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Archived compliance snapshot from 2 Jun 2026. This page preserves the organization docs as they existed on that date. For the latest editable materials, see the current docs.
Version: 2 Jun 2026

Internal Branding

To the extent this would be from just us as a single agent:

  • separating investor/issuer whitepapers (completed)

    • update whitepaper page on website to be tailored for executives
    • simplify whitepaper page to focus on core mission
    • link investors to the yellowpaper
    • new page for investors with original investor report image
    • streamline diction, potentially reframe from yellowpaper to 'investor whitepaper' or something
    • update page header tags, remove duplicate menu items
    • potentially remove icons from menu
    • Click "Learn" do something

  • Client Meeting Email Foot Link (partially completed but not open-source since in email client)

    • make an HTML page with a single input field
    • connect input field/submit button to AWS function
    • lambda checks current CIKs against WellKnown Live assets
    • lambda - if valid, get the current list of insiders from issuers.info
    • style input page
    • brand input page
    • make drop-down list show using result from lambda
    • select who you are (or Other: "Full Name")
    • Zoho Bookings
    • URL in email: clients.blocktransfer.com/meet?with=john.wooten
    • Zoho knows who via smart routing
    • Zoho Bookings can autofill name but not email
    • any prompting you want for other guests