designed for control and clarity
Next step

Want to run your next offering on rails?

Bring an issuer use case and we’ll map onboarding → rules → operations → liquidity windows.