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Required Documents for Issuer Onboarding

To launch a Reg CF, Reg A+, or Reg D offering on R. Block Nation, every issuer must complete the following documentation checklist.

These documents are collected via Kore (for compliance/KYC) and uploaded securely to the platform dashboard for internal review.

  • [ ] Articles of Organization (PDF)
  • [ ] EIN Letter (IRS Confirmation)
  • [ ] Operating Agreement or Governance Charter
  • [ ] Principal Government IDs (Passport or Driver’s License)
  • [ ] Business Address + Contact Info

📑 Compliance & Securities Disclosures

  • [ ] Form C (Draft or Filed)
  • [ ] Cap Table (CSV or XLSX format)
  • [ ] Prior Securities Offerings (if any)
  • [ ] Use of Proceeds Statement
  • [ ] Ownership Percentages (Founders, Advisors, Investors)
  • [ ] Risk Disclosures

📈 Financial & Revenue Materials

  • [ ] Revenue Model or Pricing Strategy (Markdown or Spreadsheet)
  • [ ] 12–24 Month Financial Projection (Optional but encouraged)
  • [ ] Any existing investor reports or valuation references

📣 Marketing & Investor Communications

  • [ ] Company Pitch Deck (PDF or Markdown)
  • [ ] Offering Page Copy (Legal + Marketing-Ready)
  • [ ] Planned Advertising Channels
  • [ ] Influencer/Ad Budget Summary (if applicable)

🔐 Compliance Platforms & Escrow

  • [ ] Kore Account (Free or Private Label Plan)
  • [ ] North Capital Escrow Setup Form
  • [ ] Payment Authorization for Fees (e.g. Bad Actor Checks, Escrow)
  • [ ] Digital Securities Terms (if offering tokens)

📌 All required documents must be submitted before your offering can be reviewed by the compliance team or published via the embedded funding portal.

For questions or assistance, contact contact@rblockholdings.com