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PHASE 6 · INVESTOR OPERATIONS

CRM & INVESTOR OPERATIONS ENABLEMENT

Design and implement the CRM operating layer for tokenised asset programmes, including investor onboarding, issuer workflows, communications, reporting and post-launch operations.

  • Prepared by

    TRUSTY DIGITAL

  • Reference

    TD-P5-001

  • Commercial basis

    FIXED SCOPE

  • Indicative timing

    4 TO 8 WEEKS

  • Fee

    UPON SCOPING

WHO THIS PHASE IS FOR

PHASE OVERVIEW

Who this is for

For issuers preparing for or completing a tokenised issuance. Designed for teams that need operational infrastructure to manage investors, communications, reporting and post-launch workflows at scale.

  • Recently completed or near-launch issuers
  • Organisations without CRM or investor operations setup
  • Teams managing investor relationships manually
  • Standalone engagement for digital asset operations
PHASE OVERVIEW

What we configure

We design and configure the investor operations layer required to manage issuance, communications, reporting and post-launch workflows at scale.

  • CRM operating-model design for issuer and investor workflows
  • Investor pipeline, object structure and automation architecture
  • Bitrix24 Cloud, self-hosted or existing CRM configuration, where appropriate
  • Jurisdiction-aware investor segmentation and compliance controls
  • Reporting dashboards and investor communications framework
  • Team training and admin playbook delivery
PHASE OVERVIEW

What we need from you

Inputs required to configure and implement the operating layer. We align platform, workflows and compliance requirements with your team before setup begins.

  • Confirmed CRM platform selection or existing platform access
  • Investor onboarding and KYC workflow requirements
  • Jurisdiction scope and compliance segmentation requirements
  • Communication, reporting and approval workflows
  • Access to stakeholders across sales, compliance and operations

WHAT YOU RECEIVE

01

CRM Operating-Model Memo

Strategic design document covering object structure and workflow logic.

02

Object & Pipeline Architecture

Configured pipeline, stages, fields and relationship mapping for investor operations.

03

Automation & Dashboard Spec

Automation logic, alerts, reporting views and monitoring requirements.

04

Training & Admin Playbook

Role-specific training materials and administrator reference documentation.

WHY POST-ISSUANCE OPERATIONS MATTER

  • A successful launch creates an immediate operational problem.

    Investors expect structured communication, reporting and relationship management from day one.

  • This phase closes that gap.

    It installs the operational layer: CRM, investor relations and reporting workflows. This turns a one-time issuance into a scalable, professionally managed programme.

  • For organisations already operating without this infrastructure, it integrates without friction.

PHASE FEE

On request

Fixed scope agreed before engagement begins.

Duration

4–8 WEEKS

Basis

FIXED SCOPE

Payment

MILESTONE-BASED

NDA

INCLUDED

Start operations setup

Out of scope

  • CRM platform licence costs and third-party tools

  • Legal review of investor communications or marketing materials

  • Ongoing CRM administration or content management post-handover

This phase designs and implements the CRM operating layer. Ongoing management, platform licence costs and content production remain the responsibility of the client team unless separately agreed.

START OPERATIONS SETUP

Request the full scope, deliverables and commercial terms for Phase 6.

Start operations setup
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Phase 7

INVESTOR GO-TO-MARKET & DISTRIBUTION STRATEGY