Glossary
This glossary provides clear explanations of the main concepts, terms, and processes you’ll encounter while using BoulderTech. It’s designed to help investors, group admins, and issuers understand the platform, compliance requirements, financial terminology, and technology behind tokenized investments.
Platform & Process
Onboarding – The first step to start using BoulderTech. It includes verifying your identity, answering a short questionnaire to confirm you are an accredited investor, and setting up your wallet. Once completed, you can apply to investment groups and access deals.
Accredited Investor Questionnaire – A short set of questions asked during onboarding to confirm that you meet the criteria of an accredited investor. This may include questions about income, assets, or professional experience, depending on your jurisdiction.
Investment Groups – Curated groups of accredited investors within BoulderTech. Each group is managed by an admin (such as a VC, family office, or advisor) who reviews applications, approves members, and decides which deals are shared with the group.
Deal Room – A private space within your group where you access all information about a deal. It usually includes the pitch deck, investment memo, deal terms, and team information, helping you evaluate the opportunity before committing capital.
Group Admin – The person or entity that manages an investment group. The admin reviews applications, approves members, and decides which deals are shared with the group.
Track & Manage – The dashboard where you monitor your commitments and token balances. It also provides deal updates and reports from issuers so you can follow the progress of your investments.
Compliance
Accredited Investor – An investor who meets specific income, net worth, or professional experience requirements that allow access to private market opportunities. This status ensures that only qualified individuals or institutions participate in certain types of deals.
KYC (Know Your Customer) – A standard process to verify the identity of individual investors. It typically involves submitting government-issued identification and proof of address to comply with regulatory requirements.
KYB (Know Your Business) – Similar to KYC, but for companies or institutions. It requires providing corporate documents, ownership details, and sometimes additional verification for directors or shareholders.
Whitelist – A list of approved investors or wallet addresses that are eligible to participate in a specific deal. Only whitelisted users can commit capital or receive tokens for that deal.
OFAC / FATF – International regulatory bodies that define global standards for financial compliance. Their rules and sanctions determine which countries and individuals cannot be supported on BoulderTech.
Financials
RWA (Real World Assets) – Traditional assets such as private company equity, investment funds, or other financial instruments represented digitally as tokens. Tokenizing RWAs makes them easier to access, transfer, and manage on blockchain infrastructure.
NAV (Net Asset Value) – The total value of a fund’s assets minus its liabilities. NAV is commonly used to calculate the value of each investor’s share in a fund and is updated on a regular schedule by the fund manager.
SPV (Special Purpose Vehicle) – A separate legal entity created to hold a specific investment. SPVs isolate risk and ensure that ownership of the underlying assets is clearly structured, independent from BoulderTech.
Lock-up Period – A period of time during which investors cannot redeem or transfer their tokens. Lock-ups are often used in private market deals to provide stability and align long-term incentives.
Vesting – A schedule that gradually releases tokens to investors over time instead of all at once. Vesting is commonly used to align interests and ensure long-term commitment.
Taxes – Investors are responsible for complying with tax obligations in their own jurisdiction. BoulderTech provides records of commitments, token receipts, and redemptions to help with reporting but does not provide tax advice.
Technology
Tokenization – The process of creating blockchain-based tokens that represent exposure to an asset. Tokenization simplifies the way investors access private markets by making ownership digital, traceable, and transferable.
Base – An Ethereum Layer 2 network that powers BoulderTech. Base provides fast and low-cost transactions while remaining connected to the wider Ethereum ecosystem.
USDC – A stablecoin backed 1:1 by U.S. dollars, used on BoulderTech to commit capital into deals. It allows investors to transact in a currency that stays stable and predictable.
ETH – The native currency of Ethereum, used to pay gas fees for transactions on Base. Investors need a small amount (0.005–0.01 ETH) to cover the cost of committing or redeeming investments.
Self-Custody – A model where tokens are always held in the investor’s own wallet. BoulderTech never holds or controls client assets, ensuring that ownership stays with the investor at all times.
Smart Contract – Blockchain-based code that automatically executes the terms of a deal. Smart contracts enable commitments, token minting, and redemptions without intermediaries.
ERC3643 – A token standard designed for compliance-friendly transfers. It ensures that tokens can only move between whitelisted addresses, making them suitable for regulated financial products.
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