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MarsBase Community Deals Platform

Platform Overview​

The MarsBase Community Deals Platform is a comprehensive system for managing tokenized investment deals, enforcing regulatory compliance through role-based approvals, and enabling robust activity tracking. The platform supports multiple user roles, tenant-specific features, and a fully auditable workflow – ensuring transparency across the entire investment lifecycle.

This guide is designed to help potential users understand the platform's capabilities and determine if it meets their investment management needs.

Key Features​

Completed Features​

  1. Authentication & User Management

    • Multi-method authentication (Email/Password, JWT, MetaMask)
    • Profile management and notification preferences
    • Newsletter subscription options

  2. Compliance

    • KYC verification with document upload and review
    • Address/wallet verification and binding
    • AML screening and risk monitoring
    • Accredited investor verification
    • Configurable approval requirements

  3. Deal Management

    • Comprehensive deal creation workflow
    • Multiple document type support
    • Investor application processing
    • Flexible participation options
    • Support for various asset types (equity, debt, real estate, tokens)

  4. Portfolio Management

    • Investment holdings dashboard
    • Performance metrics tracking
    • Document access and management

  5. Trading

    • P2P transaction capabilities
    • Public and private listing options
    • Secure escrow contract implementation
    • Verification before trade completion

  6. Document Management

    • Deal-specific document repositories
    • Required document templates and tracking
    • E-signature integration with audit trails

  7. Admin & Role Management

    • Comprehensive admin interfaces
    • Role-based access control
    • Analytics and reporting tools
    • Theming and branding customization

In Progress Features​

  • Notification System: In-app alerts, Telegram integration, and email notifications
  • Legal Entity Management: Entity registration and compliance tracking

Upcoming Features​

  • UI Refinement: Responsive design and accessibility improvements
  • Advanced Trading: Pro trading interface and quick order functionality
  • Growth & Engagement: Referral system and tier-based benefits
  • DeFi Integration: Asset-backed lending capabilities

Role-Based Access​

The platform supports distinct user journeys for different roles:

  • Investors: Browse deals, complete verification, invest, and manage portfolios
  • Issuers: Create and manage deals, oversee investor applications, distribute tokens
  • Brokers: Review and approve deals, monitor offerings, qualify investors
  • Transfer Agents: Verify KYC/AML, manage transfers, maintain ownership records
  • Administrators: Configure system, manage users, monitor activity, generate reports

Platform Benefits​

  • Regulatory Compliance: Built-in controls for KYC/AML and investor accreditation
  • Process Automation: Streamlined workflows for deal creation and investment
  • Transparency: Complete visibility into all platform activities
  • Security: Multi-layered protection for sensitive operations
  • Flexibility: Customizable to specific business requirements
  • Integration: Connects with external verification providers and systems