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Documentation Index

Fetch the complete documentation index at: https://help.rollups.com/llms.txt

Use this file to discover all available pages before exploring further.

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ControlOS for investors

Investors and buyers may use ControlOS when a company has created an approved process for secondary interest or transfers.

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What you can do in ControlOS

Depending on the company’s setup, you may be able to:
  • Submit interest in buying securities.
  • Review a proposed match with a seller.
  • Accept or decline proposed terms.
  • Sign transfer documents.
  • Send transfer payment.
  • Track transfer progress.
The exact workflow depends on the company and the transaction. Follow the steps shown in your ControlOS link.

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Submit buy interest

If the company sends you a Demand List invite link, use that link to submit your interest.
  1. Open the invite link.
  2. Choose the buying option.
  3. Enter the requested interest details.
  4. Review your submission.
  5. Submit.
  6. Complete email verification if prompted.
Your submission is non-binding. It does not guarantee allocation, company approval, or completion of a transaction.

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After you submit

After you submit, the company can review your interest in ControlOS. You may receive updates if:
  • The company reviews your submission.
  • The company creates a potential match.
  • You are asked to review match terms.
  • A transfer workflow begins.

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Review a proposed match

If the company matches your interest with a seller, you may receive a link to review proposed terms. Review the details carefully before accepting. The company may still need to approve the match after you accept terms.

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Complete a transfer

If the match moves forward, you may receive a Transfer Portal link. The transfer page will show your next steps, which may include reviewing documents, signing, sending payment, or confirming payment was sent. Only send payment using the instructions shown in the transfer workflow. If anything looks unclear, contact the company point of contact before sending funds.

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Best practices

  • Use the company-authorized link.
  • Submit accurate interest details.
  • Review match terms carefully before accepting.
  • Confirm whether you are buying personally or through an entity.
  • Send payment only using the instructions shown in the workflow.
  • Track the transfer until it is complete.