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How to Set Up Your Issuer Profile and Company Information

This guide provides step-by-step instructions for issuers on how to set up their profile and company information on the WhiteLabel Community Deals Platform.

Table of Contents​

  1. Overview
  2. Prerequisites
  3. Accessing the Issuer Panel
  4. Navigating to the Issuer Profile
  5. Completing Personal Information
  6. Adding Company Information
  7. Uploading Profile Images
  8. Adding Social Media Links
  9. Setting Up Legal Entities
  10. Best Practices
  11. Troubleshooting

Overview​

As an issuer on the WhiteLabel Community Deals Platform, your profile serves as your digital identity for potential investors. A complete and professional profile helps establish credibility and trust with investors who may be interested in your deals. This guide will walk you through the process of setting up your issuer profile, including personal details, company information, and legal entities.

Prerequisites​

Before you begin, ensure you have:

  • Registered an account on the WhiteLabel Community Deals Platform
  • Completed the basic onboarding process
  • Gathered your company information (name, website, founding year, etc.)
  • Prepared profile and cover images (if applicable)
  • Collected social media links for your company
  • Legal entity information for deal issuance

Accessing the Issuer Panel​

  1. Log in to your account on the WhiteLabel Community Deals Platform.

  2. Navigate to the Panels dropdown in the top navigation bar and click on it.

  3. Select "Issuer Panel" from the dropdown menu.

  4. You will be redirected to the Issuer Dashboard, which provides an overview of your deals and activities.

  1. Locate the sidebar navigation on the left side of the Issuer Portal.

  2. Click on "Issuer Profile" in the sidebar menu.

  3. The Issuer Profile page will open, displaying your current profile information and fields for editing.

Completing Personal Information​

The Personal Information section allows you to provide details about yourself as the representative of your company:

  1. Fill in the following fields:

    • Full Name: Enter your full name or your company's legal name
    • Email: Provide the email address for communications related to your issuer account
    • Phone Number: Enter a contact phone number
    • Location: Specify your geographical location
    • Job Title: Enter your position in the company (e.g., CEO, CTO, Founder)
    • Bio: Write a brief professional biography or company description

  2. Ensure all information is accurate and professionally presented, as this will be visible to potential investors.

Adding Company Information​

The Company Information section allows you to provide details about your organization:

  1. Complete the following company details:

    • Company Name: Enter the official name of your company
    • Company Website: Provide your company's website URL (include https://)
    • Industry: Select or enter the industry your company operates in
    • Company Size: Choose the appropriate size category for your company
    • Founding Year: Enter the year your company was founded

  2. Be precise and consistent with your company information, ensuring it matches your official company records and website.

Uploading Profile Images​

Profile images help create a professional appearance for your issuer profile:

  1. Prepare the following images:

    • Profile Image: A logo or professional headshot (recommended size: 400x400px)
    • Cover Image: A banner image representing your company (recommended size: 1200x300px)

  2. Add image URLs in the Profile Images section:

    • Profile Image URL: Enter the URL of your profile image
    • Cover Image URL: Enter the URL of your cover image

  3. Alternatively, if the platform supports direct uploads, use the upload functionality to add your images.

Social media links help investors learn more about your company and verify your online presence:

  1. Add links to your company's social media profiles:

    • LinkedIn: Enter your company's LinkedIn profile URL
    • Twitter: Enter your company's Twitter profile URL
    • Instagram: Enter your company's Instagram profile URL

  2. Ensure all links are correct and lead to active social media profiles.

  3. Include only professional accounts that represent your company appropriately.

Legal entities are required for issuing deals on the platform:

  1. Navigate to "My Legal Entities" in the sidebar menu.

  2. Click the "Create New Entity" button in the top-right corner of the Legal Entities page.

  3. Complete the legal entity form with the following information:

    • Entity Name: The legal name of your entity
    • Entity Type: Select the appropriate legal structure (LLC, Corporation, etc.)
    • Jurisdiction: The legal jurisdiction where your entity is registered
    • Tax ID / Registration Number: Your entity's tax identification or registration number
    • Additional required information: Complete any other fields specific to your entity type

  4. Submit the form to create your legal entity.

  5. You can create multiple legal entities if you plan to issue deals under different legal structures.

  6. Your legal entities will appear in the "Your Legal Entities" table, where you can view and manage them.

Saving Your Profile​

Once you have completed all sections of your issuer profile:

  1. Review all information for accuracy and completeness.

  2. Click the "Save Profile" button at the bottom of the Issuer Profile page.

  3. Wait for confirmation that your profile has been successfully saved.

Best Practices​

To create an effective issuer profile:

  1. Be thorough and accurate:

    • Provide complete information in all fields
    • Double-check for typos and errors
    • Ensure consistency across all platforms (website, social media, etc.)

  2. Maintain professionalism:

    • Use business-appropriate language
    • Choose professional profile images
    • Keep descriptions clear and concise

  3. Highlight your expertise:

    • Emphasize relevant experience in your bio
    • Showcase industry expertise
    • Mention previous successful projects or investments

  4. Update regularly:

    • Review your profile periodically
    • Update information as your company evolves
    • Add new achievements or milestones

  5. Consider investor perspective:

    • Include information that would be valuable to potential investors
    • Address potential concerns proactively
    • Demonstrate transparency and credibility

Troubleshooting​

Common Profile Setup Issues​

IssueSolution
Profile not savingCheck that all required fields are completed and try again
Images not displayingVerify image URLs are correct and images are publicly accessible
Legal entity creation failingEnsure all required legal entity fields are completed accurately
Social media links not workingCheck for typos in URLs and ensure they include the proper format (https://)
Profile information not appearing to investorsVerify that your profile is complete and has been approved if approval is required

Getting Help​

If you encounter persistent issues with your issuer profile setup:

  1. Check the platform's help documentation for specific guidance
  2. Contact the platform's support team through the designated support channels
  3. Look for FAQ sections that might address common setup questions

By following this guide, you'll be able to create a comprehensive and professional issuer profile that helps establish credibility with potential investors on the WhiteLabel Community Deals Platform.