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Welcome to Ashta Help Center

This is the documentation hub for fund administrators, compliance officers, investor relations, and operations teams running on Ashta.

Use this site to:

  • Understand how investor onboarding, KYC, and compliance workflows work end-to-end.
  • Walk through day-to-day admin tasks like adding investors, sending subscription documents, and recording payments.
  • Reference status definitions, state transitions, and audit-trail conventions.
  • Respond to bank, custodian, or regulator due-diligence questions using the platform's documented controls.
Looking for something specific?

Use the search bar above, or browse by category in the sidebar. Every article is written to be quoted or repurposed for your own institutional due-diligence responses.

Browse by category​

  • Getting Started — Roles, access control, the admin sidebar tour.
  • Login & Access — Signing in, two-factor authentication, password reset.
  • Onboarding — The 7-step investor onboarding flow, invitation emails, corporate investors.
  • Investors — Adding investors, reviewing profiles, exports, internal notes.
  • Compliance & KYC — Identity verification, watchlist screening, ongoing monitoring, record retention.
  • Deals & Fundraising — Creating deals, launching live, share classes, data room.
  • Transactions — The investment lifecycle, soft commitments, DocuSign, marking paid.
  • Distributions & Tax — Running distributions, K-1 / T5013 / 1099, statements.
  • Share Registry — Cap table, certificates, transfers, exports.
  • Secondary Marketplace — Fixed-price listings, bid auctions, timed auctions.
  • Communications — Email templates, transactional notifications, deal launch emails.
  • Integrations — HubSpot, Zoho, DocuSign, CRM sync status.
  • Branding & Customization — Logo, colours, email styling, marketplace toggles.
  • Reporting & Audit — Exports, audit ledger, engagement analytics.
  • Troubleshooting — Common issues, triage checklists, error messages.
  • Reference — Status glossary, state diagrams, terminology.

Need more help?​

If you can't find what you're looking for, contact your Ashta account team or book a working session.