Investor review history for private-market sponsors

Know who approved an investor and why the decision changed.

When investor reviews move between spreadsheets and email, a changed decision can leave someone working from an old approval. Tokenpods is being built to keep the reviewer, reason and supporting evidence connected to each decision, with a history of later corrections.

Working prototypeSynthetic-data demonstrationsCustomer deployment not yet available

Review history demo

  • Named reviewer
  • Reason for approval
  • Evidence reference
  • Linked correction
  • Current review status
Review Correction History

A familiar handoff problem

When an approval changes, can your team explain it?

01

The original approval

An investor is approved by email. The spreadsheet shows Approved, but the explanation lives in a separate thread.

02

New information arrives

A reviewer notices that the revised subscription names a different entity from the evidence originally reviewed.

03

Someone uses the old status

A teammate sees the spreadsheet and misses the correction. This illustrative scenario is the problem our demo explores—not a customer case study.

What the working demo shows

One decision. A clear history.

01

Record a review

A signed-in reviewer records an approval with a required reason and references to the synthetic evidence reviewed.

02

Correct the decision

Another authorized reviewer withdraws the approval and explains why. The current review status immediately changes to Needs review.

03

Explain what changed

The original approval remains visible alongside its linked correction, including each reviewer and reason. Registry confirmation is shown separately from the review outcome.

Product status

A working demo, with a defined scope.

Available to demonstrate

  • Staff sign-in and organization-scoped access.
  • Named reviewers, reasons and evidence references.
  • Approval withdrawal and preserved correction history.

Still ahead

Hosted customer deployment, live investor onboarding, private document storage and further security and recovery work remain. The demo does not provide automated investor qualification or a legal determination.

Demonstrations use synthetic data. Please do not send real investor documents.

Help shape the workflow

Show us where your team loses context.

We are looking for sponsor teams willing to discuss how they handle investor reviews and corrections. We can walk through the synthetic demo and learn about your current process. Any pilot scope, pricing and timing would be agreed separately.

Talk through your workflow

Request a demo

See how a review and correction stay connected. Tell us what your team needs to keep track of today.

Working prototype; no live customer onboarding.

Pilot scope and pricing have not been finalized.

Please do not include investor documents, financial details or other sensitive information. See our Privacy Policy for information about website inquiries.

FAQ

Common questions

Is this available for live investor onboarding?

Not yet. The current demonstration uses synthetic data. Hosted deployment and further security and operational work remain.

Does Tokenpods decide whether an investor qualifies?

The demo records a human review and its supporting context. It does not provide a legal determination or automated investor qualification.

What happens when an approval is withdrawn?

The current review changes to Needs review. The original approval stays in the history alongside the correction and its reason.

What is the price?

Pilot scope and pricing have not been finalized.