Status Glossary
Every status and badge used across the Ashta platform — investment stage, transaction, DocuSign signature, deal lifecycle, KYC/AML verification, compliance, risk, share certificate, and CRM sync — with internal codes, user-facing labels, and where to see them.
Investment Stage State Diagram
Visual state diagram of the 10 investment stages and the transitions between them.
DocuSign Signature Flow Diagram
Visual state diagram of the DocuSign envelope lifecycle and where each signing role plugs in.
Deal Lifecycle Diagram
Visual state diagram of the deal lifecycle — Coming Soon, Live, Sold Out, Closed, Exited.
Glossary of Terms
UBO, EMD, NAV, K-1, T5013, SPV, RRSP, TFSA, IRA, and every other industry acronym used across the platform.